Can a send a new estimate in Quickbooks to Zoho CRM? Wondering if it can be done as a pdf attachment to the accounts module in Zoho CRM.
Alternatively, could I transfer a new estimate in Quickbooks to Zoho Quotes?
Question
How do I send a new QuickBooks estimate to Zoho CRM or Zoho Quotes?
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+14- Zapier Orchestrator & Solution Partner
Hi
Help link about sending files in Zaps: https://help.zapier.com/hc/en-us/articles/8496288813453-Send-files-in-Zaps
NOTE: Using QBO and Zoho CRM in Zaps requires a Zapier paid plan.
Review the available Zap app triggers/actions:
- QBO: https://zapier.com/apps/quickbooks/integrations#triggers-and-actions
- Zoho CRM: https://zapier.com/apps/zoho-crm/integrations#triggers-and-actions
+11- Community Manager
Hi
Did the guides Troy shared to here help to get you pointed in the right direction or are you still stuck at all?
Keen so ensure you’re all set so please keep us updated on how things are going. Happy to lend a hand if you need any further assistance on this! 🙂
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