Zoho Flow between Books, CRM and Creator

Končano Objavljeno pred 5 letoma/leti Plačilo ob prevzemu
Končano Plačilo ob prevzemu

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 (upravljanje odnosov s strankami) Zoho

ID projekta: #18111432

Več o projektu

6 predlogov Oddaljen projekt Aktiven pred 5 letoma/leti

Dodeljeno:

techspeack

lets discuss on chat

$88 USD v 2 dneh
(2 mnenj)
3.9

6 freelancerjev ponuja v povprečju za $53 na tem delu

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 Več

$30 USD v 2 dneh
(2 ocen)
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 v 2 dneh
(0 ocen)
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 m Več

$30 USD v 1 dnevu
(0 ocen)
0.0