Sync Invoice in Zoho Books from Zoho CRM

Seamlessly sync invoices between Zoho Books and Zoho CRM

Built for: CRM Developed by: SNS System
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The Sync Invoice in Zoho Books from Zoho CRM plugin facilitates the synchronization of invoices from Zoho CRM directly into your Zoho Books account. With just a click, you can sync invoices in Books along with all relevant information, saving you time and reducing the risk of manual errors.

Key Features:

  • One-click syncing: Effortlessly sync invoices between Zoho Books and Zoho CRM with a single click, ensuring accuracy and simplicity.
  • Comprehensive data transfer: Transfer all invoice details, including amount, customer information, dates, item details, and payment terms, ensuring complete data synchronization from Zoho CRM invoices to Books.
  • Custom mapping: Tailor field mapping between Zoho Books and Zoho CRM to suit your unique business needs, ensuring consistent and accurate data transfer.
  • Automatic invoice generation: Automatically generate invoices in Zoho Books post-sync, reducing manual work and minimizing errors for a more efficient financial workflow inside Zoho CRM.

Tags

Deployment type Zoho platform
Published date May 13, 2024
Version 1.0
Category Sales
Pricing Paid
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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