Extract data from Zoho CRM into a bespoke report
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Post a project like this2104
£600(approx. $751)
- Posted:
- Proposals: 12
- Remote
- #2052695
- Awarded
Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |
Dhaka
consultancy.datagro.io | Data Scraper | Web Scraping | Data Mining | Web Crawling | Data Scraping | Marketing Data | Data Lists | Excel Expert
City of London
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
#1 Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud
Gurgaon
Zoho Advance Partner | Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho Extension
London
Virtual Assistant | Web Research Specialist | Excel | Fillable / Editable PDF |Data Mining Specialist |Data Extraction | & Project Coordinator
Cairo
Lead Generation|LinkedIn Expert|Web Research Expert|Web Scraping|Data Mining|Shopify Listing
Udaipur
Professional Graphic designer, photo editor, clipping path, images background removes, Photo cleanup/ touch up, Image Manipulation
Medina
3888143018048107548859779261761154294137479117384271788290192197020242232275251
Description
Experience Level: Intermediate
We use Zoho CRM and have data in several modules that relate to one master account. For example, an Account might have two Contact records, five Cases, ten Products and so on.
I would like to have the ability to very easily pull out specific data from all those modules that relate to just one Account, and create a bespoke report. So for example my ideal scenario would be to press a couple of buttons and generate a PDF with data from the various modules all pulled together.
I can do a mailmerge for Account and Contact info to be pulled together, but nothing else, and even that is clunky.
I'm looking for a Zoho expert who can help.
I would like to have the ability to very easily pull out specific data from all those modules that relate to just one Account, and create a bespoke report. So for example my ideal scenario would be to press a couple of buttons and generate a PDF with data from the various modules all pulled together.
I can do a mailmerge for Account and Contact info to be pulled together, but nothing else, and even that is clunky.
I'm looking for a Zoho expert who can help.
Rebecca A.
100% (2)Projects Completed
3
Freelancers worked with
3
Projects awarded
38%
Last project
30 May 2018
United Kingdom
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Log inClarification Board Ask a Question
-
Hello Rebecca,
Do you want that custom all in one report to be created on zoho platform or want to use zoho api to pull data and create a custom report somewhere else, ideally a website admin panel? Because I don't think zoho will allow to create custom all in one report if that is already not available in their method list.
Regards,
Debashis -
Hey,
Can I share my recent Zoho work samples?
Thanks
-
Hey Rebecca,
Do we need to use zoho CRM API?
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