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2026-05-11 Zoho Finance Suite integration audit

Snapshot date: 2026-05-11.

Source: user-provided screenshot of CRM Setup > Marketplace > Zoho > Zoho Finance Suite.

Captured state

  • Integration: Zoho Finance Suite Integration.
  • Finance modules enabled:
    • Zoho Books: Invoice, Estimate, Sales Order, Purchase Order.
    • Zoho Expense: Expense, Expense Report.
    • Zoho Billing: Subscriptions and recurring billing.
    • Zoho Inventory: Products, stock updates, sales orders, packages, shipments, invoices, purchase orders.
  • Integration users: 0.
  • Synchronization settings:
    • Accounts and contacts sync is Active.
    • Vendors sync is Active.
    • Products sync is Active.
    • Last sync shown for all three: May 11, 2026 07:27 PM.
    • Next sync shown for all three: May 11, 2026 09:27 PM.
  • CRM trigger point shown:
    • Create/Void an Invoice when a Deal is won/lost respectively.
  • Native CRM inventory modules setting:
    • Keep them. I am still using them as well.

References

  • Zoho CRM help: Zoho Finance Suite setup and configuration: https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-finance-suite/articles/zoho-finance-suite-crm-integration
  • Zoho CRM help: Using Zoho Finance Suite Integration: https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-finance-suite/articles/use-zoho-finance-suite-crm-integration