Zoho CRM Integration & improvements
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#1 Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud
Gurgaon
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Mohali
Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |
Dhaka
92617611565228859773018049885791437219930276
Description
Experience Level: Intermediate
We currently use Zoho, but probably not to it's full potential and we would like to be more sales efficient. We also use Mailchimp and SurveyMonkey. We would like to automate our sales process to save time and minimise errors and lost revenue.
We organise a conference with paying delegates, our clients & prospects are stored on Zoho. To sign-up delegates we currently use eventbrite and our own (drupal, CIVI CRM) registration system which is integrated on our show website.
So, we would like...
- When a delegate signs up we want their details to be automatically added to Zoho and also added to a '2017 booked' group within Mailchimp. At the moment we use eventbrite and CiviCRM (Drupal module on our website) for registrations, then export the data and upload to Mailchimp and Zoho manually. We then communicate with the clients directly either via Mailchimp or personal email. This is quite time consuming, but also allows for errors.
However, depending on costs happy to look at alternative registration systems if Zoho offers one, i.e. Zoho Creator? Unless there is a solution with CiviCRM and/or eventbrite.
- Closer to the event we then need to contact the '2017 booked' delegates and ask them to complete/submit further information, i.e. dietary requirements, what sessions they will attend, multiple choice questions etc. We want this to be as simple as possible for client, i.e. they answer the questions, click send and this information is uploaded back on to Zoho or whatever registration system we use.
- Would also like to link Mailchimp & Zoho, would this be via Zapier? So in Zoho we know which clients have clicked on an eshot sent out by Mailchimp. This would be for both clients that have confirmed they are attending, but also previous clients we have in Zoho & Mailchimp that haven't booked yet.
Is this something you can assist with?
Many thanks
Steve
We organise a conference with paying delegates, our clients & prospects are stored on Zoho. To sign-up delegates we currently use eventbrite and our own (drupal, CIVI CRM) registration system which is integrated on our show website.
So, we would like...
- When a delegate signs up we want their details to be automatically added to Zoho and also added to a '2017 booked' group within Mailchimp. At the moment we use eventbrite and CiviCRM (Drupal module on our website) for registrations, then export the data and upload to Mailchimp and Zoho manually. We then communicate with the clients directly either via Mailchimp or personal email. This is quite time consuming, but also allows for errors.
However, depending on costs happy to look at alternative registration systems if Zoho offers one, i.e. Zoho Creator? Unless there is a solution with CiviCRM and/or eventbrite.
- Closer to the event we then need to contact the '2017 booked' delegates and ask them to complete/submit further information, i.e. dietary requirements, what sessions they will attend, multiple choice questions etc. We want this to be as simple as possible for client, i.e. they answer the questions, click send and this information is uploaded back on to Zoho or whatever registration system we use.
- Would also like to link Mailchimp & Zoho, would this be via Zapier? So in Zoho we know which clients have clicked on an eshot sent out by Mailchimp. This would be for both clients that have confirmed they are attending, but also previous clients we have in Zoho & Mailchimp that haven't booked yet.
Is this something you can assist with?
Many thanks
Steve
Steve L.
100% (1)Projects Completed
2
Freelancers worked with
2
Projects awarded
67%
Last project
19 May 2017
United Kingdom
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