Integrating QuoteWerks and Zoho CRM


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Integrating QuoteWerks and Zoho CRM Zoho integrates with the best-of-breed quoting application QuoteWerks. In June 2019 the manufacturer of QuoteWerks introduced an out-of-the box link to Zoho at no additional cost. QuoteWerks® enables companies in every industry to create detailed quotes and proposals with speed and efficiency. QuoteWerks has been empowering businesses for nearly 20 years – increasing their productivity and closing more sales by simplifying and speeding up their price quoting/estimating processes in the office and on the road.

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First Direct Corp. has been the top QuoteWerks dealer in the United States for many years. We’ve done implementations of QuoteWerks with GoldMine CRM Salesforce and other CRM and accounting pages. We provide a full range of services for QuoteWerks. About the Zoho CRM and QuoteWerks Integration: The Zoho CRM integration enables QuoteWerks users to search for contacts create/update Deals and upload quote attachments to Zoho CRM. The DataLink is supported. You can attach files to your Zoho Deal from the PDF Preview window the Links tab and the Print window. There is a button on the SoldTo/ShipTo tab to display the contact in Zoho CRM and also a link on the links tab that you can click to view the Zoho Deal in Zoho CRM. Additionally emails sent from QuoteWerks are logged in Zoho CRM history.

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Would you like to learn more about QuoteWerks Would you like to learn more about Zoho CRM First Direct is a great resource. Contact us today – 845 221-3800.