Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books

Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books

For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. 

Custom Function:

To create the custom function, go to Settings -> Automation -> Custom Functions -> +New Custom Function

You can access the function code in this GitHub link. Don't forget to create the Connection by the name "zbooks". Here's a GIF file demonstrating how to create the connection. 

Workflow Rule

Next step is configuring a workflow rule to trigger the custom function automatically. Go to Settings -> Automation -> Workflow Rules -> +New Workflow Rule. Create the workflow as shown below.

In the final step of the workflow, choose the custom function you created and then save.

Do give it a try and let us know how you liked it. Should you require any assistance or further customization in the function, reach out to us at and we'll help you out.  

Divya R
Zoho Books

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