Portal.io + Zoho CRM

Update proposal status in Portal.io to automatically create or update module entries in Zoho CRM

Increase efficiency in your sales process using this streamlined workflow between Portal.io and Zoho CRM. Once a proposal status is updated in Portal.io, this sparks an immediate change to the related entry in Zoho CRM. This not only ensures a unified record across both platforms, but also frees up time, minimizing the need for manual data updating.

Increase efficiency in your sales process using this streamlined workflow between Portal.io and Zoho CRM. Once a proposal status is updated in Portal.io, this sparks an immediate change to the related entry in Zoho CRM. This not only ensures a unified record across both platforms, but also frees up time, minimizing the need for manual data updating.

  1. When this happens...
    Portal.ioPortal.io
    Update Proposal Status

    Triggers when a proposal status change.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

  • Portal.io triggers, actions, and search

    Update Payment Status

    Triggers when a payment status change.

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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About Portal.io

Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.
Learn more

Related categories

  • Proposal & Invoice Management
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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