Zoho CRM products and the QuoteCloud product library
Reps quote from QuoteCloud's product library; your catalogue may start in Zoho CRM's Products module. One Zap adds each new Zoho CRM product to the library, and another writes QuoteCloud product changes back to Zoho CRM, so both show the same code and price.
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Build two Zaps with QuoteCloud's Zapier app, on Essentials and up. Zoho CRM's New Module Entry on the Products module runs QuoteCloud's Find or Create Product, adding new products to the library. QuoteCloud's Product Changed runs Zoho CRM's Create/Update Module Entry on Products. QuoteCloud has no update-product action in Zapier, so change prices in QuoteCloud.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Tessmore Engineering's QuoteCloud product library: five products with codes, categories, unit prices, costs and status, including TE-BRK-220, mounting bracket, $14.80 each. In front, an illustration of the same product as a Zoho CRM product record: product code TE-BRK-220, unit price $14.80, category Brackets.
Why keep Zoho CRM products and the product library matched?
Tessmore Engineering adds new standard parts in Zoho CRM's Products module, where the commercial team keeps the catalogue and reports on it. Estimators quote from QuoteCloud's product library, adding parts to price tables in a couple of clicks. When a new bracket existed in one and not the other, someone keyed it twice, or quoted it as a one-off line.
Now Bianca Ferraro adds a product once, in Zoho CRM, and a Zap adds it to the library. When she changes a price in QuoteCloud, a second Zap writes it back to the Zoho CRM product.
- New products go one way, Zoho CRM to QuoteCloud; changes go the other way, QuoteCloud to Zoho CRM.
- The product code is the key both Zaps match on, so keep it unique.
- Quotes already sent keep their prices: a Zap changes the library, not documents.
How does a new Zoho CRM product reach the library?
One trigger on the Products module and one QuoteCloud search that creates when nothing is found.
ZapNew Zoho CRM product: add it to the product library
-
When
Zoho CRMTriggerNew Module EntryModule: Products.Passes on
- Product Code
- Product Name
- Unit Price
- Product Category
- Description
- Only if Filter by ZapierFilterOnly continue if Product Active is true, so archived parts stay out of the library.
-
Then
QuoteCloudSearchFind or Create ProductFinds the product by its code, or creates it in the product library.Searches on
- SKU
- Name
- Price
- Category
- Description
Find or Create Product checks first, so a product already in the library isn't added twice. Check the field names in your Zap's test step.
Bianca adds TE-BRK-220, a 3 mm mounting bracket at $14.80, in Zoho CRM at 2:10 pm on Monday. Callum Reid quotes Quenda Robotics an hour later and the bracket is already in the library, at the same price and code.
Result
Every new product in Zoho CRM is in QuoteCloud's product library before anyone needs to quote it.
Product library, Zapier: Essentials and up · no document created, no per-document fee
Price books in QuoteCloudAnd when a price changes in QuoteCloud?
The library's change goes back to the Zoho CRM product, matched on the product code.
ZapQuoteCloud product changed: update Zoho CRM
-
When
QuoteCloudTriggerProduct ChangedFires when a product in the library changes.Passes on
- SKU
- Name
- Price
-
Then
Zoho CRMActionCreate/Update Module EntryModule: Products. Updates the product with this code, or creates it.Mapped in
- Product Code
- Product Name
- Unit Price
Stainless went up, so Bianca changes TE-BRK-240 from $20.40 to $21.60 in QuoteCloud's product library on Thursday afternoon. The Zoho CRM product shows $21.60 a minute later, and the commercial team's report agrees with what estimators quote.
Result
One place to change prices, QuoteCloud, and Zoho CRM's catalogue follows.
Essentials and up · no document created, no per-document fee
One product, two catalogues
The library estimators quote from, and the Zoho CRM product the second Zap updated.
| Product | Price | Unit | Cost | Margin | Status |
|---|---|---|---|---|---|
| Mounting bracket, 6061-T6, 3 mmTE-BRK-220 · Brackets | $14 | each | $8 | 40% | Active |
| Angle bracket, 304 stainless, 4 mmTE-BRK-240 · Brackets | $21 | each | $12 | 43% | Active |
| Sensor enclosure, powder-coatedTE-ENC-310 · Enclosures | $86 | each | $51 | 40% | Active |
| 5-axis machining, per hourTE-MCH-HR · Machining | $145 | hour | $88 | 39% | Active |
| Sensor enclosure, IP67 gasketTE-ENC-330 · Enclosures | $112 | each | $67 | 40% | Draft |
Cost and margin are for your team only: they never appear in the client's document
Zaps
- New Module Entry
- Find or Create Product
- Product Changed
- Create/Update Module Entry
Product · ID 88124500007Angle bracket, 304 stainless, 4 mmProduct Code TE-BRK-240
- Product Code
- TE-BRK-240
- Unit Price
- $21.60 Updated by a Zap
- Product Category
- Brackets
- Product Active
- Yes
Activity timeline
- Unit Price changed from $20.40 to $21.60Changed in QuoteCloud's product libraryThu 22 Oct · 3:31 pm · Added by a Zap
- Product createdBy Bianca FerraroMon 7 Sep · 9:00 am
Illustration with sample data: a generic CRM record, not Zoho CRM’s screen.
Costs and margins stay in QuoteCloud; the Zaps don't copy them. The product record is our illustration of a generic CRM with sample data, not Zoho CRM's screen.
Where should each change be made?
Two Zaps, two directions. A simple rule keeps them from working against each other.
New products: in Zoho CRM
Add them in the Products module with a unique product code. The first Zap adds each one to QuoteCloud's library.
Price changes: in QuoteCloud
QuoteCloud's Zapier app has no action that updates an existing product, so a price changed in Zoho CRM wouldn't reach the library. Change it in QuoteCloud and the second Zap updates Zoho CRM.
Costs and margins: in QuoteCloud
The library's costs and margins are for your team only. Leave them out of the Zaps and out of Zoho CRM.
Which product fields travel?
The fields the two Zaps map, with Tessmore's sample products.
| Zoho CRM: Zoho CRM field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Zap · New Module Entry (Products) → Find or Create Product | |||||
| Product Code | Zoho CRM to QuoteCloud | SKU | Search value | TE-BRK-220 |
The match key both ways. |
| Product Name | Zoho CRM to QuoteCloud | Name | Document field | Mounting bracket, 6061-T6, 3 mm |
|
| Unit Price | Zoho CRM to QuoteCloud | Price | Price-table column | 14.80 |
|
| Product Category | Zoho CRM to QuoteCloud | Category | Document field | Brackets |
|
| Zap · Product Changed → Create/Update Module Entry (Products) | |||||
| Product Code | QuoteCloud to Zoho CRM | SKU | Product field | TE-BRK-240 |
|
| Unit Price | QuoteCloud to Zoho CRM | Price | Product field | 21.60 |
|
Field names on your Zap's test data may differ slightly. Prices as numbers, without a currency sign. All values are sample data.
Bring your catalogue into QuoteCloud
The product library and Zapier app are on the Essentials plan and up. Start a free 14-day trial and add a test product in Zoho CRM.
Build the two product Zaps
Tidy the product codes
Make sure every Zoho CRM product has a unique Product Code; it's how both Zaps match products.
New products Zap
Zoho CRM's New Module Entry on Products, a filter on Product Active, then QuoteCloud's Find or Create Product.
Changes back Zap
QuoteCloud's Product Changed, then Zoho CRM's Create/Update Module Entry on Products, matched on Product Code.
Test with one product
Add a test product in Zoho CRM, check it in the library, change its price in QuoteCloud and check Zoho CRM.
Questions about products
Can Zoho CRM products appear in QuoteCloud's product library?
Yes, through a Zap. Zoho CRM's New Module Entry trigger on the Products module runs QuoteCloud's Find or Create Product, which adds the product to the library unless it's already there. The product library and Zapier app are on QuoteCloud's Essentials plan and up.
Will a price change in Zoho CRM update QuoteCloud?
No. QuoteCloud's Zapier app can find, create and list products, but it has no action that updates an existing one. Change prices in QuoteCloud's product library instead: the Product Changed trigger can write the new price back to the Zoho CRM product.
Can a Zap fill a proposal's price table from a deal's products?
Not on this site. Create Document can add price-table rows from values you map, but copying a whole list of a deal's products into rows hasn't been confirmed. Estimators add products from the library to the price table in QuoteCloud, in a couple of clicks.
Do changed prices change proposals already sent?
No. A Zap changes the product in the library or in Zoho CRM, not documents that already exist. Proposals already sent keep the prices they were sent with, which is what the buyer saw and signed.
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.
- 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.
- 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.
Add it once. Quote it everywhere.
Start a free 14-day trial of QuoteCloud and connect your Zoho CRM products with a test product.