"Quote approved in CRM!"

‍
Now what?
• Create invoice in Books
• Match all line items
• Copy custom fields
• Set payment terms
(That's 15 mins gone...)

The flow we built:
Quote "Accepted" →
• Invoice generates
• Emails to client
• Shows in CRM dashboard
• Appears in Books
• Payment link included

Your sales team sees it in CRM.
Your finance team sees it in Books.
Your client gets it immediately.

Everyone stays in sync, automatically.

Tip: Works great for high-volume quoting businesses.

Watch this automation live: https://zurl.co/hyqRd

#ZohoCRM #ZohoBooks #SalesAutomation

‍