Quotient + Zoho CRM

Create or update Zoho CRM entries when new Quotient quotes are sent

Streamline your sales process by connecting Quotient to Zoho CRM. With this workflow, whenever a new quote is sent using Quotient, it instantly triggers an entry creation or update within your Zoho CRM module. This automatic link saves you time on data entry, ensuring your records stay up-to-date and letting you focus more on customer relationships.

Streamline your sales process by connecting Quotient to Zoho CRM. With this workflow, whenever a new quote is sent using Quotient, it instantly triggers an entry creation or update within your Zoho CRM module. This automatic link saves you time on data entry, ensuring your records stay up-to-date and letting you focus more on customer relationships.

  1. When this happens...
    QuotientQuotient
    Quote Sent

    Triggers when a New Quote is first Sent.

    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

quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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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