Zoho CRM [video]
When connecting Proposify to Zoho CRM, your proposal progress will automatically update in your Zoho account. Your Zoho contacts can also be imported as clients into Proposify.
To integrate with Zoho, go to your Account Settings and select Zoho CRM
To connect the integration, you'll need your API key from your Zoho account
While logged into Zoho, you'll find your API token in by going to your account settings in the top right.
From there, select Active Authtokens to find API Token. You can copy and paste this token into Proposify to connect.
Once connected, you can set up the proposal journey as it moves through the sales process.
From here you can also import all your Zoho CRM contacts by clicking "Import Contacts”
You can choose individual contacts you want to import, or you can select them all to import to Proposify.
When you create proposals, you can decide to create a new deal in Zoho or not.
If you have existing deals in Zoho, you can link the proposal to them as well.
After the proposal has been created, you can follow the progress right in Zoho, and access the proposal in Proposify with just one click.
Once the proposal has been Won in Proposify, you can see the proposal value and download the PDF in Zoho.
Zoho & Streams
If you have Streams, you can choose which Streams will automatically create a new deal or opportunity when a new document is added to that Stream.