Add tags to Zoho CRM for new Xero quotes to effortlessly manage them
Effortlessly maintain an updated sales pipeline with this Xero to Zoho CRM integration. When a new quote is created in Xero, this workflow adds a tag to your contact in Zoho CRM, keeping your customer relationship organized. Save time and efficiently connect your accounting and CRM systems to stay on top of your sales performance.
Effortlessly maintain an updated sales pipeline with this Xero to Zoho CRM integration. When a new quote is created in Xero, this workflow adds a tag to your contact in Zoho CRM, keeping your customer relationship organized. Save time and efficiently connect your accounting and CRM systems to stay on top of your sales performance.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Add Tag
Add new tag to existing module entries
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