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The Contacts in Zoho CRM that do not have an Account associated to them will not be synced. The Accounts and their associated Contacts in Zoho CRM will be synced as Customers and their Contact Persons in Zoho Books. Whereas, individual contacts in Zoho CRM will be synced as Customers of the type ‘Individual’ in Zoho Books. Contacts: The Contacts associated to an Account in Zoho CRM will be synced as Contact Persons in Zoho Books.Accounts: The Accounts in Zoho CRM will be synced as Customers of the type ‘Business’ in Zoho Books.Syncing your customers in Zoho Books with the accounts/contacts in Zoho CRM is a five step process: Step 1: Select the module to be syncedĬhoose the module in Zoho CRM that you want to sync with Zoho Books: You can sync customers, vendors, and items. In the Configure Module to be Synced section, click Configure Now next to the corresponding modules.Go to Zoho Books > Settings > Integrations > Zoho Apps.Configure the Modules to be SyncedĪfter setting up the integration successfully, you can configure the modules that should be synced between Zoho Books and Zoho CRM.
#CRM BOOK PRODUCT CATALOG PRO#
Pro Tip: If you’re connecting to a Zoho CRM account where you’re not an admin user, you can follow the same process as above after obtaining the necessary email address and ZSC key from the admin of that Zoho CRM account. Record Transactions For Customers/Vendors.