See quote activity on the Zoho CRM deal
QuoteCloud knows when a buyer first opens a proposal, leaves a comment or lets it expire. Zaps put each of those moments on the Zoho CRM deal, as a status field and a task for the owner, so follow-up happens while the buyer is still thinking about it.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Build Zaps with QuoteCloud's Zapier app, on Essentials and up. Recipient First Viewed Document, Document Comment Event, Document Expired and Document Lost each start a Zap that finds the deal with Zoho CRM's Find Module Entry, writes the status with Update Module Entry and adds a task for the owner with Create Module Entry in the Tasks module.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, the activity on Larkmoor Language Services' localisation quote LM-Q-1187: sent to Hana Sorensen on Monday 12 October, viewed on Tuesday at 9:40 am, a comment from Hana on Wednesday asking whether Japanese can start first. In front, an illustration of the Zoho CRM deal's timeline: QuoteCloud status Viewed, a task to call Hana, and a task to reply to her comment, each added by a Zap.
Why put quote activity on the Zoho CRM deal?
Larkmoor Language Services quotes large localisation jobs from QuoteCloud and runs its pipeline in Zoho CRM. Account manager Sam Adeyemi used to find out a quote had been read only when the client replied, and found out a quote had expired weeks later, in a pipeline review.
Now the deal tells him. When Hana Sorensen at Kestrel Robotics opens LM-Q-1187, the deal's QuoteCloud status turns Viewed and Sam has a task to call her the next day. When she asks in a comment whether Japanese can start first, he has a task to answer it.
- Each moment is its own Zap, so you choose which ones are worth a task.
- A custom QuoteCloud status field on the deal makes list views and reports possible in Zoho CRM.
- Tasks go to the deal's owner, so nobody has to pass the news along.
What happens when the buyer opens the proposal?
The first view is the best time to call. Every name is the exact event you pick in Zapier.
ZapFirst view: status on the deal, a call task for the owner
-
When
QuoteCloudTriggerRecipient First Viewed DocumentFires when a recipient first opens the document.Passes on
- Recipient name
- Document title
- Viewed at
-
Then
Zoho CRMSearchFind Module EntryModule: Deals, by deal name.Searches on
- Deal Name
-
Then
Zoho CRMActionUpdate Module EntryMapped in
- Deal ID
- QuoteCloud status: Viewed
- First viewed
-
Then
Zoho CRMActionCreate Module EntryModule: Tasks, related to the deal.Mapped in
- Subject
- Due Date
- Deal ID
- Owner
Hana opens the quote at 9:40 on Tuesday morning. At 9:41 the Kestrel Robotics deal reads Viewed, with the time, and Sam has a task due Wednesday: call Hana about LM-Q-1187.
Result
Sam calls while the quote is fresh in Hana's mind, instead of guessing whether it has been read.
Essentials and up · no document created, no per-document fee
Localisation proposals in QuoteCloudAnd when a proposal expires unsigned?
An expired proposal is a reason to call, not a dead deal.
ZapProposal expired: status and a follow-up task
-
When
QuoteCloudTriggerDocument ExpiredFires when a document passes its expiry date unsigned.Passes on
- Document title
- Document reference
- Expiry date
-
Then
Zoho CRMSearchFind Module EntryModule: Deals, by deal name.Searches on
- Deal Name
-
Then
Zoho CRMActionUpdate Module EntryMapped in
- Deal ID
- QuoteCloud status: Expired · reference
-
Then
Zoho CRMActionCreate Module EntryModule: Tasks, due the next working day.Mapped in
- Subject
- Due Date
- Deal ID
- Owner
Larkmoor's safety-card quote for Halvorsen Marine, LM-Q-1162, expired at midnight on Monday 12 October. By Monday morning the deal said so and Sam had a task to call Petter Lund. The project had been delayed, not lost, so Sam sent a fresh copy with new dates.
Result
Expired proposals come back to the owner as a task, not a surprise in the next pipeline review.
Essentials and up · no document created by these steps
The expired deal, as the owner sees it
The Halvorsen Marine deal keeps its stage: the Zap writes Expired to the QuoteCloud status field and adds a task, and the owner decides what happens next.
If the buyer has said no, a separate Zap on QuoteCloud's Document Lost can move the deal to Closed Lost instead.
Every field the Zaps writeDeal · ID 39821400231Halvorsen Marine · Safety cards, 6 languages
- Qualification
- Needs Analysis
- Proposal/Price Quote
- Negotiation/Review
- Closed Won
- Amount
- $6,480.00
- Deal Owner
- Sam Adeyemi
- Contact Name
- Petter Lund
- QuoteCloud status
- Expired · LM-Q-1162 Updated by a Zap
Activity timeline
- Task: call Petter Lund, LM-Q-1162 expiredDue Tue 13 Oct · owner Sam AdeyemiMon 12 Oct · 12:01 am · Added by a Zap
- QuoteCloud status: Expired · LM-Q-1162Mon 12 Oct · 12:01 am · Added by a Zap
- LM-Q-1162 sent from QuoteCloudBy Sam AdeyemiMon 28 Sep · 10:20 am
Illustration with sample data: a generic CRM record, not Zoho CRM’s screen.
One proposal's activity, on one deal
What Sam sees in QuoteCloud, and what the Zaps wrote on the Kestrel Robotics deal.
Activity
- Sent to Hana SorensenMon 12 Oct, 3:15 pm · by Sam Adeyemi
- Viewed by HanaTue 13 Oct, 9:40 am
- Comment from HanaWed 14 Oct, 1:12 pm · Can Japanese start first?
Zaps
- Recipient First Viewed Document
- Document Comment Event
- Create Module Entry
Deal · ID 39821400266Kestrel Robotics · Manual localisation, 4 languages
- Qualification
- Needs Analysis
- Proposal/Price Quote
- Negotiation/Review
- Closed Won
- Amount
- $40,676.00
- Deal Owner
- Sam Adeyemi
- Contact Name
- Hana Sorensen
- QuoteCloud status
- Viewed Updated by a Zap
- First viewed
- Tue 13 Oct 2026, 9:40 am Updated by a Zap
Activity timeline
- Task: reply to Hana's comment on LM-Q-1187Due today · owner Sam AdeyemiWed 14 Oct · 1:13 pm · Added by a Zap
- Task: call Hana about LM-Q-1187Due Wed 14 Oct · owner Sam AdeyemiTue 13 Oct · 9:41 am · Added by a Zap
- QuoteCloud status: Viewed by Hana SorensenTue 13 Oct · 9:41 am · Added by a Zap
- LM-Q-1187 sent from QuoteCloudBy Sam AdeyemiMon 12 Oct · 3:15 pm
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.
More moments worth a Zap
Each is a different QuoteCloud trigger with the same Find Module Entry and a Zoho CRM step.
A comment on the proposal
Document Comment Event, then Create Module Entry in Tasks: reply to the comment, due today, for the deal's owner.
A lost proposal
Document Lost, then Update Module Entry with the stage Closed Lost, so the pipeline stops counting it.
Tag hot deals
Zoho CRM's Add Tag on the first view, so a list view shows every deal whose proposal is being read today.
Build it in Make instead
Bring your own: connect Make to QuoteCloud with Make's built-in OAuth and write to deals and tasks with Make's own Zoho CRM modules. No ready-made QuoteCloud app on Make.
See your own quotes on your deals
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and open a test proposal to watch the Zap run.
What each moment writes to Zoho CRM
The fields the Zaps on this page map, with sample values from Larkmoor's deals.
| Zoho CRM: Zoho CRM field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Every Zap on this page | |||||
| Deal Name (Find Module Entry) | QuoteCloud to Zoho CRM | Document title | Search value | Kestrel Robotics · Manual localisation, 4 languages |
|
| Zap · Recipient First Viewed Document | |||||
| QuoteCloud status (custom deal field) | QuoteCloud to Zoho CRM | A fixed value | Deal field | Viewed |
|
| First viewed (custom deal field) | QuoteCloud to Zoho CRM | Viewed at | Deal field | Tue 13 Oct 2026, 9:40 am |
|
| Task: Subject, Due Date, related deal | QuoteCloud to Zoho CRM | Recipient name, reference, a date you set | Task | Call Hana about LM-Q-1187 · Wed 14 Oct |
|
| Zap · Document Comment Event | |||||
| Task: Subject | QuoteCloud to Zoho CRM | Comment text, reference | Task | Reply to Hana: can Japanese start first? |
|
| Zaps · Document Expired / Document Lost | |||||
| QuoteCloud status | QuoteCloud to Zoho CRM | Reference | Deal field | Expired · LM-Q-1162 |
|
| Stage | QuoteCloud to Zoho CRM | A fixed value | Deal field | Closed Lost |
Lost only; an expired deal keeps its stage. |
QuoteCloud status and First viewed are custom fields you add to the Deals module. All values are sample data.
Build the first-view Zap in four steps
Add the deal fields
In Zoho CRM, add custom fields for QuoteCloud status and First viewed to the Deals module.
Start with the first view
In Zapier, choose QuoteCloud's Recipient First Viewed Document, then Zoho CRM's Find Module Entry on the deal name.
Write the status, add the task
Add Update Module Entry for the two fields, then Create Module Entry in the Tasks module for the deal's owner.
Test, then turn it on
Open a test proposal sent to an @example.com address, check the deal and the task, then switch the Zap on.
Questions about quote activity
Can Zoho CRM show when a client opens a QuoteCloud proposal?
Yes, through a Zap. QuoteCloud's Recipient First Viewed Document trigger fires when a recipient first opens the document; the Zap finds the deal with Find Module Entry and writes the view to a custom field with Update Module Entry. There's no native view tracking inside Zoho CRM.
Can a Zap add a follow-up task in Zoho CRM?
Yes. Zoho CRM's Create Module Entry action creates an entry in the Tasks module. Map a subject such as the document reference, a due date and the deal the Zap found, so the task appears for the deal's owner.
What happens to the Zoho CRM deal when a proposal expires?
Whatever your Zap does. On QuoteCloud's Document Expired trigger, the recipe on this page writes Expired to a status field and adds a follow-up task, and leaves the stage alone, because an expired proposal often just needs new dates.
Do these Zaps carry the per-document fee?
No. The per-document fee applies to documents created through Zapier or the API. These Zaps only read QuoteCloud events and update Zoho CRM, though each step uses a task on your Zapier plan. QuoteCloud's Zapier app is on Essentials and up.
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.
- 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.
They opened it. Your deal knows.
Start a free 14-day trial of QuoteCloud and build the first-view Zap with a test deal in Zoho CRM.