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A FREE WEBINAR ON

Mastering Your Zoho CRM and Zoho Invoice Integration


This webinar was conducted on 18th May 2016. Watch the recording below:

Does your sales team have all the information they need to keep your customers happy and close future deals?​

We're not just talking about the contact information of your customers and the status of their deals. Your sales team needs the ability to access complete customer information like what you sold to each customer, when you sold it, corresponding invoices, and the payment status. ​

​​It's true that this information can be found in your invoicing system, which your finance team can access. But rather than wait for them to retrieve this information, you can access it all from CRM with the Zoho Invoice and Zoho CRM integration. ​ ​

So join us for the Zoho Invoice and Zoho CRM integration webinar and learn how to:

  • Sync information between your Zoho CRM and Zoho Invoice account.

  • Customize the integration according to your needs.

  • Set permission levels for accessing data.

  • Keep your sales team up to date on customer transactions and payment status.

  • Identify new opportunities and avoid delinquent clients.

  • Set up workflows to automatically create quotes and invoices.

Get a sneak peek of the new Zoho Invoice module within Zoho CRM.

SPEAKER BIO

Krupa Subramanianis the Product Marketing Manager for Zoho Invoice. Among other things, she specialises in customer engagement, product positioning and content creation.

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