Sync Sales and Finance in Zoho One to Eliminate Manual Data Entry
Connect deals, invoices, and payments all in one system to eliminate manual data entry and quickly win more deals.
The Challenge – Manual Handovers Between Sales and Accounting Create a Bottleneck
Sales closes a deal, but errors start to creep in when data is manually copied between sales and accounting systems. Mistyped contact info, incorrect invoicing dates, unclear payment statuses, and more can leak revenue and prevent a full picture of business health.
How Does Zoho One Close Deals and Generate Invoices Automatically?
Zoho One gives you one set of tools to automatically sync data across sales and finance.
- A deal is marked "Closed Won" in Zoho CRM, and an invoice is automatically generated.
- That same invoice appears in both Zoho Books and Zoho CRM, keeping both sales and finance teams in the loop.
- The invoice can be sent to the customer for payment from either CRM or Books, and the invoice status updates automatically in both tools.
- Both sales and finance data gets pushed to Zoho Analytics, where reports and dashboards are automatically created using both datasets.
What does syncing sales and finance look like for a sales rep or accountant?
As soon as a sales rep marks a deal closed in Zoho CRM, an invoice is generated in Zoho Books. The customer gets an email requesting payment. Accountants sand sales reps can track whether payments are overdue. Relevant reports and dashboards in Zoho Analytics update instantly. No follow-ups. No errors.
What Makes Zoho One Different
No exports. No spreadsheets.
Zero code. All-in-one.
- Native sales and finance integration
- Auto-generated estimates and invoices
- Real-time payment tracking
TESTIMONIALS
How The Accounting Lab Save $300,000 Annually with Zoho One
Robert Craig COO, ABA Advisors.
This tax and accounting firm once relied on disconnected apps and manual processes that stifled their growth.
Now, with Zoho One, they:
- Auto-sync data between sales and finance
- Manage 10,000 active projects
- Have org-wide visibility with Analytics
The result? A 100% adoption rate and huge boost in ROI with over $300,000 saved annually.
Frequently asked questions
No, this is all plug and play within CRM and Books.
Yes. Just turn on the integration between CRM and Books and configure how you'd like.
Yes, as long as you push your data to Zoho Books.
You can enable this integration if you’re subscribed to both Zoho CRM and Zoho Books. However, with Zoho One, these apps come bundled together—making it simpler to manage and scale without separate subscriptions.