New Integration: Zoho Quotes Module
We have expanded our relationship with our Zoho CRM integration to utilize the Zoho Quotes module. Zoho is used as a resource by many of our clients, and on behalf of those clients, we wanted to further enhance our connectivity.
When a Quote is created in Quoter, a Quote can also be created (instead of a Potential) by checking the appropriate checkbox in your connector settings:
This does require the Professional edition or above, and when enabled, will create a corresponding Quote in Zoho:
All monetary values will be posted to Zoho using its default currency setting, which can be found in:
– Setup > Company Details
Do you integrate with Zoho Books to create quotes there as well or just the Quotes module in Zoho CRM?
Thanks for reaching out. In answer to your question, Quotes will only be created in the Quotes module in Zoho CRM. We do not presently integrate with Zoho Books.
Ok. Thanks for the reply!