SumoQuote + Zoho CRM

Create new SumoQuote projects for every new Zoho CRM contact

Optimize your workflow and stay organized with every new contact at Zoho CRM by automatically creating a new project in SumoQuote. This simple automation saves you time, allowing you to quickly jump into project management instead of manual data entry. Stay focused on customer service and let this streamlined workflow handle your administrative tasks.

Optimize your workflow and stay organized with every new contact at Zoho CRM by automatically creating a new project in SumoQuote. This simple automation saves you time, allowing you to quickly jump into project management instead of manual data entry. Stay focused on customer service and let this streamlined workflow handle your administrative tasks.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
  2. automatically do this!
    SumoQuoteSumoQuote
    Create Project

    Creates a new SumoQuote Project

    ActionWrite
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Supported triggers and actions

What does this mean?
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About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.
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Related categories

  • Proposal & Invoice Management
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zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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