Zoho Flow between Books, CRM and Creator

$10-30 USD

Terminado

Publicado

hace más de 5 años

$10-30 USD

Pagado a la entrega

As reflected on the attached roadmap, when an invoice is created in Zoho Books, a Zoho Flow is used to create a Deal/Potential in Zoho CRM and another Flow creates a record in the Zoho Creator App. Would like to capture the products from the invoice and associate within the Deal/Potential in Zoho CRM and would like to include in the record created in Zoho Creator App. If a different method other than Zoho Flow is needed to accomplish this, I'm ok with that.

CRM

Zoho

ID del proyecto: 18111432

Información sobre el proyecto

6 propuestas

Proyecto remoto

Activo hace 5 años

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@techspeack

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$88 USD en 2 días

5,0

(2 comentarios)

3,9

6 freelancers están ofertando un promedio de $53 USD por este trabajo

@fanninson45

INTRODUCTION I can see you are interested in sync your data across zoho App using zoho flow. I have 4+ years’ experience with Zoho architecture and strategy exhibiting excellent technical skills, and a keen sense of innovation. I am skilled in Zoho CRM and Creator with experience in collecting, developing and understanding analytics; streamlining, customizing, and enhancing Zoho online CRM systems. I am also skilled in Zoho administration, building reports and customized dashboards and the ability to turn ideas into functional solutions. SIMILAR PAST PROJECTS: https://www.freelancer.com/projects/zoho/Zoho-Creator-database-for-orders/ https://www.freelancer.com/projects/zoho/Zoho-Developer-17036744/ https://www.freelancer.com/projects/zoho/ZOHO-People-Recruit-Set/ https://www.freelancer.com/projects/database-programming/project-for-oluwatoyin/ https://www.freelancer.com/projects/php/Caspio-Developer/ EDUCATION • BSc Computer Sciences, University of Hertfordshire, UK 2014 • Microsoft Certified Business Intelligence Developer 2009. • Microsoft Certified SQL Server Administrator 2008. • compTIA A+ Certified 2008.

$30 USD en 2 días

4,8

(2 comentarios)

4,8

@radhs92

Hi I am ex-employee of Zoho with in depth knowledge in consulting and implementation of Zoho CRM and other Zoho products. During my tenure, I have done many implementations with a great customer satisfaction rate.

$35 USD en 2 días

0,0

(0 comentarios)

0,0

@abhi318

Hi, I have done my previous projects on CRM in my university. if you can show me one example of how to do it. for sure I will be on time and will never make any mistakes. This type of projects will make me learn so much and will helpful for my future. thanks

$30 USD en 1 día