Zoho CRM (and or flow) task assignment
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Post a project like this€40(approx. $43)
- Posted:
- Proposals: 7
- Remote
- #2237035
- Expired
Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |
Dhaka
Zoho Advance Partner | Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho Extension
London
30180498857911542941156522191425725020432530353
Description
Experience Level: Entry
I would like to achieve the following task in Zoho CRM and or Zoho Flow
1. Gmail integration with Zoho CRM (or flow) to receive mails in crm (gmail address has no CRM account!!) - therefor i wanted to use Zoho Flow
2. Automated task assignment based on the mail receive to a fixed user account
3. connect the task in Zoho CRM to a lead / contact / account based on the email address that has send the mail to the gmail account
4. connect email to lead / contact / account based on standard email integration with imap
1. Gmail integration with Zoho CRM (or flow) to receive mails in crm (gmail address has no CRM account!!) - therefor i wanted to use Zoho Flow
2. Automated task assignment based on the mail receive to a fixed user account
3. connect the task in Zoho CRM to a lead / contact / account based on the email address that has send the mail to the gmail account
4. connect email to lead / contact / account based on standard email integration with imap
Raymond H.
93% (41)Projects Completed
41
Freelancers worked with
38
Projects awarded
58%
Last project
5 Feb 2022
Netherlands
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