Generate new quotes in WeQuote for each new lead in Zoho CRM
Easily streamline your sales process with this workflow. When you have a new lead in Zoho CRM, this automation instantly generates a new quote in WeQuote. It allows you to respond to potential clients more quickly, effectively enhancing work efficiency while driving more sales.
Easily streamline your sales process with this workflow. When you have a new lead in Zoho CRM, this automation instantly generates a new quote in WeQuote. It allows you to respond to potential clients more quickly, effectively enhancing work efficiency while driving more sales.
- When this happens...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.
- automatically do this!Create a Quote
Creates a Quote on your account using the supplied Customer.
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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