Deal Sync to Zoho Projects is an extension developed by SaasPlugin which reduces your manual labor and quickly creates projects from your Deals (in Zoho CRM's Deals module). It allows the user to customize how they want the project to be set up for different types of Deals. This extension saves you time and effort by converting large volumes of Deals to projects, helping you focus more on your business.
Key Features:
Transfers Zoho CRM Deals to Zoho Projects, both manually and automatically
The option to select the Project Name from the CRM Deal's field
The option to create a template with Milestone, Task List, Task Prefix, and Task Suffix
The option to create a Project Trigger List with multiple Condition Strings
You will only be billed for the extension/app you purchase. We don't request any additional charges outside of Zoho Marketplace. (Note: If the extension/app integrates with a third-party application that requires a paid edition, you must make a separate purchase with the third party.)
How will I be billed?
Once you click the purchase button and provide your credit card details, the amount due will be deducted from your card.
How often will I be billed?
You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
What can I do if I decide that I don't want the extension after all?
You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
Whom do I contact in case of questions regarding payments and billing?
You can drop us a mail at sales@zohomarketplace.com and get your questions regarding payments clarified.
Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
Unit 3, 62 Owen Street, Glendenning NSW – 2761, Australia
SaasPlugin is a rapidly growing CRM plugin development firm to serve the Zoho Marketplace with its varying and robust Zoho extensions. We are incredibly proud to have worked on 500+ Zoho deployments and several custom integrations serving small to medium enterprises, as well as government clients. Our innovative solutions and expertise have reached out to clients from all over the world - Australia, New Zealand, Singapore, Russia, and the USA. We stand out as a partner due to our exceptional quality of work, our proven track record of rolling out the most complex solutions, and our ability to build bespoke integrations between Zoho and other platforms.
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Hello,
I would recommend you to try Deal to Project converter for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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