Zoho Flow between Books, CRM and Creator

완료 등록 시간: 5년 전 착불
완료 착불

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

프로젝트 ID: #18111432

프로젝트 소개

6 건(제안서) 재택 근무형 프로젝트 서비스 이용 중: 5년 전

수상자:

techspeack

lets discuss on chat

$88 USD (2일 이내)
(2건의 리뷰)
3.9

이 일자리에 대한 프리랜서 6 명의 평균 입찰가: $53

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 기타

$30 USD (2일 이내)
(2 리뷰)
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 (2일 이내)
(0 리뷰)
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 기타

$30 USD (1일 이내)
(0 리뷰)
0.0