• Quoter + Zoho CRM

Quoter’s quoting software integrates seamlessly with Zoho CRM

Integration Features

  • When creating a Quote in Quoter, you can search for an existing Zoho CRM Contact or create a new one automatically.
  • When a Quote is created or updated in Quoter, the Zoho CRM Opportunity will be updated with the value of the Quote or a Zoho Quote will be created or updated with the line items in the Quoter Quote. Quoter automatically matches your existing Items by product name or product code, or creates new ones if they do not exist.
  • When a Quoter Quote is won or lost, Quoter will update the status of the Zoho Deal or Quote.
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