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Zoho / TextAnywhere Integration

£20-250 GBP

Closed
Posted about 4 years ago

£20-250 GBP

Paid on delivery
We are in the process of changing our system. We will be using Zoho as our CRM and a separate administration system. The admin system uses an SMS service called TextAnywhere ([login to view URL]). Rather than having separate SMS services for sales and administration, I would like to integrate TextAnywhere with Zoho. I am happy for this to be done directly or via Zapier. This is how I see it working, but am open to discussion: 1) It needs to be able to send SMS from both built in and custom modules 2) Users should be able to free type a message or select from templates 3) Ideally it will inform users how many characters/SMS messages their text is using 4) The sent SMS should appear within Closed Activities preferably with an Activity Type of SMS 5) On receipt of an SMS, it should save the details within the record's activities and create a task for the record owner to read/respond to the SMS. Input greatly appreciated.
Project ID: 24620256

About the project

6 proposals
Remote project
Active 4 yrs ago

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6 freelancers are bidding on average £207 GBP for this job
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Hi, my name is Yair, I've been a Zoho developer for the past 2 years, implementing solutions and process inside Zoho for a small telecom company where the client gave me all the responsibility of migrating from the old CRM to Zoho. I implemented first the CRM, later the workflows and Blueprints process, later that year we start to develop our own functions through deluge, all of that I did it myself. This year we started to implement our own widgets and connection to different systems that we use through the API and widgets. All the system was implemented and develop by me personally. I implemented a process similar to the one you're proposing but with appointments in a third party app through the events, and they were in sync, something pretty similar to your proposal. In your particular case I would recommend to explore the widgets pre-install in Zoho, or to develop our own widget to Send custom sms in addition to using the sms feature of activities. We can do this in 7 days or less, but if the price is to hi for you we can put more time into development and reduce the costs. I believe we (together) are a right match and the right team for this job, I have done this recently and successfully, I know the API, the functions, and the logic to do it. Hope we work together in this project Yair
£220 GBP in 7 days
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Ramsey, Isle of Man
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