Offri + Zoho CRM
Create Zoho CRM deals for newly sent Offri proposals
Do you keep track of your deals in Zoho CRM? With this Zapier template, you can automatically add your new Offri proposals as deals in Zoho CRM after sending them. Now you don't have to keep reminding yourself to add that deal after sending!
Do you keep track of your deals in Zoho CRM? With this Zapier template, you can automatically add your new Offri proposals as deals in Zoho CRM after sending them. Now you don't have to keep reminding yourself to add that deal after sending!
- When this happens...Proposal Status Changed
Triggers when a proposal has either expired, lost, or won.
- automatically do this!Create/Update Module Entry
Create or update module entries
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About Offri
Offri enables you to create great looking proposals quickly.
Related categories
About Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
