How do I enable the “Zoho Finance” module in Zoho CRM?

The Zoho Finance Suite integration allows you to integrate your Zoho Finance applications (i.e, Zoho Books, Zoho Invoice Zoho Expense and Zoho Billing) with Zoho CRM. As a result, you can view and monitor invoices, estimates, purchase orders, sales orders, expenses, expense reports and subscription details related to customers within your Zoho CRM account from the Zoho Finance Module.

Ensure that you have enabled all modules within the Transaction Module sync from Zoho Books integration page. Once done, these Zoho Books modules will get reflected at the Zoho CRM end under the Zoho Finance tab. Now, you will be able to create, edit, view and send transactions from Zoho CRM.

Note: Zoho Finance module will be available only if the Zoho CRM organization is mapped under the Professional or higher plans.

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