fbpx Skip to main content

Quoter + Zoho CRM

Quoter + Zoho CRM

Quoter’s quoting software integrates seamlessly with Zoho CRM

CRM

Zoho 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.

Integrate Zoho with your Quoter account

Join our newsletter

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

Newsletter Signup - blog

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