Zoho CRM - Automatization - Create a Estimate in Deals

$10-30 USD

Closed

Posted

about 5 years ago

$10-30 USD

Paid on delivery

Automatization that creates an estimate in deals. Getting data from deals and place it in the estimate (have integration with books). Also to add your function the first step: a function that I already have that: Make a Contact and make it as a primary contact. *The service includes implementation. *I do not give password and user name. *I pay until the script is installed and working properly.

CRM

Zoho

Project ID: 18556391

About the project

5 proposals

Remote project

Active 5 yrs ago

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5 freelancers are bidding on average $121 USD for this job

@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 integration in all Zoho Products as follows: Zoho Creator, Zoho CRM, Zoho Books, Zoho Invoices, Zoho Projects, Zoho Survey, Zoho Sites, Zoho Reports, Zoho Mail, Zoho Campaigns, Zoho Forms, Zoho Projects, Zoho Support and Zoho People. Customization: I have customized the Zoho Products as per the requirements and deliver the best design quality and enhance the existing system with my knowledge. Integration: 1. Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites 2. Zoho Creator with all Zoho Product Apps. 3. Zoho Reports Integration 4. Zoho Creator/CRM with Mail chimp. 5. Zoho Creator with QuickBooks Online. 6. Zoho Creator with Payment Gateway like PayPal, Stripe and Converge gateways. 7. Integration as per company requirements using third part application like Zapier and etc, 8. External API Calls 9. Integration with RingCentral, Twillio and other phone based integrations. 10. Integration with Zoho Mail like Gmail, MS Office 365 and other MS office Setup. Automation: 1. Workflow rules, Auto responders, Email Templates Creation. 2. Follow Up Task,Alerts,Custom functions 3. Automatic Rules, Reminder Setup, Notification via Email and SMS. 4.

$111 USD in 1 day

4.6

(28 reviews)

5.3

@rohan24692

Hi, We are a bunch of ZOHO consultants who comes from a hard core technical implementation background across different CRM platforms such as ZOHO (primarily), Salesforce, Oracle and Microsoft. Have done multiple projects where we have done numerous integrations with downstream applications and automated the business processes. Lets discuss the requirements in detail and take it forward. We bring more than 20 years of experience from the industry and hence can deliver the job right within deadline and of excellent quality. Looking forward to hear from you. Thanks & Regards, Rahul

$25 USD in 1 day