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Field mappings for Zoho and GoHighLevel, and CRM links on instant quotes

Zoho and GoHighLevel catch up with HubSpot on field mappings, so you can push more of a quote or proposal into your CRM. Instant quotes also gain the CRM linking proposals already had: link a quote to a deal or opportunity, and choose which quote events move it through your pipeline.

New​

  • Extra field mappings for Zoho and GoHighLevel. In Additional field mappings, map fields from a quote or proposal onto Zoho leads, contacts and deals, and onto GoHighLevel contacts and opportunities, in the same way as the HubSpot mappings.
  • GoHighLevel fields come from your account. Pick a custom field from a list rather than typing its key, and map onto standard GoHighLevel fields such as name, phone and monetary value. Reconnect GoHighLevel to load the list; until you do, you can still type a field key by hand.
  • Contact tags on GoHighLevel proposal events. Set the tags to add to a contact when a proposal event fires, in the same way as quote events.
  • Link an instant quote to a CRM deal. On a quote, use CRM actions to link a HubSpot deal, Zoho deal or GoHighLevel opportunity. Pickers only appear for the CRMs you have turned on for that quote type.
  • Stage rules for quote events. Choose which quote event moves a linked record, and to which pipeline and stage, matching how proposal stage rules already work.

Improved​

  • Connector settings are grouped into labelled cards — syncing contacts, creating deals or opportunities, and syncing them — instead of one long run of fields.