Quoter + Zoho CRM
CRM
Zoho Integration Features
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When creating a Quote in Quoter, you can search for an existing Zoho CRM Contact or create a new one automatically.
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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.
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When a Quoter Quote is won or lost, Quoter will update the status of the Zoho Deal or Quote.