We have expanded our relationship with Zoho CRM to utilize the Zoho Quotes module. Zoho is used as a resource by many of our clients, and on behalf of those clients, we wanted to further enhance our connectivity.

When a Quote is created in Socket, a Quote can also be created (instead of a Potential) by checking the appropriate checkbox in your connector settings:

create-quotes-zohoThis does require the Professional edition or above, and when enabled, will create a corresponding Quote in Zoho:

zoho-quotes

All monetary values will be posted to Zoho using its currency setting, which can be found in Setup > Company Details, as Zoho does not support more than one currency.

Happy Quoting!

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