Zoho CRM × freee Accounting & Invoice Integration

Integrate Zoho CRM quotes and transactions with freee

Built for: CRM Developed by: Zoho Corporation
100+ Installs
  ( 0 )

The freee extension helps small and mid-sized businesses easily keep track of transaction details. While deals and quotes can be created on Zoho CRM, the freee extension helps automate this process. Transaction details can be recorded and listed for future reference. Information for each transaction is mapped to the account that closed the deal with a freee partner ID. This partner ID is unique to every account.

Key Features:

  • Automatically pushes Zoho CRM quotes, deals, and other transaction details into the freee platform
  • Can directly be mapped to the partner account, using their freee Partner ID
  • Ability to share the pushed transaction details with customers
  • Maintains the automated extensive lists and records all the transactional details performed by a partner account

Tags

Deployment type Zoho platform
Published date Jun 19, 2022
Version 3.0
Latest Released date Nov 15, 2024
Category Marketing
Pricing Free
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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