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I'm not sure why this isnt automatic, but maybe I'm missing something.  When we create a quote in zoho books we have a custom function that pushes the contact into a deal within the CRM.  I can not for the life of me figure out how to push an estimate from zoho books to zoho crm under the customer contact? 

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While I appreciate the information zoho crm quoting is horrible and we want to keep the quoting process done in books.  Just need it to integrate over to the crm so we have the data and etc.


 Yep that’s the way the integration works. You don’t need to use the CRM quoting modules, as part of the integration you get given a new module that gives you the books estimates inside the CRM. But, the main thing is that the data syncs like you want. 

How do I do this if I'm on zoho one?  It doesnt look like zoho finance suite is apart of zoho one?  I tried to integrate it then when I do it asks me to sign up for finance suite.  Well I already have all those apps so what do I do now?

 It could be a number of issues. If you signed up for Zoho Books before Zoho One there’s a common issue where it see’s your Zoho One and Books as separate organisations and hence will ask you to setup a new Zoho Books when trying to access via Zoho One. If this is the case what should happen is when you try and login to Books through One you should get a prompt to associate your existing Zoho Books account to your Zoho One package. If that does not happen, speak to support. 

Or it could be that you’re looking in the wrong place. Finance suite is not an app it’s just the name of the integration. You should be trying to activate it from within Zoho CRM by going to the “Marketplace” in the setup menu and selecting the option for Zoho and then the “Finance Suite” integration. 

I’m on Fiverr if you need any help with it: https://www.fiverr.com/s/pdPVGXy?utm_source=CopyLink_Mobile

Appreciate the reply and not to be rude, but the reason half of my zoho scripts and etc don't work is because I've been scammed on fiverr sooooo many times. Every time they say they can fix it and do x,y & z they take my money and break everything in the process.l 

sorry it posted before I was done.



It does looks like you are super knowledgeable, but I've already spent so much money on this I'm not sure I have 1000 more to get our CRM set up.



 

I understand, you’ve had bad experiences with other sellers on Fiverr. There are some developers that just want to write script for everything as they are developers first, and only somewhat understand the product and native integrations. I’ve had the same issues years ago when I was first getting started. The actual answer literally requires you to click a few buttons in the right order… If you hold on, I’ll reply on here with a video explaining what to do later this morning (6am in the UK right now) that way anyone else who gets stuck can follow along as well.


I did get the zoho books associated as you were right it was connected to an another account so thank you.   The issues we seem to have though is the deals are associated with the account, but not associated with the contact within the account.  So when we try to use the gmail integration for instance it wont show a deal under the contacts name/email.  Not sure if this is by design or what, but seems weird I cant associate a contact to a deal.

If we can get a little closer to seeing if the crm will work for us and decide to move forward with it long term. I'll connect with you to see if we can get a deal worked up to get us fully working.  I just need to make sure this is going to work long term as there seems to be some glaring lack of usability at least with how we are doing it.

No problem at all, if you have been using books as your primary application. Moving to the CRM will be a big change it’s much more sales focused and requires much more initial setup to fit your process. The issue you’re facing currently with the deals only going under accounts, sounds like a configuration issue with the integration. It could be that the data is being pushed into the wrong place or an important field or two is being missed in the sync etc. Feel free to ask any questions you have about the CRM, even though I like Zoho, I’m not an partner/affiliate so I’ll tell you the truth on if it’s worth investing your time into setting this up.

The truth is, to setup any CRM to a decent level you need at least 2/3 weeks of setup/testing and that’s for me I’ve setup loads at this point. So the bottom line is, unless your ready to invest that time and even if you hire a consultant you will be still required to provide a lot of answers to questions, test different processes, highlight issues… it’s not an easy task. So my advice would be to ensure you have a clear use case for using the CRM, if books is running your business fine then don’t make your life needlessly difficult lol. But, on the other hand if you need things like a lead warm up process or a more hands on sales process with email follow ups etc then maybe it’s time to consider the CRM but only if the value out weighs the investment of time.

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