SumoQuote + Zoho CRM
Create new SumoQuote projects from new Zoho CRM module entries
Initiate a smooth workflow between Zoho CRM and SumoQuote with this convenient automation. Whenever a new module entry is registered in Zoho CRM, a project will be created in SumoQuote. This enables a seamless integration between your CRM and project management, saving you time and enhancing your business processes.
Initiate a smooth workflow between Zoho CRM and SumoQuote with this convenient automation. Whenever a new module entry is registered in Zoho CRM, a project will be created in SumoQuote. This enables a seamless integration between your CRM and project management, saving you time and enhancing your business processes.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Project
Creates a new SumoQuote Project
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
