Zoho One automation between Zoho CRM, Subscriptions and Project
- or -
Post a project like this£1.0k(approx. $1.2k)
- Posted:
- Proposals: 16
- Remote
- #2489688
- OPPORTUNITY
- Expired
#1 Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud
Gurgaon
Sr Test Automation Specialist| CEH Certified | Full Stack QA Engineer | Penetration & Performance Tester
Hyderabad
Wordpress | Shopify | Squarespace | Kajabi | ZOHO Expert | Suite CRM | Magento | Craft cms
Ludhiana
4x Salesforce Certified Professional & Zoho CRM Specialist, Business Analyst
Greater Noida
Digital Marketing, GMB Expert, Search Engine Optimization, Social Media Optimization, Social Media Marketing, Google Adwords, Facebook Campaign.
Kolkata
856517926176988579115652214123521791139250717325225902540885263635228234312835914
Description
Experience Level: Expert
We have the following accounts:
- Zoho One account
- Zoho Subscriptions
- Zoho CRM
- Zoho Books
I wish for someone to work with me to do some development work.
We wish to ensure that when someone chooses a subscription that is automatically:
- Creates an account in Zoho CRM
- Creates a project (one set up as a template) to associate it to the account in the above CRM
- Post invoices into Zoho Books
I also want some extra development on the side in Zoho Projects. We want the system to create a new project (template already set up), once one has been closed down
- Zoho One account
- Zoho Subscriptions
- Zoho CRM
- Zoho Books
I wish for someone to work with me to do some development work.
We wish to ensure that when someone chooses a subscription that is automatically:
- Creates an account in Zoho CRM
- Creates a project (one set up as a template) to associate it to the account in the above CRM
- Post invoices into Zoho Books
I also want some extra development on the side in Zoho Projects. We want the system to create a new project (template already set up), once one has been closed down
Projects Completed
9
Freelancers worked with
6
Projects awarded
59%
Last project
18 Apr 2024
United Kingdom
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