Connect WeQuote and Zoho CRM to unlock the power of automation
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Zapier makes it easy to integrate WeQuote with Zoho CRM - no code necessary. See how you can get setup in minutes.
Select a trigger from WeQuote
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Zoho CRM
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected WeQuote to Zoho CRM
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
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Connect WeQuote and Zoho CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Create more impactful campaigns with automation
![An illustration representing how to measure campaign impact with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/Second_option_pfprvl.png)
Provide world-class support with a little help from automation
![An illustration representing how to automate customer support with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/Third_option_l9djra.png)
Automate your way to actionable, up-to-date data
![An illustration representing how to move and manage data with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/Fourth_option_bdv5iu.png)
Resolve incidents faster with automation
![An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/Fifth_option_yc7xeu.png)
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Project IDRequired
- Supplier ID
- Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- List Product
List all products in an organisation
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - List Suppliers
List the suppliers under your organisation
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Purchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote IDRequired
- Area ID
- Product IDRequired
- QuantityRequired
- Category ID
- Cost Price
- Sell Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Original Quote IDRequired
- Customer IDRequired
- Quote Number
- Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Contact ID
- Quote Number
- Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
- TypeRequired
- Area Group ID
- Description / NameRequired
- Heading Content
- Image ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Account Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote IDRequired
- Description / NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Purchase Order Number
- Supplier ID
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote Number
- Quote Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SKU
- Catalogue ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Quote Number
- Quote Description
- Customer IDRequired
- Contact ID
- Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- 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 ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - 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.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - ModuleRequired
- Purchase Order IDRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- LayoutRequired
- Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- Purchase Order IDRequired
- Related_ModuleRequired
- Related Entry IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional_copy
- Field name 2
- Value 2
ActionThis is an event a Zap performs.SearchFind existing data in your app
- List Currencies
List all the currencies enabled in the Wequote account
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan