Zoho FSM Extension for Zoho CRM
Consolidated Sync Logs for Zoho CRM
You can see the consolidated view of your sync history, showing the success and failure details of records synced between Zoho CRM and Zoho FSM. Sync log details are updated weekly. Data for the last six months can be viewed. Permission Required: ...
Integrating Zoho FSM with Zoho CRM
Zoho FSM for Zoho CRM is a must-have extension for increasing collaboration between your sales and service teams. It can benefit the sales and service teams by providing them with a consolidated view of customers, enabling quicker and more efficient ...
Zoho FSM Extension for Zoho CRM (Direct Data Sync)
Prerequisites - Standard edition or above of Zoho FSM - Standard edition or above of Zoho CRM - Zoho CRM is not integrated with a Zoho Finance Suite (Books/Invoice) org In Zoho FSM, navigate to Setup > Integration > Zoho CRM and click Integrate Zoho ...
Handling Error Scenarios For Zoho FSM Extension for Zoho CRM
Scenario 1: Unsupported edition Zoho FSM for Zoho CRM cannot be used with the free edition of Zoho FSM. Click Open FSM and upgrade to a paid plan if you want to use the extension. Also, if your Zoho FSM account gets downgraded to the free edition, ...
Zoho FSM Extension for Zoho CRM (Data Sync via Zoho Books/Invoice)
Prerequisites - Standard edition or above of Zoho FSM - Standard edition or above of Zoho CRM Install the Extension You can install Zoho FSM for Zoho CRM either from Zoho Marketplace or from Zoho CRM. To install the extension from your Zoho CRM ...