Quote to Project Extension for Zoho CRM
It is quite simple CRM extension may make one’s life much easier.
Quote to Project (Q2P) extension converts a Quote (from Quotes Module of Zoho CRM) to new project in Zoho Projects application by on click of a button. That’s it.
Once a customer accepted your quote you do not need to create a new project by hands anymore. Just one click. We use the solution in every-day work, and we believe that Q2P may be useful for every project-oriented company.
Key Features
-Creates a project in Zoho Projects
-Names the project by Subject field of the quote of Zoho CRM
-Creates a list of tasks in Zoho Project according to the list of items in Zoho CRM Quote
-Transfers description of an item to the description of a task
-Save API request by using batch transfer
3 easy steps to set up Q2P for Zoho CRM Extension:
1.Install the App. Specify your Zoho CRM token (OAuth)
2. Set Zoho Project token (OAuth)
3. Choose the Zoho Project Portal name
You can use this extension:
- to save your time for routine jobs;
- to decrease human mistakes count;
Feel free to contact us by skype: crmoz or by the chat on or website: crmoz.com
Quote to Project for ZOHO FAQ
How can I obtain ZOHO API Token?
Open https://accounts.zoho.com and make sure you are logged in. Follow the instructions: https://www.zoho.com/accounts/protocol/oauth.html
