<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Zoho CRM Integration |
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Important: Please note the Professional or Corporate Edition of QuoteWerks is required to integrate with Zoho. |
This section will take you through the steps of integrating your Zoho account with QuoteWerks.
Setup
Select the Contacts -> Setup Contact Manager menu to choose your contact manager. Select the Zoho option:
Click on the [Zoho Setup] button to begin setup.
For more information on Zoho integration, please see:
•Setting up the Zoho Integration