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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At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

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