Syncing Zoho FSM with Zoho CRM, Zoho Desk and Zoho Books

Syncing Zoho FSM with Zoho CRM, Zoho Desk and Zoho Books

I'm currently on the trial and I'm wondering what the best setup would be to integrate with Zoho CRM, Zoho Desk, and Zoho Books.

In Zoho CRM the native integration to Zoho FSM appears to use Zoho Books in the middle to sync the Zoho CRM Contacts and Parent Accounts to Zoho FSM as Customers and Companies.
I have gone ahead and set this up although in Zoho CRM we have not been using the Parent Account field so none of the Customers in Zoho FSM have Companies at the moment and no Companies have been created in Zoho FSM yet.

There also appears to be this integration in the Marketplace for Zoho CRM to Zoho FSM: https://www.zoho.com/fsm/features/integrations/zoho-crm.html
I did not enable this and not sure if I should.

In Zoho FSM I have enabled the Zoho Desk Integration. I am able to create Work Orders from a Ticket in Zoho Desk.

In Zoho Desk I have the Zoho CRM enabled with a 2 way sync for the Accounts and Contacts.

I'd like to add Zoho FSM to our business but I want to reach out seeking guidance and best practices from others who have integrated these apps.


    Access your files securely from anywhere

        Zoho Developer Community







                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Tips

                                                                            Tips

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now