Bigin by Zoho CRM + QuoteCloud
Create QuoteCloud documents for new pipeline records in Bigin by Zoho CRM
Start creating QuoteCloud documents instantly whenever a new pipeline record is added in Bigin by Zoho CRM. This workflow takes care of the document generation task for you, allowing you to focus on managing your sales pipeline effectively. Now, you can ensure each new sales prospect in your CRM isn't left waiting for important documents, enhancing overall productivity and client service.
Start creating QuoteCloud documents instantly whenever a new pipeline record is added in Bigin by Zoho CRM. This workflow takes care of the document generation task for you, allowing you to focus on managing your sales pipeline effectively. Now, you can ensure each new sales prospect in your CRM isn't left waiting for important documents, enhancing overall productivity and client service.
- When this happens...New Pipeline Record
Triggers when a new pipeline record is created.
- automatically do this!Create Document
Creates a document with user details and proposal template and pricing information all potentially supplied.
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