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 support@zohobooks.com and we'll help you out.

Regards,

Divya R

Zoho Books