As a modern business owner, you probably use several software applications to help you run your business. Wouldn’t it be nice if your software tools could communicate with each other?
Software integrations accomplish just that! With the SumoQuote and Zoho integration, you can say goodbye to double entry and boost your business's efficiency.
Contractors using Zoho and SumoQuote can utilize both tools through our integration offering. In this blog post, we’ll show you how the integration can help you streamline business operations.
Let’s dive in!
What Is Zoho?
Zoho is a software tool for businesses across several industries. Its product offerings include:
- Customer relationship management (CRM)
- Secure email
- Project management tools
With over 100 million worldwide users and 25+ years in business, Zoho is a trusted business software tool for many companies.
Eliminate Double Entry
Do you often update the same piece of information multiple times across multiple systems? Double entry is a common problem many business owners need help with.
Manual double-entry increases the risk of errors and can make your data unreliable. It is also time-consuming for business owners.
The SumoQuote/Zoho integration ensures you’ll never have to update the same information in both systems again. When you eliminate double entry, it frees up your time to focus on more productive tasks.
With synchronized data across your systems, you can rest assured that your team has the most up-to-date information. Integrations help you get the most out of your software solutions.
SumoQuote also integrates with dozens of other software solutions like:
How to Set Up Your Zoho Integration
The SumoQuote/Zoho integration, enabled through Zapier, is a reliable and robust solution.
Once your integration is complete, you can immediately create workflows for the two tools. Zapier offers workflow templates that are popular among users.
Here are a few workflows you can create with this integration:
- Automatically create new SumoQuote projects for every new Zoho CRM contact.
- Update or create Zoho CRM module entries when new projects are created/updated in SumoQuote.
- Convert leads in Zoho when customers click on emails from SumoQuote.
Learn more about connecting your accounts through Zapier here.
Elevate Your Proposals
Integrations are a cornerstone of business management. The right integrations can enhance efficiency and help you get the most out of your software solutions to revolutionize your operations.
For years, SumoQuote has helped contractors craft the perfect proposals. Zoho helps businesses manage their operations and stay organized.
With the SumoQuote/Zoho integration, you can maximize the benefits of both tools!
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