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QuoteWerks Help
Version 25 (Build 1.17) 
January 16, 2025
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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 CRM option:

Click on the Zoho CRM to begin setup.

 

For more information on Zoho integration, please see:

Setting up the Zoho Integration

Using the Zoho Integration