ZOHO CRM для бизнеса
ZOHO CRM для бизнеса
Внедрение, обучение, интеграция приложений ZOHO

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


Install Q2P for Zoho CRM

Quote to Project for ZOHO FAQ