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QuoteWerks Help
Version 25 (Build 1) 
November 22, 2024
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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

Using the Zoho Integration