Connect CRM (or other Zoho One App) to external vendor portals

Connect CRM (or other Zoho One App) to external vendor portals

The company I am working for is in the process of adopting the Zoho One product suite, with immediate emphasis on the CRM module. One of the things they have asked is if the CRM, or one of the other apps, can connect into an external vendor portal (website) and extract data (specifically products and service unit volume, prices, and revenue). I’m sure there is not an out of the box solution to this, but I was hoping that someone on the forum has done something similar in the past and can point me in the right direction.  If we have to enlist the help of a web developer, so be it, I just need to know what that person would need.

We are a healthcare products and services company, we create a bridge between physicians/physicians groups and vendors for lab, pharmacy, surgical screws, etc and provide them with the best price.  This requires working with multiple vendors.  The only insight into how many prescriptions for (insert drug name here) were ordered, is for us to go to the vendor portal for that pharmacy and manually pull the data.  The same problem exists for the other vendors.   So again,  in order to find out how many products/services were ordered by our customers (from our vendors) we need to log into the vendor portals and extract the data manually through a CSV export, and then combine lists (most customers utilize most or all services which means they order from most or all of our vendors).   It’s a pain, so we are looking to automate that. Any help would be appreciated.

Thanks,

Chris Kerr



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