Zoho CRM connection for SMB teams
The Zoho CRM integration for Proposal Expert will link Deals, Accounts and Contacts in Zoho CRM to your proposals. It is in development and not yet available. You will use it when your small or mid-sized sales team runs on Zoho CRM and wants to create a proposal from a Deal, with account, contact, amount and products already filled in. After sending, viewing and signing, Proposal Expert will write the proposal status and value back to the Deal and its stage. Until then, use the CSV import or the API.
The integration will read the Deal (name, Amount, Stage, Closing Date), the Account and the Contacts. Products attached to the Deal will become pricing rows in the proposal. Back to Zoho go the proposal status (sent, viewed, signed, declined) and the signed amount, with a Stage per status that you choose. Authentication runs through the OAuth 2.0 flow of Zoho. Custom fields on Deals and Accounts will use the same field mapping as the integrations that are live today.
When the integration goes live, you will connect Zoho CRM from Settings > Integrations and choose your pipeline and fields. You can start today: export Deals and Contacts from Zoho as CSV and import them into Proposal Expert, or use the Proposal Expert API to create proposals. Sign up for early access on the contact page and we will tell you as soon as the integration can be tested. We will only announce a release date once it is fixed.
A small sales team on Zoho sends quotes today as PDFs from a template and updates the Deal by hand after signature. The pipeline lags and nobody knows whether a quote has been read. With the integration the quote starts from the Deal, Proposal Expert shows when the client reads it and for how long, and signature marks the Deal as won. Until release, the CSV import already saves the drafting time, with e-signature and tracking included.
The integration with Zoho CRM is in development.
SMB sales teams on Zoho.