Zoho Invoice's integration with Zoho CRM, an update

Zoho Invoice's integration with Zoho CRM, an update

Here's a heads up on the scheduled revamp of the integration between Zoho Invoice and Zoho CRM. We are listing down a list of  inclusions that you'll see for sure.

a. We will be supporting the option to importing "Contacts". With the present level of integration you'll be able to import only the "Accounts" and the contacts associated with them. The new integration will let you import independent contacts who aren't associated with an Account. This is a shift from invoicing only from B2B to invoicing even for B2C.
b. You'll be able to see a list of invoices and estimates created in Zoho Invoice, for each of your Accounts and Contacts, within Zoho CRM
c. When you mark a Potential as "Closed/Won" an invoice will automatically be created for that potential and it will be saved in the draft status. This option again is left for you to choose. You'll see a configuration page where you can either enable or disable this feature.

This is all we have for now. When there are new updates, we'll make sure to post them here. 


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