Zoho Flow between Books, CRM and Creator

完了済み 投稿 5年前 着払い
完了済み 着払い

As reflected on the attached roadmap, when an invoice is created in Zoho Books, a Zoho Flow is used to create a Deal/Potential in Zoho CRM and another Flow creates a record in the Zoho Creator App. Would like to capture the products from the invoice and associate within the Deal/Potential in Zoho CRM and would like to include in the record created in Zoho Creator App. If a different method other than Zoho Flow is needed to accomplish this, I'm ok with that.

CRM Zoho

プロジェクトID: #18111432

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6個の提案 リモートプロジェクト アクティブ 5年前

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techspeack

lets discuss on chat

$88 USD 2日以内
(2レビュー)
3.9

6人のフリーランサーが、平均$53 で、この仕事に入札しています。

fanninson45

INTRODUCTION I can see you are interested in sync your data across zoho App using zoho flow. I have 4+ years’ experience with Zoho architecture and strategy exhibiting excellent technical skills, and a keen sense もっと

$30 USD 2日以内
(2件のレビュー)
4.8
radhs92

Hi I am ex-employee of Zoho with in depth knowledge in consulting and implementation of Zoho CRM and other Zoho products. During my tenure, I have done many implementations with a great customer satisfaction rate.

$35 USD 2日以内
(0件のレビュー)
0.0
abhi318

Hi, I have done my previous projects on CRM in my university. if you can show me one example of how to do it. for sure I will be on time and will never make any mistakes. This type of projects will make me learn so m もっと

$30 USD 1日以内
(0件のレビュー)
0.0