How to Integrate Zoho Finance Suite with Zoho CRM

27/10/2025 02:27 PM - By Droidedge Consulting

Handling customers and finances independently can hinder decision-making and lead to gaps between sales and accounting departments. Zoho addresses this issue by providing a smooth integration between Zoho Finance Suite and Zoho CRM.


This brief guide provides you with instructions on how to set up the integration and explains how it can enhance your business operations, including invoice tracking and customer payment updates.

What is Zoho Finance Suite?

Zoho Finance Suite is a collection of Zoho integrated financial applications that include:


Together, these apps form a unified system that gives your finance team real-time visibility into business transactions.

Step-by-Step Guide on How to Integrate Zoho Finance Suite with Zoho CRM

Step 1: Enable the Integration

1. Sign in to Zoho CRM with an administrator account.

2. Go to Marketplace → Zoho → Zoho Finance Suite.

enable ntegration
3. Click Setup now to begin the integration process

Step 2: Choose the Finance Applications to Connect

You can select which applications to integrate, for instance, Zoho Books, Zoho Invoice, or Zoho Inventory.
enable ntegration

Each application offers specific features:

  • Zoho Books syncs invoices, payments, and customer data.
  • Zoho Inventory shares product and stock details.

Step 3: Map Data Fields

enable ntegration
Map the corresponding fields between Zoho CRM and Zoho Finance apps; such as:

  • Contacts ↔ Customers

  • Products ↔ Items

  • Deals ↔ Estimates or Sales Orders

  • Invoices ↔ Invoices

enable ntegration
This ensures data consistency between your sales and accounting platforms.

Step 4: Configure Access Permissions

Decide which users can view or create invoices, estimates, or purchase orders from CRM.


On Zoho CRM, go to  → Setup → Security Control → Profile → Administrator → Extension Permission (Zoho)
enable ntegration

Step 5: Test the Integration

enable ntegration
  1. Before going live, create a test customer in Zoho Books and generate an invoice for the test customer.
  2. The test customer details you created on the Customers module in Zoho Books should reflect in the Contacts module in Zoho CRM.
  3. The invoices generated for this customer in Zoho Books should also reflect on the customer record in the Contact module of Zoho CRM.
enable ntegration

Key Benefits of Zoho Finance Suite Integration with Zoho CRM

enable ntegration

Once integration is complete, you’ll notice:

  • Automated record syncing between both systems.

  • Sales visibility into customer payments, outstanding balances, and credit limits.

  • Accurate revenue forecasting through linked deal and invoice data.

  • Unified customer profile, combining sales activity and financial history in one place.

Conclusion

Integrating Zoho Finance Suite with Zoho CRM closes the gap between sales and finance, helping your business operate as a single entity. From managing your leads to collecting payments from your existing customers, every step becomes more transparent and efficient, enabling better decision-making and faster growth.

If your business needs help setting up or customizing the integration, Droidedge Consulting can help you implement it smoothly and train your team to make the most of both systems. Talk to us today.

FAQs - Integrating Finance Suite Applications with Zoho CRM

What does integrating Zoho Finance Suite with Zoho CRM do?

It connects your sales and finance data together so you can manage invoices, payments, and customer details from one platform.

Do I need all Zoho Finance apps to integrate with CRM?

No. You can connect only the apps you need, such as Zoho Books or Zoho Inventory.

Who can set up the integration?

Only CRM administrators or users with marketplace access can install and configure the integration.

How do I confirm it’s working in Zoho Books?

Go to Sales → Customers in Zoho Books. If your CRM customers and invoices appear there, the integration is active.

Does it sync old data too?

Yes, It syncs both new and updated records automatically. You can manually import older data if needed.

Can all users see financial data in CRM?

Only users with the right role-based permissions can view or create financial records. Go to Setup → Security Control → Profile → Administrator → Extension Permission (Zoho) to configure access based on roles.

What if my data isn’t syncing?

Check your integration status, field mapping, and permissions. If issues persist, reach out to Droidedge Consulting for support.

Droidedge Consulting

Tags :
Categories :