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.

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Note

Before 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.