QuoteCloud + Zoho CRM
Connect QuoteCloud to Zoho CRM through Zapier and a new deal can become a quote with its contact added as the recipient. When your client signs, the deal can move to its next stage without anyone copying the news across.
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Via Zapier
Zoho CRM is a customer relationship management app for tracking leads, contacts and deals through your pipeline. QuoteCloud customers keep their deals in Zoho CRM and send the quote or proposal their client signs from QuoteCloud.
See Zoho CRM triggers and actions on ZapierWorkflows
Each one is a trigger in one app and the steps that follow in the other. Build them as they are, or change any step.
01Via Zapier
A new entry in the Deals module creates a document from your template with the deal's details mapped in, and adds the deal's contact as its recipient.
Events & functions02Via Zapier
The Zap finds the deal and updates its stage and amount the moment your client signs, so the pipeline keeps up.
Real estate03Via Zapier
People you add in QuoteCloud also appear as contacts in Zoho CRM, unless they are already there.
Architects & engineersSetup
Create a Zap and sign in to QuoteCloud and Zoho CRM when Zapier asks. Zapier access to QuoteCloud is on the Essentials plan and up.
Pick Zoho CRM's New Module Entry on the Deals module to start a quote, or a QuoteCloud event such as Recipient Signed Document or New Contact Created.
Map Zoho CRM fields, standard or custom, into the document's data items and price-table rows, or map the document's status and total into the deal's stage and amount.
Run the Zap with a test deal and a document sent to an @example.com address, check both apps, and switch it on.
Zapier is on QuoteCloud's Essentials plan and up, and each document created through Zapier or the API carries a fee of US$2.00, $1.80 or $1.60 by volume.
FAQ
Through QuoteCloud's Zapier app, with no code to write. You choose what starts each Zap, such as a new deal in Zoho CRM or a recipient signing in QuoteCloud, and the action that follows, such as Create Document or Update Module Entry. Zapier shows the triggers and actions available for your Zoho CRM account as you build.
Yes, the ones you map. In Zapier you map Zoho CRM fields, standard or custom, into the document's data items and price-table rows, with a label, note, price, quantity, term, tax and discount for each row. The deal's contact can be added as the recipient. Zapier doesn't tick options or choose content blocks; your client ticks the options.
Yes. Recipient Signed Document and Document Signing Complete are QuoteCloud triggers in Zapier, so a signature can start a Zap that finds the deal and updates it, for example by moving its stage. First views and status changes are triggers too, using Recipient First Viewed Document and Document Status Changed, so the deal can show those as well.
No. Each Zap is a one-way automation that runs when its trigger fires. A new deal can create a document, and a signature can update the deal, but these are separate Zaps. Editing the deal in Zoho CRM won't change a quote you have already sent, so check the document before you send it.
Zapier access is on QuoteCloud's Essentials plan and up. Each document created through Zapier or the API carries a fee of US$2.00, falling to $1.80 and $1.60 at higher volumes. Zaps that only update Zoho CRM deals or contacts don't create documents, so they carry no QuoteCloud fee. You also need a Zapier plan that covers your task volume.
Try QuoteCloud free for 14 days, then connect Zoho CRM.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.
