1 / 24

How Zoho and FreeAgent Connector (ZTFA) Works

Using Zoho CRM and FreeAgent is all the more easier with this ZTFA Connector.With it's bi-directional syncing it gives you true peace of mind.

KloudConnectors
Download Presentation

How Zoho and FreeAgent Connector (ZTFA) Works

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Kloud Connectors How Zoho and FreeAgent Connector (ZTFA) Works? https://www.kloudconnectors.com/zoho-to-freeagent-connector

  2. Contents https://www.kloudconnectors.com/zoho-to-freeagent-connector

  3. Introduction https://www.kloudconnectors.com/zoho-to-freeagent-connector

  4. How to Set Up Zoho to FreeAgent Connector Step 1:Connect your Zoho CRM and FreeAgent a.Authorize ZTFA in your FreeAgent b.Connect to your Zoho CRM Step 2:Choose Sync Options Step 3:Choose Sync Timings https://www.kloudconnectors.com/zoho-to-freeagent-connector

  5. How to Set Up Zoho to FreeAgent Connector Step 1:Connect your Zoho CRM and FreeAgent a. Authorize ZTFA in your FreeAgent https://www.kloudconnectors.com/zoho-to-freeagent-connector

  6. How to Set Up Zoho to FreeAgent Connector Step 1:Connect your Zoho CRM and FreeAgent a. Authorize ZTFA in your FreeAgent https://www.kloudconnectors.com/zoho-to-freeagent-connector

  7. How to Set Up Zoho to FreeAgent Connector https://www.kloudconnectors.com/zoho-to-freeagent-connector

  8. How to Set Up Zoho to FreeAgent Connector Step 1:Connect your Zoho CRM and FreeAgent b.Connect to your Zoho CRM https://www.kloudconnectors.com/zoho-to-freeagent-connector

  9. How to Set Up Zoho to FreeAgent Connector Step 1:Connect your Zoho CRM and FreeAgent b. Connect to your Zoho CRM https://www.kloudconnectors.com/zoho-to-freeagent-connector

  10. How to Set Up Zoho to FreeAgent Connector Step 2:Choose Sync Options https://www.kloudconnectors.com/zoho-to-freeagent-connector

  11. How to Set Up ZTFA Connector Step 2:Choose Sync Options Once you finish the Step 1 you can proceed to Step 2 You can choose the options as shown below https://www.kloudconnectors.com/zoho-to-freeagent-connector

  12. How to Set Up Zoho to FreeAgent Connector Step 3:Choose Sync Timings https://www.kloudconnectors.com/zoho-to-freeagent-connector

  13. How to Set Up Zoho to FreeAgent Connector Step 3: Choose Sync Timings https://www.kloudconnectors.com/zoho-to-freeagent-connector

  14. How to Set Up Zoho to FreeAgent Connector Sample Invoice in Zoho CRM with all the mandatory fields required to Sync the record https://www.kloudconnectors.com/zoho-to-freeagent-connector

  15. How to Set Up Zoho to FreeAgent Connector Zoho Invoice Synced in FreeAgent is as follows https://www.kloudconnectors.com/zoho-to-freeagent-connector

  16. How to Set Up Zoho to FreeAgent Connector Zoho Account and Contact synced in FreeAgent are as follows https://www.kloudconnectors.com/zoho-to-freeagent-connector

  17. How to Set Up Zoho to FreeAgent Connector Invoice status updated in Zoho CRM is as follows https://www.kloudconnectors.com/zoho-to-freeagent-connector

  18. How to Set Up Zoho to FreeAgent Connector You check the Details of your Sync in Sync Details https://www.kloudconnectors.com/zoho-to-freeagent-connector

  19. How to Set Up Zoho to FreeAgent Connector You check the Errors related to Sync in Sync Errors as shown below https://www.kloudconnectors.com/zoho-to-freeagent-connector

  20. How to Set Up Zoho to FreeAgent Connector You check the Timings for when did your Sync happened in Sync Timings https://www.kloudconnectors.com/zoho-to-freeagent-connector

  21. How to Set Up Zoho to FreeAgent Connector For more Detailed Instructions you can refer the User Guide as shown below https://www.kloudconnectors.com/zoho-to-freeagent-connector

  22. How to Set Up Zoho to FreeAgent Connector https://www.kloudconnectors.com/zoho-to-freeagent-connector

  23. Help Desk US : +1-917-720-3661 UK : +44-08447048669 IN  : +91-20-25393381 support@kloudconnectors.com Facebook https://www.facebook.com/KloudConnectors Twitter https://twitter.com/kloudconnectors Blog http://blogs.kloudconnectors.com https://www.kloudconnectors.com/zoho-to-freeagent-connector

More Related