CRM Integration Overview

With the Zoho CRM integration, salespeople can initiate new contract requests directly in the Zoho CRM and track the contract's status from the Zoho Contracts section in the record's related list. They can also download the contract document or send it to the respective customer as an email attachment in Zoho CRM.

Feature Availability: Professional and Premium plans.

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To install Zoho Contracts Extension, see Installing Zoho Contracts Extension in Zoho CRM.

To update Zoho Contracts Extension, see Updating Zoho Contracts Extension in Zoho CRM.

To set up Zoho Contracts Extension, see Setting Up Zoho Contracts Extension in Zoho CRM.

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