Zoho One full migration from Pipedrive, including setting up new client onboarding process in Zoho


We want to migrate from Pipedrive to Zoho One. Looking for an experienced freelancer to help us with configuring Zoho One/CRM. The project includes the following tasks:

- Migrate data (including email history, uploaded files, notes and connections) from Pipedrive to Zoho CRM (including e-mails).

- Setting up (improved) data model in Zoho CRM.

- Connecting mySQL (via Quform) with Zoho CRM.

- Setting up a Form (with form in form) for client onboarding in Zoho Forms and connect to different Zoho CRM modules for adjusting deal information and adding contacts. This step includes setting up approval flows for uploaded files in Zoho Forms.

When happy, more work includes: setting up ticketing (cases) system and Zoho Creator apps.

Looking forward to your proposals (including price breakdown on tasks).

Evner: CRM, PHP, MySQL, Zoho, Database Administration

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Om arbejdsgiveren:
( 0 bedømmelser ) Rotterdam, Netherlands

Projekt ID: #20429759

10 freelancere byder i gennemsnit €368 på dette job


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