Enhancements to Zoho Books Integration With Zoho CRM

Enhancements to Zoho Books Integration With Zoho CRM

February 2024

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Introduction of Integration Users

Sales personnel traditionally oversee tasks until the estimates stage in the sales process. This means that CRM users primarily engaged in the estimates module, without involvement in subsequent activities like invoices, can now be designated as Integration Users from CRM to Zoho Books, without the necessity for additional licenses in Books. In essence, integration users in Zoho CRM are standard CRM users whose administrators can assign specific permissions for designated tasks within the Estimates module.

Permissions of Integration Users

Once integrated, these users can perform all operations within the Estimates module, including creation, viewing, and editing of records. However, their access to other modules, such as Invoices, Sales Orders, and Purchase Orders, is limited to view-only mode. It's important to note that integration users will not have direct access to Zoho Books.

Unified Permissions Across Zoho CRM and Zoho Books

For users with access to both Zoho CRM and Books, the integration ensures consistent management of permissions across all aspects. Any restrictions imposed on actions or features in Zoho Books will be uniformly applied in CRM. This enhancement eliminates prior inconsistencies where users could access features in CRM without authorization in Zoho Books, ensuring uniform permission management and preventing unauthorized access or actions.

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