QuoteMachine + Zoho CRM

Create persons in QuoteMachine for every new module entry in Zoho CRM

Whenever a new record appears in Zoho CRM, this workflow instantly populates a corresponding profile in QuoteMachine. This seamless link between the two platforms enhances customer management by reducing manual data input. Enjoy a more efficient process for handling customer data and generating quotations.

When this happens...
New Module Entry
Triggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Create a Person
Create a person (contact)
ActionWrite

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Supported triggers and actions

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
- ModuleRequired
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
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
Contact Deleted
Triggers when an contact is deleted.
Trigger
Instant
Try It
Invoice Created
Triggers when an invoice is created (sent or mark as done).
Trigger
Instant
Try It
Order Created
Triggers when an order is marked as done.
Trigger
Instant
Try It
Won Quote
Triggers when a quote is won.
Trigger
Instant
Try It
Proposed Quote
Triggers when a quote is proposed to a customer.
Trigger
Instant
Try It
- First nameRequired
- Last name
- EmailRequired
- Phone number
- Notes
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
- Organization internal ID
Action
Write

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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
Contact Created
Triggers when an contact is created.
Trigger
Instant
Try It
Contact Updated
Triggers when an contact is updated.
Trigger
Instant
Try It
Invoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Trigger
Instant
Try It
Order Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Trigger
Instant
Try It
Quote Payment Transaction Updated
Triggers when a quote deposit is updated (received and then captured or declined).
Trigger
Instant
Try It
- NameRequired
- EmailRequired
- Phone number
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
Action
Write
- Contact Internal ID
- Email
Action
Search

About QuoteMachine

QuoteMachine is online quotes and invoices that help you sell and get paid.

Related categories

Proposal & Invoice Management

About Zoho CRM

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

Learn more

Related categories

Similar apps

QuoteMachine + Zoho CRM

Create persons in QuoteMachine for every new module entry in Zoho CRM

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Contact Deleted

Invoice Created

Order Created

Won Quote

Proposed Quote

Create a Person

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Contact Created

Contact Updated

Invoice Payment Transaction Updated

Order Payment Transaction Updated

Quote Payment Transaction Updated

Create an Organization

Find a Contact

About QuoteMachine

Related categories

About Zoho CRM

Related categories

Similar apps

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Insightly

Zapier Interfaces