How can I set criteria for which opportunities to include?

Specify the criteria for opportunities you want proposals generated for, such as deal size or account type, and DryMerge will manage the rest.

Can I use a specific template for proposal documents?

Yes, provide the details of your proposal template, and DryMerge will use this template for all generated documents.

What permissions are required?

Ensure you grant DryMerge editing permissions in Google Docs so it can create and update proposal documents effectively.

Who benefits from this automation?

Sales representatives and bid managers use this automation to efficiently generate proposals for new opportunities, speeding up the response time to potential deals.

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Google Docs + Zoho CRM

Generate Proposal Documents in Google Docs for New Zoho CRM Opportunities

Streamline the proposal generation process by automatically creating a proposal document in Google Docs whenever a new opportunity arises in Zoho CRM. This helps sales teams quickly respond to potential deals with well-drafted proposals.

New Zoho CRM Opportunity

Detects when a new opportunity is added in Zoho CRM.

Generate Proposal Document

Automatically creates a new proposal document in Google Docs, helping your sales team respond quickly.

See more Google Docs to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Generate Product Catalogs in Google Docs for New Zoho CRM Products

Google Docs + Zoho CRM

Track Sales Targets in Google Docs for Updated Zoho CRM Opportunities

Google Docs + Zoho CRM

Compile Marketing Plans in Google Docs for New Zoho CRM Campaigns

Google Docs + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate proposal documents in Google Docs for new Zoho CRM opportunities"

Generate proposal documents in Google Docs for new Zoho CRM opportunities

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Docs + Zoho CRM.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

Create Zoho CRM Deal

Creates a new deal in Zoho CRM

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

App details

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.

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Team Collaboration

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HubSpot

CRM Platform

Get Started with DryMerge

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