Zoho CRM to QuoteCloud field map
Every field the Zaps on this site pass, grouped by Zap and module: which way it travels, where it lands and a sample value from the fictional businesses in the examples.
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- Building QuoteCloud since 2013
QuoteCloud and Zoho CRM exchange only the fields your Zaps map, through QuoteCloud's Zapier app on Essentials and up. Deal and product details from Zoho CRM go into a document's data items or QuoteCloud's product library; document events come back as deal fields, a stage, tasks, a converted lead and the attached signed PDF.
Last reviewed by the QuoteCloud team
Wexmoor Freight & Logistics' draft proposal WF-Q-4870, showing the data items a Zap filled from the Zoho CRM deal: prepared for Sophie Lindqvist, Zoho deal ID 48769100023, account Bramblewood Homewares and account manager Ines Okoye.
Which Zoho CRM fields go where?
Arrows point the way the value travels. Each group is one Zap on this site.
| Zoho CRM: Zoho CRM field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Zaps · New Module Entry / Updated Module Entry (Deals) → Create Document | |||||
| Deal Name | Zoho CRM to QuoteCloud | Document title | Document field | Bramblewood Homewares · Interstate lanes |
The value Find Module Entry searches on later. |
| Id | Zoho CRM to QuoteCloud | Zoho deal ID | Data item | 48769100023 |
|
| Account Name | Zoho CRM to QuoteCloud | Account | Data item | Bramblewood Homewares |
|
| Deal Owner | Zoho CRM to QuoteCloud | Account manager | Data item | Ines Okoye |
|
| Lead Source | Zoho CRM to QuoteCloud | Lead source | Data item | Website enquiry |
|
| Email, First Name, Last Name (Find Module Entry, Contacts) | Zoho CRM to QuoteCloud | Contact (Find or Create Contact) | Contact field | sophie.lindqvist@example.com |
|
| Stage | Zoho CRM to QuoteCloud | Filter by Zapier | Search value | Proposal/Price Quote |
Decides whether the Zap continues. |
| QuoteCloud status (custom deal field) | QuoteCloud to Zoho CRM | Document reference | Deal field | Draft ready · WF-Q-4870 |
|
| Zap · Recipient Signed Document → Convert Lead | |||||
| Email (Find Module Entry, Leads) | QuoteCloud to Zoho CRM | Recipient email | Search value | theo@hollisbikes.example.com |
|
| Lead ID (Convert Lead) | QuoteCloud to Zoho CRM | The lead found | Lead | Theo Marsh · Hollis Bike Works |
|
| Zaps · Recipient First Viewed Document / Document Status Changed / Document Comment Event | |||||
| Deal Name (Find Module Entry, Deals) | QuoteCloud to Zoho CRM | Document title | Search value | Kestrel Robotics · Manual localisation, 4 languages |
|
| QuoteCloud status, First viewed (custom deal fields) | QuoteCloud to Zoho CRM | Status, viewed at | Deal field | Viewed · Tue 13 Oct 2026, 9:40 am |
|
| Task: Subject, Due Date, related deal (Create Module Entry, Tasks) | QuoteCloud to Zoho CRM | Recipient, comment, reference | Task | Call Hana about LM-Q-1187 |
|
| Zaps · Recipient Signed Document / Document Signing Complete | |||||
| Signatures (custom deal field) | QuoteCloud to Zoho CRM | Recipient name | Deal field | 1 of 2 · Nadia Ferris |
|
| Stage | QuoteCloud to Zoho CRM | A fixed value | Deal field | Closed Won |
|
| Amount | QuoteCloud to Zoho CRM | Total, if the trigger carries it | Deal field | 33100.00 |
|
| Attachment (Add Attachment) | QuoteCloud to Zoho CRM | PDF link (Generate or Fetch Document PDF Link) | AP-PO-2240 signed.pdf |
Same Zap: the link is short-lived. | |
| Zaps · Document Expired / Document Lost | |||||
| QuoteCloud status | QuoteCloud to Zoho CRM | Reference | Deal field | Expired · LM-Q-1162 |
|
| Stage (Lost only) | QuoteCloud to Zoho CRM | A fixed value | Deal field | Closed Lost |
|
| Zaps · Products | |||||
| Product Code | Zoho CRM to QuoteCloud | SKU (Find or Create Product) | Search value | TE-BRK-220 |
The match key both ways. |
| Product Name, Unit Price, Product Category | Zoho CRM to QuoteCloud | Name, price, category | Price-table column | Mounting bracket · 14.80 · Brackets |
|
| Unit Price (Create/Update Module Entry, Products) | QuoteCloud to Zoho CRM | Price (Product Changed) | Product field | 21.60 |
|
All values are sample data from fictional businesses. Field names on your Zap's test data follow your Zoho CRM layout. A Make scenario maps the same fields.
The one field every return Zap needs
A Zap that starts in QuoteCloud has to find its deal in Zoho CRM. When a Zap creates the document, give it the deal name as its title and put the deal's Id in a data item.
Find Module Entry then searches the Deals module on the deal name. When your trigger's test data shows the Zoho deal ID data item, you can map it straight into Update Module Entry.
Where the deal's details come fromData 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
Zoho CRM field types to watch
Pick lists
Stage and other pick lists only take their own values: use exactly the same wording, such as Closed Won, in the fixed value.
Currency
Amount and Unit Price want a number without a currency sign. Decide whether the deal's amount is before or after tax.
Dates
Closing Date and a task's Due Date want a date: check the format of QuoteCloud's dates in the test data before mapping them.
Lookups and owners
Contact Name and Account Name are lookups to other modules, and owners are users. Map IDs from a Find Module Entry step where Zapier asks for them.
Map your own fields
QuoteCloud's Zapier app and custom data items are on the Essentials plan and up. Start a free 14-day trial and map a test deal.
Field map questions
Which Zoho CRM details can fill a QuoteCloud document?
Whichever fields your Zap maps from the module entry that starts it: for a deal, its name, Id, owner, account, contact, lead source and custom fields. QuoteCloud's Create Document puts them into the template's data items, and Find or Create Contact plus Add Document Recipient add the contact.
What are data items in QuoteCloud?
Data items are named fields in a QuoteCloud template, such as Zoho deal ID or Account manager, that fill the same value wherever they appear. QuoteCloud's Create Document can fill them from a Zap. Custom data items are on the Essentials plan and up.
Can a Zap copy a Zoho CRM quote's line items into the price table?
Not on this site. Create Document can add price-table rows from values you map, and Zoho CRM's Find Module Entries mentions line item support, but turning a list of line items into rows hasn't been confirmed. Keep packages in the template's price table.
Which fields travel back to Zoho CRM?
Whatever QuoteCloud's triggers carry and you map: who viewed or signed and when, the document's title and reference, its status, and the signed PDF from Generate or Fetch Document PDF Link. They land as deal fields, a stage, tasks, a converted lead or an attachment.
More on QuoteCloud and Zoho CRM
Six use cases with the exact Zapier steps, then how to connect, the limits and the cost.
- 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.
- 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.
- 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.
- 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.
- 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.
Typed once, in Zoho CRM.
Start a free 14-day trial, add data items to your template and map your first Zoho CRM deal with a Zap.