5 Key Things To Know for Integrating Zoho CRM and Zoho Books

Before you jump straight into integrating Zoho CRM with Zoho Books, there are a few things you will want to know and do first. This video covers all those key things in 5 quick segments!
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TIME STAMPS
0:00 Intro
0:53 1 - Understanding How Syncs Work
3:23 2 - Determining Records To Be Synced
6:57 3 - Setting Up Filters For Accounts/Contacts
9:50 4 - Setting Up Field Mapping
12:47 5 - How To Use It
15:50 Recap
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