WeQuote + Zoho CRM

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.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerPolling
  2. automatically do this!
    WeQuoteWeQuote
    Create a Quote

    Creates a Quote on your account using the supplied Customer.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and 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
  • Zoho CRM triggers, actions, and search

    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
wequote logo
wequote logo

About WeQuote

WeQuote is a cloud-based quoting platform built for integrators to quote quickly. Stop manually adding parts and start quoting immediately.

Related categories

  • IT Operations
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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