Create deals in Zoho CRM from Zoho Books estimates
Create deals in Zoho CRM from Zoho Books estimates
For those who use Zoho CRM and Zoho Books together, a new zoho books custom functions helps optimize the sales process by creating a deal in Zoho CRM when an estimate is created in Zoho Books.
This automation is set up using a custom function and a workflow rule. You create the custom function first, and then configure a workflow rule to trigger it automatically in your zoho books implementation.
This function provides a way to link sales and accounting processes, helping ensure that your sales team is immediately aware of a new zoho estimate created.
