Associate Taxes to Contacts in Zoho CRM | FAQ

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How do I associate the Taxes to the contacts in Zoho Books that come from Zoho CRM?

The tax associated with a record in Zoho CRM will not get synced into Zoho Books via the integration. Instead, you can make use of a custom function.

Create a custom field for the Contacts/Accounts module in Zoho CRM and give the tax value.

Configure a Custom function in such a way that the value from the custom field in CRM updates the Tax field in Zoho Books.

For further assistance, you can write to us at support@zohocrm.com.

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