SumoQuote + Zoho CRM

Create new SumoQuote projects from new Zoho CRM module entries

Initiate a smooth workflow between Zoho CRM and SumoQuote with this convenient automation. Whenever a new module entry is registered in Zoho CRM, a project will be created in SumoQuote. This enables a seamless integration between your CRM and project management, saving you time and enhancing your business processes.

When this happens...
New Module Entry
Triggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Create Project
Creates a new SumoQuote Project
ActionWrite

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Supported triggers and actions

What does this mean?

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
Scheduled
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- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Trigger
Instant
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Project Created
Triggers when a new SumoQuote project is created.
Trigger
Instant
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Report Signed
Triggers when a Report is signed by all signatories.
Trigger
Instant
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- Customer First NameRequired
- Customer Last Name
- Email
- Phone
- Address Line 1Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
Action
Write
- IdRequired
Action
Search
- Search Criteria
- Salesperson Email
Action
Search

New Lead
Triggers when a new lead 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
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Trigger
Instant
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Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Trigger
Instant
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Report 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.
Trigger
Instant
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Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
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- Project IDRequired
- Customer First NameRequired
- Customer Last Name
- AddressRequired
- Email Address
- City
- Postal Code
- Phone Number
- Intake Date
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write
- PDF IdRequired
Action
Search

About SumoQuote

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

Related categories

Proposal & Invoice Management

About Zoho CRM

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

Related categories

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Create new SumoQuote projects for every new Zoho CRM contact

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Add attachments in Zoho CRM when new reports are signed in SumoQuote

SumoQuote + Zoho CRM

Create new SumoQuote projects from new Zoho CRM module entries

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Email Clicked

Project Created

Report Signed

Create Project

Get Project by Id

Search Projects

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Email Bounced

Email Opened

Report Sent for Signatures

Project Updated

Update Project

Get PDF

About SumoQuote

Related categories

About Zoho CRM

Related categories

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Insightly

Zapier Interfaces

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