Attach Zoho Quotes to Emails
Budget: $30 – $250 AUD
We have a series of Quote Reminder email templates sending via Automations in Zoho CRM. What is missing is the actual quote PDF that lives in Zoho CRM and was sent with the initial quote email.
I need a simple workflow/function or plug-in that pulls the right record from Zoho, drops the PDF into the existing email template in Zoho, and sends it with our existing automated emails.
Key points you should know
• The email layout stays exactly as it is; please don’t redesign the template.
• The emails are being send through Zoho (and connected to our MS 365 account)
• Our email templates are setup and there are existing automations, all we need is the PDF quote to be attached.
• I’m open to using Zoho’s API, Zoho Flow, or a third-party bridge if you can keep it maintainable without extra subscriptions.
Deliverables
1. Update existing automationemails that fetches the latest quote from Zoho CRM and attaches it to my Outlook reminder email.
2. Field mapping so customer name, quote amount, and quote ID populate accurately.
3. Brief walkthrough or screen share showing me how to edit or replicate the flow.
If you have tackled Zoho-to-Outlook integrations before, this should be a quick win—let’s get it done.
I need a simple workflow/function or plug-in that pulls the right record from Zoho, drops the PDF into the existing email template in Zoho, and sends it with our existing automated emails.
Key points you should know
• The email layout stays exactly as it is; please don’t redesign the template.
• The emails are being send through Zoho (and connected to our MS 365 account)
• Our email templates are setup and there are existing automations, all we need is the PDF quote to be attached.
• I’m open to using Zoho’s API, Zoho Flow, or a third-party bridge if you can keep it maintainable without extra subscriptions.
Deliverables
1. Update existing automationemails that fetches the latest quote from Zoho CRM and attaches it to my Outlook reminder email.
2. Field mapping so customer name, quote amount, and quote ID populate accurately.
3. Brief walkthrough or screen share showing me how to edit or replicate the flow.
If you have tackled Zoho-to-Outlook integrations before, this should be a quick win—let’s get it done.