SumoQuote + Zoho CRM
Create or update Zoho CRM module entries when new projects are created in SumoQuote
Start a new project in SumoQuote and let this workflow streamline your process by updating your Zoho CRM module simultaneously. This workflow enhances your productivity by ensuring all your project information in SumoQuote is systematically updated in Zoho CRM. An efficient solution to eliminate manual data entry and to keep your customer relationship management up to date.
Start a new project in SumoQuote and let this workflow streamline your process by updating your Zoho CRM module simultaneously. This workflow enhances your productivity by ensuring all your project information in SumoQuote is systematically updated in Zoho CRM. An efficient solution to eliminate manual data entry and to keep your customer relationship management up to date.
- When this happens...Project Created
Triggers when a new SumoQuote project is created.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Try ItProject Updated
Triggers when a SumoQuote Project is updated.
Try It
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try ItCustomer First NameRequired
Customer Last Name
Email
Phone
Address Line 1Required
City
State
Zip Code
Project Id
Salesperson Email
Date Created
CompanyCam Project Id
