CRM Integration Overview

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.

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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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                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



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