Zoho Flow between Books, CRM and Creator

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.

Beceriler: CRM, Zoho

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İşveren Hakkında:
( 1 değerlendirme ) Waxahachie, United States

Proje NO: #18111432



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Dear Sir, Hi I am Top Zoho Freelancer. Thank you for providing us this opportunity to serve you in a professional and efficient manner. Here are my different profile glimpses: [login to view URL] htt Daha Fazla

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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 Daha Fazla

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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.

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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 Daha Fazla

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