Zoho CRM & Zoho Finance Integration

Nov 9, 2023 | General

Benefits of Integrating Zoho CRM with the Zoho Finance Suite

Are you interested in establishing better lines of communication between sales and accounting?  Zoho’s popular CRM integrates seamlessly with the Zoho Finance suite of applications. With this integration, you enjoy a single database of customers, vendors and items, making redundant data entry a thing of the past.  Additionally, your team gains the financial insights they need right from records in your CRM.  Further, Zoho Finance provides you with online payment options, automatic payment reminders and other workflows, as well as a portal for your customers to login, approve estimates and pay invoices.  If you’re interested in learning more about this powerful combination, please read on or contact us.  

In addition to this blog, please review our recent webinar recording on the same topic:

What is the Zoho Finance Suite?

Most of you are already familiar with Zoho CRM but the Zoho Finance Suite may need an introduction.  The Zoho Finance Suite is comprised of Zoho Invoice, Zoho Books, Zoho Inventory, Zoho Billing (formerly Subscriptions), Zoho Expense and Zoho Checkout.  Each of these apps can be subscribed to as part of Zoho One, the Zoho Finance suite, or individually a-la-carte.  
  • Zoho Invoice makes and sends professional invoices with your branding.  
  • Zoho Books manages all of your typical accounting needs, from invoices and payments to tax compliance and financial reporting
  • Zoho Inventory manages your stock, order fulfillment and inventory controls.  
  • Zoho Billing (formerly Subscriptions) manages recurring customer subscriptions and payments.  
  • Zoho Expense scans receipts and streamlines expense report creation, approval and reimbursement.  
  • Zoho Checkout builds custom branded payment pages without writing a single line of code or any need to worry about web-hosting.  
If you’re interested in seeing how Zoho Books and the rest of the Finance Suite compare to some of the typical competitors, we’d recommend checking out what the experts at PC Magazine, Software Advice and Forbes Advisor have to say.  

Overview of Zoho Finance Integration with Zoho CRM

The Zoho Finance integration with Zoho CRM provides seamless integration of many key modules, including visibility in CRM of Finance transactions:
  • Zoho Books – Invoices, Estimates, Sales Orders and Purchase Orders
  • Zoho Expense – Expenses and Expense Reports
  • Zoho Billing – Subscriptions and Recurring Billing
  • Zoho Inventory – Products, Stock Updates, Sales Orders, Packages, Shipments, Invoices and Purchase Orders
Additionally, the integration of these applications provides an ongoing synchronization of other key modules (Accounts, Contacts, Products and Vendors) so data can be maintained easily in whichever application you like. 
Within the sync configuration there are numerous options to suit your preferences, from one-way to two-way sync, custom field mapping, and more.  
Additionally, there are advanced workflow options to integrate Zoho CRM with the Zoho Finance Suite more tightly.  One such integration is available within the configuration setup, enabling you to automatically create and update Finance Suite transactions like Estimates and Invoices based on movement within CRM Deal Stages.  
Other advanced integrations can also be configured through CRM Actions by Zoho Flow.  
Once Zoho CRM and the Finance Suite applications are integrated, you’ll see new items available within CRM Security Profiles so you can be sure to provide your users with exactly the visibility and capabilities they need while limiting access to potentially sensitive data: 
There are also many “contextual” integrations with Zoho CRM and the Zoho Finance Suite, providing your team (who has access) with helpful insights across applications.  
Zoho Inventory Packages within Zoho CRM Related Lists:
Various Zoho Finance Widgets within Zoho CRM Modules:
Further, Zoho Finance Suite data can be included within Zoho CRM Reports and Analytics (Dashboards):  

Need Help? Don’t Have Time to Do It Yourself?

At AspenTech CRM we create software solutions that make business simpler. We can assist in determining if the Zoho Finance Suite is right for you, along with implementation, configuration, custom development and integrations, training, and ongoing technical support.  If you’re interested in learning more about the Zoho Finance Suite or how it can be integrated with Zoho CRM, please Contact us or call 866-880-4228 to start a conversation with one of our experts.