From a converted Zoho CRM lead to the first proposal
Convert the lead after the discovery call and its new deal drafts the first proposal from your QuoteCloud template, with the contact, account and lead source filled in. And when someone signs while still a lead, a Zap can convert them.
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- Building QuoteCloud since 2013
Build a Zap with QuoteCloud's Zapier app, on Essentials and up. Zoho CRM's New Module Entry trigger on the Deals module starts it when conversion creates the deal; Find Module Entry reads the contact, and QuoteCloud's Create Document drafts the proposal with the deal's details in data items. A second Zap can run Convert Lead when a lead signs first.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Glasswing Studio's draft website proposal GS-2690 for Ella Mancini, its data items filled by a Zap from the Zoho CRM deal created when her lead converted: prepared for Ella Mancini, business Sparrow & Pine Florist, Zoho deal ID 52093700081, lead source Website enquiry, designer Mia Okonkwo, and the template's price table, $15,000.00 plus tax. In front, an illustration of the new deal at Needs Analysis, owned by Mia Okonkwo.
Why start the proposal at lead conversion?
Glasswing Studio keeps every website enquiry as a lead in Zoho CRM until the discovery call. Once Mia Okonkwo knows the job is real, she converts the lead: Zoho CRM creates the contact, the account and the deal in one go. That's the moment the first proposal is needed, and the moment details used to be retyped.
With one Zap, converting the lead is all Mia does. QuoteCloud drafts the proposal from Glasswing's website template, fills its data items from the new deal and adds Ella Mancini as the recipient. Mia adds her sitemap notes and sends it the same afternoon.
- The template decides the content, the price table and the options; the Zap fills the details.
- The deal name becomes the document's title and the deal's ID a data item, so later Zaps can find the deal again.
- The lead source travels too, so the proposal can thank people for the way they found you.
How does a converted lead draft the first proposal?
Conversion creates a deal, and the new deal starts the Zap. Every name is the exact event you pick in Zapier.
ZapNew deal from a converted lead: draft the first proposal
-
When
Zoho CRMTriggerNew Module EntryModule: Deals. Fires when an entry is created, including the deal a conversion creates.Passes on
- Id
- Deal Name
- Deal Owner
- Account Name
- Contact Name
- Lead Source
- Stage
- Only if Filter by ZapierFilterOnly continue if Stage is Needs Analysis, the stage your team picks in the conversion form.
-
Then
Zoho CRMSearchFind Module EntryModule: Contacts. Reads the deal's contact: name and email.Searches on
- Contact Name
-
Then
QuoteCloudSearchFind or Create ContactUses the contact already in QuoteCloud, or creates it.Searches on
- First name
- Last name
-
Then
QuoteCloudActionCreate DocumentFrom your template. Data items take the deal's details.Mapped in
- Template
- Document title
- Zoho deal ID
- Business
- Lead source
- Designer
-
Then
QuoteCloudActionAdd Document RecipientMapped in
- Document
- Contact
-
Or
Zoho CRMAction · optionalUpdate Module EntryWrites the draft's reference to a custom deal field.Mapped in
- Module: Deals
- Deal ID
- QuoteCloud proposal
Check your trigger's test data: if it already carries the contact's email, skip Find Module Entry. The field map lists every field. The same job can be built in Make, bring your own: see the variations below.
Mia converts Ella's lead at 4:31 pm on Wednesday, straight after the discovery call. At 4:32 the draft GS-2690 is waiting in QuoteCloud with Ella's name, Sparrow & Pine Florist, the deal's ID and the lead source filled in, and the deal shows the draft's reference.
Result
The first proposal is drafted a minute after the lead converts. Mia adds her notes from the call and sends it before the end of the day.
Essentials and up · per-document fee for each document a Zap creates
Website proposals in QuoteCloudSigned while still a lead? Convert it on signature
Small fixed-price jobs often go out before anyone converts the lead. The signature can do it.
ZapLead signs: convert the lead
-
When
QuoteCloudTriggerRecipient Signed DocumentFires each time a recipient signs.Passes on
- Recipient email
- Recipient name
- Document reference
-
Then
Zoho CRMSearchFind Module EntryModule: Leads, by email.Searches on
- Only if Filter by ZapierFilterOnly continue if a lead was found, so contacts who are already customers are left alone.
-
Then
Zoho CRMActionConvert LeadConverts the lead to a contact and an account.Mapped in
- Lead ID
Zoho CRM's Zapier app describes Convert Lead as converting a lead to a contact and an account; check its options in your Zap if you also want a deal.
Theo Marsh at Hollis Bike Works signed Glasswing's $950 SEO audit, GS-S-0441, from a link Mia sent after a short call. He was still a lead in Zoho CRM. The Zap found him by email and converted him, so the job starts with a contact and an account, not a stale lead.
Result
People who sign before they're converted become contacts and accounts in Zoho CRM on the spot.
Essentials and up · no document created, no per-document fee
The lead converts, the proposal is drafted
Ella's lead in Zoho CRM before the call, and the draft the new deal started.
Lead · ID 52093700064Ella Mancini · Sparrow & Pine Florist
- Company
- Sparrow & Pine Florist
- ella@sparrowandpine.example.com
- Lead Source
- Website enquiry
- Lead Status
- Contacted
- Lead Owner
- Mia Okonkwo
Activity timeline
- Lead convertedTo a contact, an account and a dealWed 14 Oct · 4:31 pm
- Discovery call with EllaCompleted by Mia OkonkwoTue 13 Oct · 10:00 am
- Lead createdWebsite enquiry: a new site with online orderingFri 9 Oct · 2:18 pm
Illustration with sample data: a generic CRM record, not Zoho CRM’s screen.
Zap
- New Module Entry
- Find Module Entry
- Create Document
Data items filled by the Zap
Prepared for- Ella ManciniFrom Zoho CRM · Contact Name
Business- Sparrow & Pine FloristFrom Zoho CRM · Account Name
Zoho deal ID- 52093700081From Zoho CRM · Id
Lead source- Website enquiryFrom Zoho CRM · Lead Source
Designer- Mia OkonkwoFrom Zoho CRM · Deal Owner
Your website, priced
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Design & build | $15,000 | ||
Discovery, sitemap & wireframesTwo workshops and a clickable sitemap
|
1 stage | $1,800 | $1,800.00 |
Design, 8 page templatesDesktop and mobile, two rounds of changes
|
1 stage | $4,200 | $4,200.00 |
Build & CMSAccessible, fast pages your team can edit
|
1 stage | $6,400 | $6,400.00 |
Online shop & delivery zonesBouquets, add-ons and same-day cut-offs
|
1 stage | $2,600 | $2,600.00 |
| Add if you'd like Tick to add | |||
Copywriting, 8 pagesWritten in your voice, SEO-ready
|
1 job | $1,400 | $1,400.00 |
Product photo day40 bouquet photos for the shop
|
1 day | $1,150 | $1,150.00 |
- Subtotal
- $15,000.00
- Tax (10%)
- $1,500.00
- Total
- $16,500.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (30%)
- $4,950.00
A Zap never ticks options or chooses content blocks: the extras stay for Ella. The lead record is our illustration of a generic CRM with sample data, not Zoho CRM's screen.
What fills the first proposal?
What each step maps, with the sample values from Ella's new deal.
| Zoho CRM: Zoho CRM field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Into the document (Create Document, Add Document Recipient) | |||||
| Deal Name | Zoho CRM to QuoteCloud | Document title | Document field | Sparrow & Pine Florist · New website |
The value later Zaps search on with Find Module Entry. |
| Id (the deal) | Zoho CRM to QuoteCloud | Zoho deal ID | Data item | 52093700081 |
|
| Account Name | Zoho CRM to QuoteCloud | Business | Data item | Sparrow & Pine Florist |
|
| Lead Source | Zoho CRM to QuoteCloud | Lead source | Data item | Website enquiry |
|
| Deal Owner | Zoho CRM to QuoteCloud | Designer | Data item | Mia Okonkwo |
|
| Email, First Name, Last Name (Find Module Entry, Contacts) | Zoho CRM to QuoteCloud | Contact (Find or Create Contact) | Contact field | ella@sparrowandpine.example.com |
Add Document Recipient adds that contact. |
| Back to the deal (optional) | |||||
| QuoteCloud proposal (custom deal field) | QuoteCloud to Zoho CRM | Document reference | Deal field | GS-2690 · draft |
|
| Convert on signature | |||||
| 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 |
|
Data item names are the ones in your template. All values are sample data.
Variations for Zoho CRM teams
Small changes to the Zaps, each an extra step or a different trigger, and the Make route.
Start from the lead instead
Use Zoho CRM's New Lead trigger to send a short discovery questionnaire built with QuoteCloud's Form Builder (Essentials) before the call.
Questionnaire answers back to the lead
QuoteCloud's Form Submitted on Document, then Find Module Entry and Update Module Entry, writes the answers into the lead's fields.
Contacts added in QuoteCloud
New Contact Created, then Zoho CRM's Create/Update Module Entry in the Contacts module, so people added in QuoteCloud are in Zoho CRM too.
Build it in Make instead
Bring your own: connect Make to QuoteCloud with Make's built-in OAuth, then call QuoteCloud's API from a scenario that starts with Make's own Zoho CRM modules. No ready-made QuoteCloud app on Make.
Build it with a free trial
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial, connect Zoho CRM in Zapier and convert a test lead.
Build the first-proposal Zap in five steps
Add data items to the template
In QuoteCloud, add data items such as Zoho deal ID, Business and Lead source to the template the first proposal starts from. Custom data items are on Essentials and up.
Start with New Module Entry
In Zapier, choose Zoho CRM's New Module Entry trigger on the Deals module, then a Filter by Zapier step on the stage your conversion sets.
Read the contact
Add Find Module Entry in the Contacts module if the trigger doesn't carry the email, then QuoteCloud's Find or Create Contact.
Create the document
Add Create Document with your template and the deal name as the document's title, then Add Document Recipient.
Test, then turn it on
Convert a test lead with an @example.com email, check the draft in QuoteCloud, then switch the Zap on.
Questions about leads and first proposals
Which Zoho CRM trigger should start the first proposal?
New Module Entry on the Deals module, because converting a lead creates the deal the proposal belongs to. Add a Filter by Zapier step on the stage your team sets when converting, so deals created another way don't draft a proposal. Test it with a converted test lead first.
Can a Zap convert a Zoho CRM lead?
Yes. Zoho CRM's Zapier app has a Convert Lead action, which converts an existing lead to a contact and an account. A Zap can run it when QuoteCloud's Recipient Signed Document fires, after Find Module Entry finds the lead by the signer's email.
Will the proposal be sent automatically?
Only if you add QuoteCloud's Send Document step. Without it the proposal stays a draft for your team to check, add notes from the call and send. Most teams keep first proposals as drafts, because the discovery call usually changes something.
Does each first proposal carry a fee?
Yes. Documents created through Zapier or the API carry a per-document fee of US$2.00, $1.80 or $1.60 by volume, and QuoteCloud's Zapier app is on the Essentials plan and up. The convert-on-signature Zap doesn't create a document, so it carries no QuoteCloud fee.
More on QuoteCloud and Zoho CRM
Six use cases with the exact Zapier steps, then how to connect, the field map, the limits and the cost.
- 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.
- 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.
The lead converts. The proposal is ready.
Start a free 14-day trial, add data items to your template and build the Zap with a test lead in Zoho CRM.