Synchronizing Zoho Books Estimates to Zoho CRM Quotes
Hello,
I use the Zoho Finance Suite integration between Books/CRM. I want to use the CRM's Quotes module to house the same information that is on the Books Estimate. The reason I'd like to do this is mainly for reporting/dashboards. I don't love using Deluge for something like this because I don't know the language so it's difficult to modify plus it usually isn't a two-way sync. Is there some way to do this? I ultimately just want my Books Estimates to be replicated in CRM Quotes.
Has anyone else done this? Is there an easier way that I'm missing? Seems like my only option is Deluge.
Moderation Update:
We have a separate post tracking the votes and feedback for the need to sync the native inventory modules in Zoho CRM to Zoho Finance modules. Please feel free to join the discussion in the below link.
https://help.zoho.com/portal/en/community/topic/crm-to-books-estimates
https://help.zoho.com/portal/en/community/topic/crm-to-books-estimates
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