This article defines how data will be pushed from Quoter to Zoho CRM. Learn more about integrating with Zoho CRM in this article.
Module Mapping
Person
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.
The following Zoho Contact fields are searched when using Person Search:
First Name
Last Name
Email Address
Work Phone
Organization
Mailing Address
When creating or editing a new Person in Quoter, the information will be pushed to a Zoho CRM Account and Contact. 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.
Quoter Person to Zoho Account
Quoter Person to Zoho Contact
Quote
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.
Quoter Quote to Zoho 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.
**Zoho Quotes don't have a mappable Shipping field. Therefore, the Shipping Amount (if present) will be added to the Zoho Quote as a Line Item.
Zoho Quotes
When enabled, Quoter Quotes will also be posted as Zoho CRM Quotes and linked into the associated 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.
Quoter Quote to Zoho Quote
Quoter Quote Line Items to Zoho Quote Product Details
Quoter Quote Line Items to Zoho Products
