Connect Zoho CRM to QuoteCloud, deal to signature
Draft proposals when a Zoho CRM deal reaches your stage, then bring every view, comment and signature back to the deal, close it won and attach the signed PDF, through QuoteCloud's Zapier app. Teams that build their own can use Make.
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- Building QuoteCloud since 2013
QuoteCloud connects to Zoho CRM through QuoteCloud's Zapier app, on the Essentials plan and up, or through Make as a bring-your-own setup. A Zap can draft a proposal when a deal reaches a stage or a lead converts, then update the deal, add tasks and attach the signed PDF as the buyer views and signs. Each Zap runs one way.
Last reviewed by the QuoteCloud team
Illustration with sample data: on the left a generic Zoho CRM deal record, Bramblewood Homewares · Interstate lanes; on the right QuoteCloud's contract rate proposal WF-Q-4870; a thread joins them (Zapier). Six jobs play in turn, the data riding the thread: 1, Create: a blueprint transition moves the deal to Proposal/Price Quote and a Zap drafts WF-Q-4870 (Updated Module Entry then Create Document). 2, Track: Sophie Lindqvist opens the proposal and the deal's QuoteCloud status turns Viewed (Recipient First Viewed Document then Update Module Entry). 3, Close: Sophie signs and the deal moves to Closed Won (Document Signing Complete then Update Module Entry). 4, File: the same Zap attaches the signed PDF to the deal (Generate or Fetch Document PDF Link then Add Attachment). 5, Notify: one more step tells the team in Slack or Microsoft Teams (Document Signing Complete then Send Channel Message). 6, Follow up (what if the proposal expires instead): Ines Okoye gets a task (Document Expired then Create Module Entry). It ends on the signed proposal with the deal closed won.
What can QuoteCloud do with Zoho CRM?
Six jobs across the life of a lead, a deal and your products, each one a Zap. Each links to the recipe that builds it, with the exact Zapier steps.
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First proposal
Convert a lead and its new deal drafts the first proposal from your template. A signature can convert a lead, too.
- New Module Entry
- Create Document
-
Stages
A deal reaching your proposal stage, by hand or through a blueprint transition, drafts the document. Its status comes back.
- Updated Module Entry
- Create Document
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The buyer
Packages, options, comments, eSignature and the deposit in one proposal, with the signed amount written back to the deal.
- Document Signing Complete
- Update Module Entry
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Signers
Each signature updates the deal and gives the owner a task to chase the next signer; the last closes it won.
- Recipient Signed Document
- Create Module Entry
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Activity
First views, comments, expiry and lost proposals become deal fields and follow-up tasks.
- Recipient First Viewed Document
- Update Module Entry
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Products
New Zoho CRM products join QuoteCloud's product library; QuoteCloud product changes go back to Zoho.
- New Module Entry
- Find or Create Product
Every Zap runs one way, from its trigger to its steps, so two directions means two Zaps. The same jobs can be built in Make, bring your own. See what it can and can't do.
Signed in QuoteCloud, closed won and filed in Zoho CRM
The recipe most Zoho CRM teams build first: the deal closes when the last signer signs, with the signed copy attached.
ZapSigning complete: Closed Won, then attach the PDF
-
When
QuoteCloudTriggerDocument Signing CompleteFires once every signer has signed.Passes on
- Document title
- Document reference
- Signed date
-
Then
Zoho CRMSearchFind Module EntryIn the Deals module, by the deal name used as the document's title.Searches on
- Module: Deals
- Deal Name
-
Then
Zoho CRMActionUpdate Module EntryMapped in
- Deal ID
- Stage: Closed Won
- QuoteCloud status
-
Then
QuoteCloudActionGenerate or Fetch Document PDF LinkThe link is short-lived, so the next step uses it straight away.Mapped in
- Document
-
Then
Zoho CRMActionAdd AttachmentMapped in
- Module: Deals
- Deal ID
- File (the PDF link)
-
Or
SlackAction · optionalSend Channel MessageTell the operations team.Mapped in
- Channel
- Message
If your stages are run by a blueprint, check that Update Module Entry may change the Stage on your account; otherwise write a QuoteCloud status field and let the blueprint use it. See stages and blueprints.
Sophie Lindqvist signs Wexmoor's rate proposal on Thursday morning. A minute later the Bramblewood deal is Closed Won in Zoho CRM, WF-Q-4870 signed.pdf is attached to it, and the operations channel knows to book the first linehaul.
Result
The deal closes and the signed copy is on it the moment the last signer signs, without anyone updating Zoho CRM by hand.
QuoteCloud's Zapier app: Essentials and up
When several people sign QuoteCloud for freight and logisticsBoth sides of the same deal
The draft in QuoteCloud, filled from the deal by a Zap, and the deal the Zaps keep up to date.
Data items filled by the Zap
Prepared for- Sophie LindqvistFrom Zoho CRM · Contact Name
Zoho deal ID- 48769100023From Zoho CRM · Id
Account- Bramblewood HomewaresFrom Zoho CRM · Account Name
Account manager- Ines OkoyeFrom Zoho CRM · Deal Owner
First quarter, priced
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Weekly lanes | $28,444 | ||
Northgate DC → Port Ellery, per palletTuesday and Friday linehaul, 12 pallets a week
|
156 pallet | $92 | $14,352.00 |
Northgate DC → Kestrel Bay, per palletWednesday linehaul, 8 pallets a week
|
104 pallet | $118 | $12,272.00 |
Tail-lift delivery, per store dropStores without a dock
|
26 drop | $45 | $1,170.00 |
Onboarding & label set-upBooking portal, labels, first-week supervision
|
1 once | $650 | $650.00 |
| Add if you'd like Tick to add | |||
Saturday delivery windowPer store drop
|
26 drop | $60 | $1,560.00 |
- Subtotal
- $28,444.00
- Tax (10%)
- $2,844.40
- Total
- $31,288.40
- Plus, monthly
- $0.00/mo
Zap
- Updated Module Entry
- Create Document
- Update Module Entry
Deal · ID 48769100023Bramblewood Homewares · Interstate lanes
- Qualification
- Needs Analysis
- Proposal/Price Quote
- Negotiation/Review
- Closed Won
- Amount
- $28,444.00
- Deal Owner
- Ines Okoye
- Account Name
- Bramblewood Homewares
- Contact Name
- Sophie Lindqvist
- Closing Date
- 30 Oct 2026
- QuoteCloud status
- Draft ready · WF-Q-4870
Activity timeline
- QuoteCloud status: Draft ready · WF-Q-4870Check it, then send it to SophieTue 20 Oct · 10:14 am · Added by a Zap
- Stage changed to Proposal/Price QuoteBlueprint transition: Rates approved, by Callan MercerTue 20 Oct · 10:13 am
- Stage changed to Needs AnalysisBlueprint transition: Lanes scopedFri 16 Oct · 3:45 pm
- Deal createdFrom the converted lead, by Ines OkoyeMon 12 Oct · 11:20 am
Illustration with sample data: a generic CRM record, not Zoho CRM’s screen.
The deal record is our illustration of a generic CRM with sample data, not Zoho CRM's screen. Every business here is fictional.
Try it with your own Zoho CRM deals
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build your first Zap with a test deal.
What moves between Zoho CRM and QuoteCloud?
Deal, lead and product details go in; document news comes back. The buyer's choices stay with the buyer.
From Zoho CRM into QuoteCloud
A deal's name, ID, owner, account, contact and custom fields, mapped into the template's data items and the recipient; new Zoho products into the product library.
The full field mapFrom QuoteCloud back to Zoho CRM
First views, comments, each signature, expiry and lost proposals, written as deal fields, a new stage, tasks for the owner and the attached signed PDF.
Quote activity on the dealWhat stays with people
A Zap never ticks options or chooses content blocks: the buyer chooses the package and extras, and your rep checks the draft before it's sent.
What the buyer gets
Zapier or Make: how do you want to build it?
There's no native Zoho CRM connection on any plan. Both routes reach the same QuoteCloud events and actions.
Zapier: QuoteCloud's Zapier app
Ready-made QuoteCloud triggers, actions and searches beside Zoho CRM's own Zapier app: the recipes on this site. Essentials and up; documents a Zap creates carry US$2.00, $1.80 or $1.60 each by volume.
Connect it, step by stepMake: bring your own
Connect Make to QuoteCloud with Make's built-in OAuth, then call QuoteCloud's API or Zapier endpoints from a scenario, beside Make's own Zoho CRM modules. No ready-made QuoteCloud app on Make: you design each step.
Compare the routes
Every recipe, set-up guide and answer
Six use cases built with the exact Zapier steps, then how to connect, which fields to map, the limits and the cost.
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From a converted Zoho CRM lead to the first proposalWhen a lead converts and its deal is created, a Zap drafts the first proposal; a signature can convert a lead too.Explore
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Let Zoho CRM deal stages and blueprints drive documentsA deal reaching your proposal stage, by hand or through a blueprint transition, drafts the document; its status comes back.Explore
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Proposals that go beyond the Zoho CRM Quotes moduleWhat the buyer gets in a QuoteCloud proposal: packages, options, comments, eSignature and payment, with the deal kept up to date.Explore
- Multi-signer approvals on Zoho CRM dealsEach signature updates the deal and chases the next signer; the last one closes it won and files the signed PDF.
- See quote activity on the Zoho CRM dealFirst views, comments, expiry and lost quotes become deal fields and tasks for the deal's owner.
- Zoho CRM products and the QuoteCloud product libraryNew Zoho CRM products added to QuoteCloud's product library, and QuoteCloud product changes written back to Zoho.
- Connect Zoho CRM to QuoteCloud, step by stepCheck the plan, connect both apps in Zapier, build the first Zap, find the deal again and test it; or build it in Make.
- Zoho CRM to QuoteCloud field mapEvery field the Zoho CRM Zaps on this site pass, which way it travels, the module it lives in and a sample value.
- What QuoteCloud with Zoho CRM can and can't doWhat the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the Zoho CRM connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions Zoho CRM teams ask before connecting QuoteCloud.
Zoho CRM questions, answered
How does QuoteCloud connect to Zoho CRM?
Through QuoteCloud's Zapier app, with no code to write. Each Zap starts from one event, such as a Zoho CRM deal being updated or a QuoteCloud document being signed, and runs steps in the other app. A Zap runs one way, so you build one Zap for each job, such as drafting proposals or closing deals won.
Is there a native Zoho CRM integration?
No. QuoteCloud has no native Zoho CRM connection on any plan. Zoho CRM connects through Zapier, with QuoteCloud's Zapier app on Essentials and up, or through Make as a bring-your-own setup with QuoteCloud's API. Every recipe on this site is a Zap you build.
Which QuoteCloud plan do I need for Zoho CRM?
Essentials or higher: Zapier and API access are on QuoteCloud's Essentials plan and up. Documents created through Zapier or the API carry a per-document fee of US$2.00, $1.80 or $1.60 by volume. Zaps that only update Zoho CRM, such as closing a deal won or adding a task, don't create documents.
Can the Zoho CRM deal close when the proposal is signed?
Yes. QuoteCloud's Document Signing Complete trigger fires once every signer has signed. The Zap finds the deal with Zoho CRM's Find Module Entry and runs Update Module Entry to set the stage, then can attach the signed PDF with Generate or Fetch Document PDF Link and Add Attachment.
Can we use Make instead of Zapier with Zoho CRM?
Yes, as a bring-your-own setup. QuoteCloud has no ready-made app on Make: you connect Make to QuoteCloud with Make's built-in OAuth connection, then call QuoteCloud's API or Zapier endpoints from your scenario, beside Make's own Zoho CRM modules. API access is on Essentials and up.
Propose from the deal. Close it on signature.
Start a free 14-day trial of QuoteCloud, connect Zoho CRM through Zapier and build your first Zap with a test deal.