In this video tutorial, we walk you through how to integrate QuickBooks with Zoho CRM. Since this isn’t as simple as finding a connector in the CRM we thought we would share all the steps involved in this process. Enjoy!
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Zoho CRM Full Product Tutorial – 2022
February 15, 2022, 10:00 AM Pacific Time
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🎬 TIME STAMPS 🎬
0:22 Step 1 – Data Connector with Zoho Analytics
1:40 How To Find the QB Unique Identifier
2:45 Importing and Updating Zoho CRM Contacts
4:45 Referencing the Data as a Related List
5:30 The Deluge Code
6:30 Final Steps
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