fbpx Skip to main content

Integration Update: Post Quotes as one Revision to Zoho

Previously, when a Quote Revision was generated in Socket it would in turn create a new Deal/Quote (depending on your settings) in Zoho. This resulted in needing to manually delete the old Deals/Quotes in Zoho, should you only be working with the latest revision. We’ve released an update that will streamline this process by giving you the optionĀ to keep only the latest Quote Revision in Zoho, whereby, new Revisions will update the same Zoho Deal/Quote.

Enable this new functionality by editing your Zoho Integration SettingsĀ found underĀ Settings > Integrations, andĀ check off the option as below:

Please reach out should you need any assistance updating your Zoho Connector.

Related Posts

Join our newsletter

Don't miss our product updates, B2B growth tips and events.

Newsletter Signup

We care about the protection of your data. Read our Privacy Policy.