SumoQuote + Zoho CRM
Add attachments in Zoho CRM when new reports are signed in SumoQuote
Streamline your sales processes with this handy workflow. Once a report is signed within SumoQuote, it immediately attaches the report to the corresponding record in Zoho CRM. This seamless integration eliminates unnecessary manual data entry and ensures that your CRM stays updated with the latest signed quotes from SumoQuote. Boost efficiency, save time and focus more on closing deals.
Streamline your sales processes with this handy workflow. Once a report is signed within SumoQuote, it immediately attaches the report to the corresponding record in Zoho CRM. This seamless integration eliminates unnecessary manual data entry and ensures that your CRM stays updated with the latest signed quotes from SumoQuote. Boost efficiency, save time and focus more on closing deals.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Add Attachment
Add attachment to the selected Module entry
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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
