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Custom Project - Zoho Creator & CRM configuration

Need a Zoho Creator formed to be embeded in website. Information from submited form will need to transfer/synchronize to Zoho CRM. CRM fields need to be confirgured based on information submitted.

This process is to allow new "potential" customers to submit information, have it assigned to a reprensative within Zoho CRM, and then allow reps to update files as needed (via file uploads, note/call history, follow-up actions, etc) thru the end of sales process.

Need this project AS SOON AS POSSIBLE !! Copy of form to be utilized is available as a template.

If interested, please pm for further discussion/details.

Thank you in advance.

Færdigheder: CRM, Leads, Zoho

Se mere: zoho c, note creator, zoho, custom crm, project zoho, call transfer project, zoho form, update crm, potential leads, need custom crm, sales creator, custom actions, update custom template, synchronize file, zoho project, sales copy template, custom history, leads crm, template crm website, zoho website, crm fields, call history website, crm sales, zoho creator crm, crm template

Om arbejdsgiveren:
( 0 bedømmelser ) GIlbert, United States

Projekt-ID: #4046670

Tildelt til:

sbarbarino

It sounds like you already have the Form created, if so, creating the custom fields in Zoho CRM and mapping them to the web form should be simple. I can also help embed the form in your site if necessary.

$100 USD på 1 dag
(0 bedømmelser)
0.0

4 freelancere byder i gennemsnit $175 for dette job

MajidAsgari3

Please check your Pm

$150 USD in 5 dage
(4 bedømmelser)
4.1
OutrightSEOLtd

Hello, what is the platform of your current website? We have added Zoho to website before - personal and clients sites.

$200 USD in 10 dage
(0 bedømmelser)
0.0
pablotorres

i can do it

$250 USD in 21 dage
(0 bedømmelser)
0.0