## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ke/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Working with the Integration in Zoho CRM

When you integrate Zoho Books with Zoho CRM, you can sync records between both apps and easily manage them from Zoho CRM. Let’s take a look at the actions you can perform in Zoho CRM.

## Set up User Profiles in Zoho CRM

All Zoho CRM users are assigned a specific profile, such as **Marketing**, **Sales**, **Support**, etc., which controls what actions they can perform on records in Zoho CRM. An admin can create or modify profiles to grant or remove permissions and assign them to users.

**Insight:** Once a profile is permitted or denied a permission, it applies to all users associated with the profile. Learn more about [profiles](https://help.zoho.com/portal/en/kb/crm/users-and-control/profile-management/articles/create-profile) in Zoho CRM.

You can also set permissions for actions like creating and sending sales transactions in Zoho Books. This allows admins to assign permissions based on user’s roles and responsibilities.

For example, if you want a salesperson to create quotes and not send them to their prospects (or customers), you can remove the **Send Email** permission from the role assigned to the salesperson.

To configure these permissions:

*   Log into your Zoho CRM organization.
*   Go to _Setup_ in the top right corner, and select **Profiles** under _Security Control_.
*   Click on the profile you want to allow or deny permissions.
*   Scroll down to the **Zoho Finance Permissions** section.

Here, you can enable or disable access to transaction modules for the respective profile. You can also configure individual permissions like **View**, **Create & Edit**, and **Send Email** for each transaction.

For example, if a profile doesn’t have the **Send Email** permission for _Quotes_, users associated with that profile won’t be able to send quotes to customers in Zoho Books.

Similarly, you can also restrict a profile from viewing the financial summary of Zoho CRM accounts and contacts (records synced from Zoho Books into Zoho CRM). Here’s how:

*   Log in to your Zoho CRM organization.
*   Go to _Setup_ in the top right corner, and select **Profiles** under _Security Control_.
*   Click on the profile you want to allow or deny permissions.
*   Scroll down to the _Zoho Finance Permissions_ section, and slide the toggle near **Receivables and Payables Summary**.

The users associated with the profile won’t be able to view the summary. Only the users associated with a profile that has this option enabled can view the financial summary of each account or contact in their respective _Details_ page.

![Check Financial Summary](/books/help/images/integrations/crm/financial-summary.png)

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## Create Transactions in Zoho CRM

**Warning:** Zoho CRM has its own modules for **Quotes**, **Invoices**, **Sales Orders**, and **Purchase Orders**. Transactions created in those modules will not sync with transactions created in the _Zoho Finance_ module. So, two separate sets of transactions will be created for your accounts, contacts, and vendors in Zoho CRM.

Once integrated, you can create transactions for customers and vendors in Zoho Books directly from Zoho CRM. Once created, they’ll sync instantly with Zoho Books.

You can create a transaction in Zoho CRM in two ways:

*   [From the dedicated module of that transaction](/ke/books/help/integrations/crm-books-integration.html#dedicated-module)
*   [From the Accounts, Contacts, or Vendor modules](/ke/books/help/integrations/crm-books-integration.html#other-module)

### From the Dedicated Module of That Transaction

To create a transaction:

*   Log into the Zoho CRM organization that is integrated with Zoho Books.
*   Go to the _Zoho Finance_ module at the top of the page, and choose the transaction you want to create from the dropdown (for example, **Invoices**).
*   Click **Create Invoice** in the top right corner.
*   In the _Create Invoice_ page, fill in the required details.
*   Click **Save and Send** to send it to your customer, or click **Save** and send it later.

The invoice will be created.

![Create Transaction](/books/help/images/integrations/crm/create-transaction-1.png)

### From the Accounts, Contacts, or Vendors Module

To create a transaction:

*   Click the module at the top of the Zoho CRM page for which you want to create a transaction (for example, **Accounts**).
*   Select the required account.
*   In the _Overview_ tab, scroll down to the respective transaction you want to create (for example, **Invoices**), and click **New**.
*   In the _Create Invoice_ page, fill in the required details.
*   Click **Save and Send** to send it to your customer, or click **Save** and send it later.

The invoice will be created.

![Create Transactions](/books/help/images/integrations/crm/create-transaction.png)

### Create Quotes

The _Create Quote_ page in Zoho CRM is similar to the one in Zoho Books. The quote form is fetched from Zoho Books, and fields like **Quote Number** and **Customer Notes** are automatically generated based on your Zoho Books settings. Fill in the required details and save the quote.

Once done, click the Convert dropdown in the top right corner of the quote’s _Details_ page, and select if you want to convert it to a **Sales Order** or an **Invoice**. Similar to Zoho Books, you can also perform actions like send email, print, mark as sent, and more. Once the quote is accepted, you can mark it as **Accepted**. If not, mark it as **Declined**.

![Estimate Options](/books/help/images/integrations/crm/estimate-options.png)

### Create Invoices

The _Create Invoice_ page in Zoho CRM is similar to the one in Zoho Books. The invoice form is fetched from Zoho Books, and fields like **Invoice Number** and **Customer Notes** are automatically generated based on your Zoho Books settings. Fill in the required details and save the invoice.

Similar to Zoho Books, you can also perform actions like send email, print, mark as sent, and more.

![Invoice Options](/books/help/images/integrations/crm/invoice-options.png)

### Create Sales Orders

The _Create Sales Order_ page in Zoho CRM is similar to the one in Zoho Books. The sales order form is fetched from Zoho Books, and fields like **Sales Order Number** and **Customer Notes** are automatically generated based on your Zoho Books settings. Fill in the required details and save the sales order.

Once done, click the _Convert_ dropdown in the top right corner of the sales order’s _Details_ page, and you can convert it to an **Invoice**, if required. Similar to Zoho Books, you can also perform actions like send email, print, mark as sent, and more.

![Sales Order Options](/books/help/images/integrations/crm/so-options.png)

### Create Purchase Orders

The _Create Purchase Order_ page in Zoho CRM is similar to the one in Zoho Books. The purchase order form is fetched from Zoho Books, and the **Purchase Order Number** field will be automatically generated based on your Zoho Books settings. Fill in the required details and save the purchase order.

Similar to Zoho Books, you can also perform actions like send email, print, mark as sent, and more.

![Purchase Order Options](/books/help/images/integrations/crm/po-options.png)

## Generate Reports

You can create customized reports in Zoho CRM for the transactions recorded in Zoho Books. Here’s how:

*   Click **Reports** at the top of the page.
*   In the next page, click **Create Report** in the top right corner.
*   In the _Create New Report_ pop-up, select the required module in the _Zoho Finance_ section of the dropdown, and click **Continue**.

You can create custom reports or edit the predefined reports to include data from both Zoho Books (including custom fields) and Zoho CRM. Learn how to [create a report in Zoho CRM](https://help.zoho.com/portal/en/kb/crm/analytics-and-dashboards/reports/articles/create-reports#Create_Reports).

![Create Report](/books/help/images/integrations/crm/create-report.png)

## Collaboration Between Sales and Finance teams

When you integrate Zoho Books with Zoho CRM, it allows your sales and finance teams to share data between the apps at the transaction level. The sales team can view comments related to a specific invoice, quote, or sales order in Zoho CRM. Similarly, the finance team can see notes, events, and calls related to that transaction in Zoho Books.

### View Comments in Zoho Books

Let’s consider an example where a sales transaction is created in Zoho CRM, and notes are added to it. Your finance team can view these details in Zoho Books. Here’s how:

*   Log into the Zoho Books organization integrated with Zoho CRM.
*   Navigate to the transaction where you want to view comments.
*   Click the **Zoho CRM** icon in the top right corner of the transaction’s _Details_ page.
*   In the _CRM Details_ pane, click **Notes**.

You can the comments added for the respective transaction.

### View Comments in Zoho CRM

Let’s consider an example where the finance team has commented on a transaction to communicate with the sales team. To view the comments:

*   Log in to the Zoho CRM organization integrated with Zoho Books.
*   Go to **Zoho Finance** at the top of the page.
*   Navigate to the transaction where you want to view comments.
*   In the transaction’s _Details_ page, navigate to the **Timeline** tab.

You can view the comments added to the transaction in the _History_ section.

![View Books Details](/books/help/images/integrations/crm-integration/crm-comments.png)