SumoQuote + Zoho CRM

SumoQuote + Zoho CRM integrations

Create SumoQuote projects from new or updated Zoho CRM leads

Stay organized and ensure seamless integration between your sales and estimation processes with this workflow. When there's a new or updated lead in Zoho CRM, a project is instantly created in SumoQuote. This automation benefits your team by reducing manual data entry, keeping your SumoQuote projects in line with your Zoho CRM leads for improved tracking and follow-up.

When this happens...
New or Updated LeadTriggers 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.
TriggerPolling
automatically do this!
Create ProjectCreates a new SumoQuote Project
ActionWrite

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More things you can do with Zoho CRM and SumoQuote

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

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
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Trigger
Instant
Try It
Project Created
Triggers when a new SumoQuote project is created.
Trigger
Instant
Try It
Report Signed
Triggers when a Report is signed by all signatories.
Trigger
Instant
Try It
- Customer First Name
  Required
- Customer Last Name
- Email
- Phone
- Address Line 1
  Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
Action
Write
- Id
  Required
Action
Search
- Search Criteria
- Salesperson Email
Action
Search

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
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Trigger
Instant
Try It
Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Trigger
Instant
Try It
Report Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Trigger
Instant
Try It
Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
Try It
- Project ID
  Required
- Customer First Name
  Required
- Customer Last Name
- Address
  Required
- Email Address
- City
- Postal Code
- Phone Number
- Intake Date
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write
- PDF Id
  Required
Action
Search

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

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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.

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Related categories

CRM (Customer Relationship Management)

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Create new SumoQuote projects for every new Zoho CRM contact

Create new SumoQuote projects from new Zoho CRM module entries