This article defines how data will be pushed from Quoter to Zoho CRM. Learn more about integrating with Zoho CRM in this article.
When creating a Quote in Quoter, you can search for an existing Zoho CRM Contact using our Person Search feature or create a new one automatically.
When creating or editing a new Person in Quoter, the information will be pushed to a Zoho CRM Contact and Account. Quoter will try to match Contacts by email address and Accounts by name. If nothing is found in Zoho CRM, a new entry will be created.
When a Quote is created or updated in Quoter, a Zoho CRM Deal will be created or updated with the value of the Quote.
When a Quoter Quote is won or lost, Quoter will update the status of the Zoho CRM Deal.
*Please note when enabling the Assign Quote Owners to the matching Zoho CRM User feature, all of your Quoter users have a matching Zoho CRM user account. The user's e-mail address is used to match users.
When enabled, Quoter Quotes will also be posted as Zoho CRM Quotes instead of creating Zoho CRM Deals.
When a Quote is created or updated in Quoter, a Zoho CRM Quote will be created or updated with the line items contained in the Quoter Quote. Quoter automatically matches your existing Zoho CRM Products by product name and product code (both of which must contain more than two characters), or creates new ones if they do not exist.