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Zoho CRM/Invoice Auotmation

$250-750 AUD

Sürüyor
İlan edilme: 9 yıldan fazla önce

$250-750 AUD

Teslimde ödenir
I need the following project done and I need it completed as quick as possible so within 24 hours please. The list of what I need done is below: I currently have a gravity form on my WordPress site. When information is inputted into this form I use zapier to create a lead in zoho crm with all the information. Once this lead is made there is a work flow rule which sends out an email quote. This quote is currently just an email with fields however I would like it to automatically send out an actual quote from the quote module in zoho crm. I believe this is possible using a deluge script in the workflow custom functions section. The estimate needs at this stage to just say estimate here and I can design it how I wish later. The only thing is needs to have on it is an accept, decline or change estimate button. This needs to be done in an attractive way. If they click to accept it I need a workflow created that will automatically convert them to a client, do the invoice and email it out to them. At the same time another workflow needs to be created that will add an appointment into zoho calendar colour coded yellow with the clean and client details. It also at the same time needs to create a work order that is not assigned to anyone or sent out. It just needs to be in draft form and I can assign it and email it at a later time. If they click decline the lead/potential will be updated with decline If they choose change quote they need to be able to redo the quote by being redirected to the quote section on the homepage of the website. Thanks
Proje No: 6975097

Proje hakkında

1 teklif
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Son aktiviteden bu yana geçen zaman 9 yıl önce

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Hello, Yes I am able complete within 24 hrs of hiring and available with complete expertise as well as past experience to meet your job requirement and can start straight away. Note-: I have already worked on almost each and every aspects of WordPress and have the ability to deliver the quality results in various aspects of WordPress in quick turn around time. [login to view URL] ( Gravity forms ) I have more than 7 year experience in ZOHO CRM. I am expert in ZOHO CRM module development, Customization modules, Creation of Logic hooks, template customaization for home page, pdf and I have customized major module of ZOHO CRM (leads, opportunity, and customer according to client requirement). Proficiency in ZOHO CRM Community Edition to transform large data sets in XML for import into the CRM and building automation to fetch new data and run the import job. And also so many CRM project completed here are the urls : [login to view URL] [login to view URL] [login to view URL] [login to view URL] [login to view URL] So don't worry about anything you will get only quality work here within time frame. Looking forward to hear from you and also available on Skype for complete discussion. Thanks & Regards
$773 AUD 10 gün içinde
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Müşteri hakkında

   AUSTRALIA bayrağı
Sydney, Australia
5,0
16
Ödeme yöntemi onaylandı
Tem 8, 2014 tarihinden bu yana üye

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