Zoho Books & Zoho CRM integration - Automatically create estimates in books for specific quotations in zoho CRM
Hi there,
at my organisation we are struggling with the amount of estimates being created by sales people, and we would like only specific ones to be created (those that are progressing to be invoices .... etc). We are on a Zoho One subscription, so I have enabled the integration between Zoho Books and Zoho CRM and that, in turn, hid the zoho CRM module that handles Quotations.
What I need is to re enable the Zoho CRM module that handles Quotations and have an automatic way to convert a specific quotation in CRM into an Estimates in Zoho Books. Either a button or a specified criteria that does this conversion. I am open to any ideas.
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