Quote to Project Extension for Zoho CRM
This rather simple extension CRM can make life a lot easier. The Quote to Project (Q2P) extension converts a sentence (from the Quotes module in Zoho CRM ) into a new project in the application Zoho Projects with the click of a button. That's it.
Once a client has accepted your offer, you no longer need to create a new project manually. It's just one click. We use the solution in our daily work and believe that Q2P can be useful for every project-oriented company.
- Creates a project in Zoho Projects
- Names the project by the Quote Subject field Zoho CRM
- Creates a task list in Zoho Project by the task list in Zoho CRM Quote
- Transfers the subject description to the task description
- Save API request using batch transfer
Setting up an extension
1. Install the app. Enter your token Zoho CRM (OAuth)
2. Set the project token Zoho (OAuth)
3. Select the portal name Zoho Project.
- Saving your time on routine tasks;
- reduce the number of human errors;
Quote to Project for ZOHO FAQ
How can I get the API token ZOHO?
Open https://accounts.zoho.com and make sure you are logged in. Follow the instructions: https://www.zoho.com/accounts/protocol/oauth.html