Zoho CRM and Creator Integration + Xero
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Post a project like this£295(approx. $370)
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- Proposals: 12
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- #2389691
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Wordpress|Webflow|Shopify|Wix|CRM|PHP|Android|iOS|Bespoke|App|Zoho|Laravel|SEO|PPC|Social|React|Node|Flutter|React Native|Magento|PWA|Plugin|Chrome Extention
Mohali
Zoho Advance Partner | Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho Extension
London
Experienced Graphics designer |Experienced WordPress Full Stack|SharePoint Expert|Data Entry Team |flyer/business card/Brochure||2DAnimation||Photoshop work|
Islamabad
4x Salesforce Certified Professional & Zoho CRM Specialist, Business Analyst
Greater Noida
885977930276988579115429417156411850127219516923598252417757249900625408852708952
Description
Experience Level: Expert
I am unsure on the most logical and easiest way to perform part of my business workflow. I would like some help consulting on this and then implementing it.
We use Zoho CRM for our Travel Agency. I need an easy way to create a 'Booking' for a 'Contact'. From my research I think the best way to go about this is to create a form on Zoho Creator.
1. I need an easy way for the user to create a new 'Booking' (Custom Module) for a contact. However, during this booking creation, they not only need to add the booking details but also select 'Supplier Reservations' and 'Passengers' which are both separate modules which are connected to Bookings.
2: The Supplier Reservations will also be at the same time added to Xero as draft invoices. I can do this via Zapier as they are added to the module, but there may be a more logical solution for this.
3. The Booking Module also needs to calculate the profit based upon the revenue of the booking and the total of the supplier reservations.
4. I also need help implementing how the passenger details are stored, and if this should be a one-to-many or a many-to-many relationship. A passenger can be associated to a contact, but a passenger can also be a contact.
I am also looking for someone to make many more additional changes to Zoho, so please also tell me your daily rate alongside the cost of this project.
We use Zoho CRM for our Travel Agency. I need an easy way to create a 'Booking' for a 'Contact'. From my research I think the best way to go about this is to create a form on Zoho Creator.
1. I need an easy way for the user to create a new 'Booking' (Custom Module) for a contact. However, during this booking creation, they not only need to add the booking details but also select 'Supplier Reservations' and 'Passengers' which are both separate modules which are connected to Bookings.
2: The Supplier Reservations will also be at the same time added to Xero as draft invoices. I can do this via Zapier as they are added to the module, but there may be a more logical solution for this.
3. The Booking Module also needs to calculate the profit based upon the revenue of the booking and the total of the supplier reservations.
4. I also need help implementing how the passenger details are stored, and if this should be a one-to-many or a many-to-many relationship. A passenger can be associated to a contact, but a passenger can also be a contact.
I am also looking for someone to make many more additional changes to Zoho, so please also tell me your daily rate alongside the cost of this project.
Harry P.
100% (2)Projects Completed
5
Freelancers worked with
5
Projects awarded
30%
Last project
4 Oct 2019
United Kingdom
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