This webinar aims to grant a perspective into the advantages, the whys, and the hows of integrating Zoho CRM with Zoho Books to seamlessly leverage accounting information, on an advanced level.
In addition to the integration setup, this webinar also covers in-depth challenges that arise in sales and accounting business practices that this integration solves.
Other topics discussed:
Syncing both applications
Automating finance operations through CRM
Working with finance modules in CRM
Best practices for CRM actions
FAQs
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