Custom Project - Zoho Creator & CRM configuration
$30-250 USD
In Progress
Posted over 11 years ago
$30-250 USD
Paid on delivery
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.
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 in 1 day
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