Zoho CRM Quote Resource
Integrate the Zoho CRM Connector into your workflows to effectively manage quotes. This guide outlines the steps for creating, updating, deleting, and retrieving quote information.
NoteBefore you begin, please refer to the Zoho Credentials page for instructions on setting up your credentials.
1. Creating a New Quote
Operation: Create Quote
- To create a new quote:
- Create Operation: Specify the name of the quote and fill in any optional fields as needed, either manually or using a saved variable input.
- Product Section: Mention the products that should be added to the quote.
- Optional Fields : You can include various optional fields to provide additional information during the quote creation process.


2. Deleting a Quote
Operation: Delete Quote
- To delete an existing quote:
- Delete Operation: Choose the quote you want to delete, either by selecting it from the list or using a saved variable input.

3. Getting Information on a Quote
Operation: Get Quote
- To retrieve detailed information about a specific quote:
- Get Operation: Specify the quote you wish to access, either by selecting it from the list or using a saved variable.

4. Getting a List of All Quotes
Operation: Get Many Quotes
- To obtain a list of all quotes you currently have access to:
- Get Many Operation: Use this operation to retrieve all relevant quotes.
- Optional Filters : You can apply optional filters to refine the list of quotes as needed.

5. Updating a Quote
Operation: Update Quote
- To update an existing quote:
- Update Operation: Specify the quote you wish to update.
- Product Section : You can add or update products associated with the quote.
- Optional Fields :You may also include optional fields to update specific details in the quote.

Updated 5 months ago