VTiger CRM
Search your company’s contacts and accounts by email or organization name during client lookup.
Jira Service Management
Look up Jira customers when creating a quote, and automatically create organizations after a quote is accepted.
Zoho Mail
Send formatted quote emails directly from the tool using your own Zoho Mail account.
What each integration does
| Integration | What it does | When it’s used |
|---|---|---|
| VTiger CRM | Look up existing contacts by email or organization name | During client search in Section 0 (Client Lookup) |
| Jira Service Management | Search customers during lookup; create organizations after quote accepted | During client search, and when syncing accepted quotes |
| Zoho Mail | Send quote emails directly from the tool | When delivering a finished quote to a client |
Integrations are enabled per-deployment by your system administrator. If a source (CRM, Jira, or Zoho) does not appear in search results or the Settings page, the integration may not be configured for your deployment. Contact your administrator to enable it.