Focus Group Webinar - Integrating Zoho CRM and Zoho Books

Focus Group Webinar - Integrating Zoho CRM and Zoho Books


This month's edition from the Zoho CRM Integration Focus Group series is set around Zoho Books. One major need for this integration is the singular UI it provides, from where both sales and finance operations can be performed. This works better than switching between the Zoho CRM and Books applications, and performing finance operations in the latter while referring to data from the former. The integration also smooths over a handshake between the two applications so that all transactions performed are in sync. 

In addition to setting up the integration, we’ll discuss in-depth, challenges faced in a business scenario, and how to leverage the integration to fill these gaps. We also feature an extensive discussion of FAQs extracted from our community of users, along with a Q&A with our product management team.  

We look forward to discussing these areas during the webinar - 

- Integrating Zoho CRM with Zoho Books
- Field terminology changes with the integration
- Syncing between both applications
- Working with the finance module in Zoho CRM
- Automating finance operations through CRM 
- Best practices for CRM actions leveraging the integration
- Addressing customer challenges in Sales and Accounting collaborations
- Good to know facts about the integration

We're having this same webinar over three separate sessions, so we can cover as many time zones as possible. Choose the time zone that works best for you, and register. 

DateTime Zone
CTA
Sept - 13
10 AM AWST, Singapore Time | 2 PM Auckland Time
Sept - 13
3:30 PM IST | 11 AM BST | 12 PM SAST | 2 PM UAEST
Sept - 14
12:30 PM EDT | 11:30 AM CDT | 9:30 AM PDT
Register now

View recordings to previous webinars from our Zoho CRM integration series. 

Integrating Zoho CRM with - Zoho Desk | Zoho Projects | Zoho Analytics 

      Zoho Marketing Automation
              • Sticky Posts

              • Focus Group Webinar - Integrating Zoho CRM and Zoho Books

                This month's edition from the Zoho CRM Integration Focus Group series is set around Zoho Books. One major need for this integration is the singular UI it provides, from where both sales and finance operations can be performed. This works better than switching
              • Introducing Zia Presentation in Zoho CRM

                Dear All, We hope you're well! We're excited to introduce our brand new Zoho CRM feature:  Zia Presentation . Let's get into the details! Business presentation is an integral part of every important decision in an organization. From performance reviews
              • New capabilities added to Zia's Email Intelligence

                Dear All,   Greetings! We are excited to present a couple of new capabilities and some enhancements to the existing features of Zia's Email Intelligence.   Zia explores incoming emails and highlights different insights like email intent, email sentiments,
              • [Early Access - Updated to LIVE] Introducing the Canvas Design Studio.

                Greetings Customers!   Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
              • Gamescope is leveling upto Motivator for Zoho CRM

                Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th

              Zoho Pagesense Resources

                Zoho SalesIQ Resources



                      Zoho TeamInbox Resources

                        Zoho DataPrep Resources



                          Zoho CRM Plus Resources

                            Zoho Books Resources


                              Zoho Subscriptions Resources

                                Zoho Desk Resources

                                  Zoho Projects Resources


                                    Zoho Sprints Resources


                                      Qntrl Resources


                                        Zoho Creator Resources


                                          Zoho WorkDrive Resources





                                              Zoho Campaigns Resources

                                                Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now