Sync CRM inventory data with Zoho Books
I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thought that with Books this would eliminate this. Anyone got any ideas on how to do this?
Moderation Update (25 April 2024):
Updating the status of the post as 'Under Review' from 'Will not implement'
Key points from our discussion with the product manager:
- We're set to introduce further improvements to the integration between Zoho CRM and Zoho Subscription.
- We've pinpointed the primary issue: treating Finance modules as standalone entities, limiting the full functionality of native CRM modules. As a result, our top priority is integrating Finance module data seamlessly into the CRM native modules.
- Looking ahead, we're planning a comprehensive reconstruction of the Zoho Inventory and Zoho CRM integration for future enhancements.
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