Integrate Zoho CRM Deals with Quotient Using Pabbly Connect

Learn how to create Zoho CRM deals when quotes are accepted in Quotient using Pabbly Connect. Step-by-step guide included! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Zoho CRM deals when quotes are accepted in Quotient, you first need to access Pabbly Connect. Start by navigating to the Pabbly website at Pabbly.com. If you’re a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply click on ‘Sign In’.

Once logged in, go to the ‘All Apps’ section and select Pabbly Connect. Click on ‘Access Now’ to reach the dashboard. Here, you can create a new workflow that will automate the process of creating deals in Zoho CRM whenever a quote is accepted in Quotient.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘+’ icon to create a new workflow. Name the workflow something descriptive, like ‘Create Zoho CRM Deals When Quotes Are Accepted in Quotient’. Click on ‘Create’ to proceed.

Now, you’ll see a trigger window and an action window. The trigger will be Quotient, and the action will be Zoho CRM. This setup ensures that every time a quote is accepted in Quotient, a new deal is created in Zoho CRM. Follow these steps to set up the trigger:

• Select ‘Quotient’ as the application in the trigger window.
• Choose ‘Configure Webhook’ as the trigger event.
• Copy the provided webhook URL for use in your Quotient account.

After configuring the trigger, you can move to the next step of setting up the action in Zoho CRM.

3. Setting Up the Webhook in Quotient

To connect Quotient with Pabbly Connect, you need to set up the webhook. Log in to your Quotient account and navigate to ‘Account Settings’. Scroll down to find the ‘Webhooks’ option. Click on it and paste the webhook URL you copied earlier from Pabbly Connect.

Make sure to enable the event for when a quote is accepted. This will allow Pabbly Connect to receive notifications whenever a quote is accepted. After saving the settings, return to Pabbly Connect where it will wait for a response from Quotient.

4. Creating a Deal in Zoho CRM

With the webhook set up, the next step is to configure the action to create a deal in Zoho CRM. In the action window of Pabbly Connect, select ‘Zoho CRM’ as the application and ‘Create Deal’ as the action event. Click on ‘Connect’ and then ‘Add New Connection’.

Enter your Zoho domain (e.g., zoho.com) and click ‘Save’. You will be prompted to authorize the connection. Make sure you are logged into your Zoho CRM account to allow Pabbly Connect to access it. Once connected, you can start mapping the data from Quotient to create a deal.

• Map the deal name from the quote title.
• Select the appropriate stage for the deal (e.g., Negotiation and Review).
• Map the deal amount and description from the quote data.

After mapping all necessary fields, save the action and proceed to test the integration.

5. Testing the Integration

To ensure everything is set up correctly, you need to test the integration between Quotient and Zoho CRM using Pabbly Connect. Go back to your Quotient account and create a new quote. Once the quote is created, accept it on behalf of the customer.

After accepting the quote, return to Pabbly Connect, where you should see the response received from Quotient. Check that all details of the quote are correctly captured. Now, verify in Zoho CRM that a new deal has been created with the specified details. If everything is correct, save the workflow in Pabbly Connect.

Conclusion

In this tutorial, we explored how to create Zoho CRM deals when quotes are accepted in Quotient using Pabbly Connect. By following the steps outlined, you can automate the process, saving time and ensuring accuracy in your CRM. Integrating these applications enhances your workflow and efficiency, making it easier to manage deals.