With Zoho, an organization can enjoy a wide variety of integrated tools to be used peripherally to increase productivity and efficiency.
The closest and most direct ones of the two interesting software are Zoho CRM for managing customer relationships and Zoho Books for handling financial aspects such as invoicing, expenses, and taxes. A smooth, unified workflow is formed when you join both applications; business operations will be seamless.
So, how to integrate Zoho Books and Zoho CRM? Visit our blog to discover the advantages and features of this integration and how it works.
Zoho CRM and Zoho Books – A Separate Overview
Integration will not make sense between the two unless their functions are known and understood separately first:
# Zoho CRM
This tool aids a company in effectively dealing with the entire customer cycle, which could include anything from incoming leads to existing customers. It contains an organized database that stores related information to a customer, such as contact details, sale history, preferences, etc. The tools included sales automation, lead generation, email marketing, and analytics.
# Zoho Books
It is the accounting program for businesses regarding finance-from invoicing, expenses, and billing to financial reporting and tax compliance. Some of the functionalities in Zoho Books include repetitive invoicing, reminders for payments, and invoice approval. With just one of them, you can manually work less.
How to Set Up Zoho Books and Zoho CRM Integration?
Setting up the integration is done easily:
1. Log in to Zoho CRM
- Begin by accessing your Zoho CRM account using your login credentials.
2. Access Zoho Books Integration Settings
- Navigate to the “Settings” section within the CRM interface.
- Click on the “Marketplace” option.
- Locate and find the Zoho Books integration within the marketplace.
3. Install the Integration
- Select the Zoho Books integration from the marketplace.
- Proceed with the installation process as guided by the system.
4. Authorize the Connection
- The next step after installation would be authenticating the connection between Zoho CRM and Zoho Books.
- This generally consists of logging into your Zoho Books account.
- Grant necessary permissions to allow Zoho CRM to access and interact with your Zoho Books data.
5. Customize Settings:
- After successful authorization, you can customize the integration settings to align with your specific business needs.
- This customization may include:
- Synchronizing customer data: Ensure seamless transfer of customer information between CRM and Books.
- Invoice settings: Define how invoices are created and managed within the integrated system.
- Payment tracking: Configure how payment information is recorded and tracked in both CRM and Books.
Integrating Zoho Books With Zoho CRM
1. Built-in Integration via Zoho Ecosystem
- It serves as an internal integration within the Zoho ecosystem to sync critical business data directly and easily between Zoho CRM and Zoho Books.
- Customer details, invoices, financial transactions, and so on are automatically pushed across these two applications.
- It allows organizations to keep their sales, customer data, and financial data aligned without the tedious process of manual data entry, ensuring smooth operations and lesser chances of errors.
2. Zoho Flow (Workflow Automation)
- Zoho Flow happens to be the platform for workflow automation with which custom integrations can be developed between Zoho Books and Zoho CRM or even with any other Zoho applications without the need for any coding.
- Apart from these, it is capable of automating repetitive tasks. For instance, moving particular data from one point to another through the system or triggering a specific action when certain conditions are met.
- Connecting multiple applications with a multi-step workflow into a single system for automating business processes is certainly important.
- For example, you could set up a flow that automatically updates CRM records when an invoice is generated in Zoho Books.
3. Custom API Integration
- They provide access to the APIs with both Zoho Books and Zoho CRM for businesses having a more complex or unique need.
- These APIs allow developers to implement custom integrations or develop advanced functionality by linking other third-party systems to Zoho applications.
- This method works perfectly for flexibly designing the integrations as per the specific needs of the organizations, whether it’s syncing data between Zoho apps and external tools or adding features that don’t come out of the box with that integration.
- Thus, API integration is best for those who look for high customization levels while connecting their Zoho apps to other platforms for which there is no native support provided.
4. Integration via Zoho One Suite
- Zoho One subscribers can benefit from having a suite of applications in a single package.
- It brings all applications in a complete package and includes different Zoho products, such as its Books by Zoho and CRM products.
- That unified experience evolves into the various business functions between finance, customer relationship management, marketing, and many others.
- Zoho One gives companies the advantage of more in-depth and comprehensive integration across more applications, making it easier to manage operations from a single platform.
Why Integrating Zoho CRM with Zoho Books is Essential?
Here’s why businesses require this Zoho Books integration with Zoho CRM:
- Centralized Data: This means that the contact information, interaction, sales history, and payment status of a customer are stored in one place so that there is less human intervention to input the information and increase consistency across the system.
- Improved Accuracy: Now, when integration is introduced, one would not require entering the same data into each system; it also reduces the chances of error. The information regarding the invoice and the payment automatically synchronizes Zoho Books invoice tracking from CRM to update both systems accordingly for accuracy.
- Enhanced Customer Experience: Allowing access to the CRM and financial information enables your team to deliver much improved and better customer service. For example, the sales representative can get the payment history of the customer before getting to them for follow-up so that the sales representative can tailor his approach based on the customer’s status.
- Time-Saving: Automation of invoicing, payment tracking, and follow-ups will release valuable time light for the business to concentrate on much more critical tasks. It also ensures that no steps are overlooked, thereby increasing the overall efficiency.
- Advanced Reporting: Integrated systems will provide enhanced reporting effects on both sides. Revenue and finance personnel can utilize the same set of data for easy tracking of performance, trends, and the generation of specific reports containing important information.
Wrapping It Up
Setting up Zoho CRM and Zoho Books integration offers a seamless way to manage both customer relationships and financial data. It enhances the horizon for businesses, fetching all sales and economic data in real-time to its environment. Businesses can automate processes such as invoice creation, payment tracking, and reporting as Zoho CRM customer data sync with Zoho Books.
By providing real-time insights, this integration minimizes manual data entry, improves accuracy, and enhances customer experience. Shiv Technolabs can help streamline your operations, saving time, reducing errors, and boosting overall efficiency with Zoho CRM and Zoho Books integration setup.
