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GoProposal + Zoho CRM

GoProposal + Zoho CRM integrations

Create Zoho CRM module entries for every new GoProposal draft proposal

Enhance your sales routine with this seamless connection between GoProposal and Zoho CRM. When a new draft proposal is established in GoProposal, a corresponding module entry is immediately set up in Zoho CRM. This workflow saves you from redundant manual entries, ensuring your customer information remains current while allowing you more focus to cultivate potential clients and secure contracts.

When this happens...
New Draft Proposal CreatedTriggers when a draft proposal is created in GoProposal.
TriggerInstant
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with GoProposal and Zoho CRM

Discover other triggers and actions you can use with GoProposal and Zoho CRM

AML Check Ready
Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
Trigger
Instant
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Contact Deleted
Triggers when a contact is deleted in GoProposal.
Trigger
Instant
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New Draft Proposal Created
Triggers when a draft proposal is created in GoProposal.
Trigger
Instant
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New Live Proposal Sent
Triggers when a live proposal is sent to a client in GoProposal.
Trigger
Instant
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Proposal Deleted
Triggers when a proposal is deleted in GoProposal.
Trigger
Instant
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Proposal Made Live and Sent
Triggers when a proposal is made live and sent to a client in GoProposal.
Trigger
Instant
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Proposal Resent
Triggers when a proposal is resent to a client in GoProposal.
Trigger
Instant
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Proposal Superseded
Triggers when a proposal is superseded by a new version in GoProposal.
Trigger
Instant
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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
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

New Contact Created
Triggers when a new contact is created in GoProposal.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated in GoProposal.
Trigger
Instant
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Follow-Up Date Reminder
Triggers when a follow-up date reminder fires for a proposal in GoProposal.
Trigger
Instant
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New Proposal Created
Triggers when any proposal (live or draft) is created in GoProposal.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is marked as lost in GoProposal.
Trigger
Instant
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Proposal Manually Marked as Won
Triggers when a proposal is manually marked as won in GoProposal.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client in GoProposal.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won (Letter of Engagement signed) in GoProposal.
Trigger
Instant
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New Lead
Triggers when a new lead 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
Polling
Try It
New or Updated Contact
Triggers when a new contact 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
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

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Related categories

Proposal & Invoice Management

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zoho

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