Integrate Zoho CRM and Zoho Books the Easy Way [Video]

Zoho CRM is great for managing your customers and Zoho Books is awesome at managing your transactions and finances, but integrating the two can be challenging.

In this video, I go through the steps you need to take to integrate the two. I’ll tell you how to do it, what works and what doesn’t, and how to get the most out of your integration.

What you’ll learn.

  • The difference between Books vs. CRM Transactions
  • Data synchronisation between the two
  • Precursors to integration
  • A very detailed integration guide

If you have any questions about the process, feel free to get in touch and make sure to sign up to my email newsletter where I share more tips and tricks.

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Certified Zoho Trainer

Tabish Alam

I’m a Senior CRM Consultant with a leading Zoho Partner in Europe and hold a Level 2 Certification in Zoho CRM which is currently the highest level possible.  Learn more.

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