QuoteWerks - Creating or Attaching to a Zoho Deal

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November 22, 2024

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Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Zoho CRM Integration > Using Zoho Integration > Writing Information Back into Zoho

Creating or Attaching to a Zoho Deal

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When you save a quote, the Create or Attach to Deal checkbox will appear on the Save window.

Note:

The Create or Attach to Deal checkbox will NOT appear if you are saving a quote template. The Create Or Update Document Attachment checkbox will be checked and disabled if the Look for synchronized data in dtf files option is set.

Tip:

Unchecking the Create or Attach to Deal box will uncheck the Create or Update document Attachment box, since document attachments are only attached to the deal in Zoho. Otherwise, Zoho would automatically create a new deal to house the document attachment, which you don't want if Create or Attach to Deal is unchecked.

This option will open the Create New Zoho Deal window. You can choose to create a new Zoho Deal or link to an existing one.

Tip:	Once you create the Deal, if you update it in QuoteWerks (make changes and click on the File -> Save menu again), the icon next to the Title: field above will turn yellow (). Clicking this yellow icon will open the Deal inside Zoho.

Here, you can adjust information about the Deal such as the Name, Close Date, Pipeline, and Stage.

The drop down list will contain a list of all existing Zoho Deals associated with the Zoho contact record you have linked to.

Here, you can select an existing Deal to attach the quote to.

By creating Opportunities in Zoho from QuoteWerks, you allow QuoteWerks to help you build your sales pipeline. If you already have a Deal for this quote, it will automatically update the existing one to reflect changes you have made to the quote.

Viewing Zoho Deal from QuoteWerks

After the Deal has been created/updated in Zoho from QuoteWerks, QuoteWerks will create a shortcut to that Deal on the Links tab. This makes it very quick and easy to view the Deal in Zoho.

Closing Opportunities in Zoho

If the option to update Deals as won has been set in your installation, QuoteWerks will automatically update the Zoho Deal as won when converted to an order or invoice (based on your settings) when using the File -> Convert to Order menu option.

This option is only available when saving an ORDER or INVOICE. This option will create a Won Deal in Zoho under the Opportunities.

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