Tag Zoho deal with correct User

“Anytime a proposal won is created in Proposify, find the deal entry in Zoho CRM and add tag in Zoho CRM.”

created by Proposify Support

How Zapier works (57 sec)

How Zapier works (57 sec)

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This Zap uses the following 2 apps

Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.
Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Proposify + Zoho CRM

Check out all the other ways you can connect Proposify and Zoho CRM.