Zoho Expert to customize Modules and Reports

終了済み 投稿 6年前 着払い
終了済み 着払い

We sell non-insurance health coverage through Agents and Agencies and need to track the sales by Agent, Agency, and General Agent as they come in. I need a Zoho expert who can recommend the BEST way to accomplish what I'm looking for. We have multiple WordPress sites where members purchase subscription services using Gravity Forms. We need ALL data to be moved from the Wordpress sites to Zoho so that all data fields collected are pushed from WP to Zoho. Many fields are already created in Contacts, but want to discuss best practices for management of members, agents, and partners.

We need partial entries to be listed as leads (multiple partial entries from the same person to be consolidated) and full form submissions (click submit) to be entered as follows: 1) Broker Contracting Form goes to new Module "Agents", 2) Sales Forms (Members) go to Contacts??? or new Module "Clients", 3) Group-Profile Form goes to new Module "Groups". Fields in Gravity Forms/WP show what Agent made the sale (Contact Owner), who their upline is (who they produce for), etc. Many more requirements for data to be placed, but primarily simple Mapping of fields in WP to Zoho.

Once data pulls/pushes from Gravity Forms/WP to Zoho, need Reports to include specific fields that can be then FTP'd up to our partners to provision services. Will need some data fields to be changed during that process or as brought in (ex. "New York" is state, need it converted to "NY").

CRM MySQL PHP Wordpress Zoho

プロジェクトID: #15433009

プロジェクトについて

7個の提案 リモートプロジェクト アクティブ 6年前

7人のフリーランサーが、平均$156 で、この仕事に入札しています。

fairchance

Dear Sir, Hi I integrate your wordpress site with Zoho CRM for data pushing purpose and data will be in desired module. I shall set up report relating to existing data in zoho based on your criteria Relevant Skills もっと

$222 USD 5日以内
(110件のレビュー)
7.4
yaminisurender

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have five years of extensive experience in Zoho Products. I have done customization, automation and integratio もっと

$244 USD 3日以内
(34件のレビュー)
5.6
manojmalviya93

I checked your requirement and understood clearly. Relevant Skills and Experience Well all my technical abilities are 100% compatible to the skills required for the job. Proposed Milestones $155 USD - job not yet.

$155 USD 3日以内
(24件のレビュー)
5.0
Suzanrawat

I have analyzed that you need the zoho CRM expert for your work.I have gone through all your requirements of zoho crm. Broker Contracting Form,sales form and Client Group Modules etc. Relevant Skills and Experience CR もっと

$100 USD 7日以内
(10件のレビュー)
2.3