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Fresh Proposals + Zoho CRM

Add new Zoho CRM contacts to Fresh Proposals

Whenever you add a new lead or contact to an existing lead or you update leads details in Zoho CRM, it will be pushed to Fresh Proposals. Automate your sales pipeline by synchronizing your leads-contacts information between Fresh Proposals and Zoho CRM.

Whenever you add a new lead or contact to an existing lead or you update leads details in Zoho CRM, it will be pushed to Fresh Proposals. Automate your sales pipeline by synchronizing your leads-contacts information between Fresh Proposals and Zoho CRM.

  1. When this happens...
    Zoho CRMZoho CRM
    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    TriggerScheduled
  2. automatically do this!
    Fresh ProposalsFresh Proposals
    Create Client

    Create the client by getting information from other platform

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
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fresh-proposals logo

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

Related categories

  • Proposal & Invoice Management
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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