Looking for a MASTER zoho developer
Hi I'm looking for a professional Zoho developer that can absolutely customize my database to make it more efficient.
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Things I need done:
Upon submission of the web form:
-automatically create an account (fill the account fields with concatenations and formulas based on the web form fields)
-automatically create a contact
-automatically geocode the address.
-automatically zone the account based on the geocoded address
Upon completion of Zoho Subscriptions Form:
-Link the subscription to the account created from the web form above
APIs:
-Automatically log payments from PayPal Subscription into Zoho invoice
Automated Report Generation:
-Export pre-made reports to excel
-Automatically format it the same way each time
ZohoBooks:
-Automatically link credit card statements to Zoho books and track all finances in one place
Zoho Invoice:
-Be able to adjust all recurring payments easily
Zoho Subscription:
-Be able to adjust all subscription prices easily
Design monthly reports, charts, summaries
Access your files securely from anywhere
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Free Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcomingNew User Interface for your Email integration in Zoho CRM
Hello folks, As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**. If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below. **Please note that,Fetching leads from Zoho CRM into Zoho Creator, automatically
I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible? Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM. For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically
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