Scheduler Integrated with Zoho CRM
I need a creator application built that integrates with Zoho CRM. When a request comes in for a service call, I need to be able to use the creator app to query my existing events calendar in Zoho and identify available time slots for particular resources who can be scheduled for the work. I then need to be able to create the event in the app and have it added to Zoho CRM. There will be specific criteria in the query of the ZOHO CRM events calendar, so some kind of filter based query would be mosttele-sales crm/sales system
need to create a permalink with 10 logins 1 admin and 9 users(sites) each user will be the supervisor of a call center they will enter the order information for their center during the day and include the sales agent - 3 types of orders: -tech support payment -travel voucher -pharmaceutical order important that the form has a clear area for billing credit card information should be easy for anyone who has done app, here, I am too busy, so you benefit, possible future upgrades and projects as wellEditorial Calendar/Relational Database Mashup
After trying to use excel, it seems I need a relational database so to speak. I need to be able to enter in data with numerous hierarchies within hierarchies. I then need to be able to slice and see different views of that data as well as calendar views. I have specific specs (below in word doc) that I can send so you can determine your hours etc Budget : You tell me | Duration : You tell me To leave a private message, please click the link for private response in post Action section. Download AttachmentsEmail Potential Contact Roles OR Member Status Campaign Contacts
We need to be able to email Contact Roles associated with a potential (each role would receive a different email template) or email contacts with a specific Member Status associated with a Campaign. Are either of these possible? Budget : please inquire | Duration : 6 days To leave a private message, please click the link for private response in post Action section.Real-Time Open Positions
We are a large family owned trucking company and we are the parent company for 5 different truck lines covering all 48 states and Canada. We opperate about 75 different "Locations" or terminals that our recruiting department, based in 4 different locations throughout the US and comprised of over 20 recruiters, staff as driver need/turnover and available freight dictates. Here is the problem... If a driver in say Jacksonville, FL quites, it creates an open position. Currently, open positions are communicatedClient Management database
What we are looking for is effectively a type of solicitors client management software. We need to be able to load new clients holding name address and other details together with any scanned or emailed documents, and then send emails to the client and the referrer of the client to acknowledge receipt. We need to be able to hold underneath each client records of every legal matter that they send us, the names of the parties, the details of the legal adviser, a summary of the case, we need to be ableResidency Program Database
We need to set up a database to collect demographic data of Ophthalmology Residency Programs around the world. We need 3 forms: One to collect new data. Should have a field that would allow to be seen in public listings. One to edit data by us One for users to request editing data (we would update, ideally we should be able to click and replace the old data) We need a report that would list the records as a table showing some of the fields. One public and one for us Should have a default sort butProperty Managment
We are a property management firm and we need assistance with tracking our eviction filing. This will be an ongoing project due to the growth of the company. Looking to start with a large simple database we we can get us to working in the cloud, then progressing to several relationship tables as we are able to fine tune what we want. Budget : 1000.00 | Duration : 1 month To leave a private message, please click the link for private response in post Action section.Design and Manufacuring workflow
Pack-Smart is looking to develop a work flow and approval and document management application that will stream lines communications approvals, document management and work flow within the company Budget : $10000 | Duration : 1 month To leave a private message, please click the link for private response in post Action section.Sync with Gmail Contacts
love to have an app that will sync my Gmail Contacts with Zoho Contacts Budget : per hour for -Select-/week [-Select-] To leave a private message, please click the link for private response in post Action section.MYMID
A Car Database whereby a user can select a make of vehicle followed by the model, then input the chassis number along with pictures of their vehicle. I want each car entered to generate a unique number to search by and a calender to automatically expire in 6 calender months from the date so that I can automatically contact them by email Budget : $200 | Duration : One Week To leave a private message, please click the link for private response in post Action section.Pricing Tool
Input six numeric parameters - Three are typed in as values - Three are selected from a pull-down A price is then calculated using a formula I can supply. When you "submit" the values are saved in a table. I have half completed this myself but I have two small problems: - I can't make the pulldowns work, because they appear to be strings not numbers - When you "submit", the form is cleared. I would like the form NOT to clear, allowing you to create multiple price variations. - I would also like arecursive function work
I recently made a request to creator support and received a response indicating that I may need to use a recursive function. I am unfamiliar with this function and would greatly apreciate further assistance. I am willing to pay for support after a breif consultation via phone. I would also be open to other suggestions on how I might accomplish my goal. My email correspondance with Zoho support can be found below. Please contact me via email if you are interested in helping with this project andSimple time reporting
Develop an application that enables contractors to sign in, select project/activity, and then report hours working on a weekly basis. Budget : ? | Duration : 4 weeks To leave a private message, please click the link for private response in post Action section.Outlook and Mobile Application to Require Project Number in Subject Line
Our company provides civil engineering services. Each project has a 5-digit project number followed by a 3-digit phase number and a 2-digit department number (i.e. XXXXX-XXX-XX). We are in need of a program that would make it mandatory for our employees to include this 10-digit number in all e-mail subject lines. We would also like this to be an application for those of our employees who use their smartphones to send company e-mail. Our company uses Outlook Exchange 2010 and most of our phones areQuestionnaires
Need help creating ability to add on questionnaire of over 100 questions that is linked to contacts in zoho crm so contact creator can add answers to questionnaires when adding a customer (currently zoho crm only allows for 60 custom fields and we would need to create over 100 generic questions so figure this may have to be a linked app) Budget : Make Offer | Duration : asap To leave a private message, please click the link for private response in post Action section.Questionnaires
Need help creating ability to add on questionnaire of over 100 questions that is linked to contacts in zoho crm so contact creator can add answers to questionnaires when adding a customer (currently zoho crm only allows for 60 custom fields and we would need to create over 100 generic questions so figure this may have to be a linked app) Budget : ??? | Duration : asap To leave a private message, please click the link for private response in post Action section.integrated pos
need a pos system integrated with zoho crm Budget : neg | Duration : 1 month To leave a private message, please click the link for private response in post Action section.SLA Management
Require a tool to be developed which will map whether SLA is met or not Budget : $50 | Duration : 1 week | Location Preference : Pune in India To leave a private message, please click the link for private response in post Action section.Transaction Management / Revenue Share Calculation Platform
We need to develop a Transaction Management Platform which keeps track of Real Estate Sales, Commissions, Taxes to remit, as well as calculating at the end of each month a Revenue Sharing to agents and brokers in a 7 level network marketing tree structure. We currently have a platform written in php/mySQL however it seems that moving back to Zoho Creator might be a better choice if we can find the right developer / development team. There are quite a few moving parts for the application so we areData Migration and Contact Importing
The project will be data and contact migration into zoho crm and creating proper tabs and settings to coincide with the data and different fields. Working with me to create custom fields and making recommendations based on my company's needs. Budget : $12-$18/hr | Duration : Likely 2 -4 hours | Location Preference : United States To leave a private message, please click the link for private response in post Action section.Zoho Customization
Need Immediately! I have a test Zoho account that I hope to make my main CRM. I currently use Salesforce. Before I start using Zoho, I want to add some functionality. I have completed a few tasks myself, but cannot continue as my busy season is upon me. Here is what is on my agenda. I have not even research some of these items to know if they are even compatible, so let me know if they will not be available : I need certain fields from one module to update in another model I have installed a salesZoho - Free PBx integration
I am looking for a turnkey billing system for my company which offers monthly VOIP subscriptions. I am an end user, not a developer. I can tell specifically what I need. I am presently using freePBX and I manually allow calls to go through or not. I do not sell minutes and I do not need to count minutes used or add minutes as payments are made by the clients. I wish to have a simple set up that will turn off an account on a specific payment date, not turn the account off if payment has been made,Help with Zoho Creator Charts
I have created a database using Zoho Creator. I need some help in creating some advanced charting ratio, which I couldn't figure out how to do. The primary reason of the database will be analyze online survey data. I would like to be compare client A vs clients B, C, D. ( please see the attached screenshot) On the chart I want to be able to display a bar for the average of the data. However the data displayed in already derived from 1 Ratio ( City population/ General Budget) I couldnt create a barHelp with Zoho Creator Charts
I have created a database using Zoho Creator. I need some help in creating some advanced charting ratio, which I couldn't figure out how to do. The primary reason of the database will be analyze online survey data. I would like to be compare client A vs clients B, C, D. ( please see the attached screenshot) On the chart I want to be able to display a bar for the average of the data. However the data displayed in already derived from 1 Ratio ( City population/ General Budget) I couldnt create a barProcess Server
I need two things. I need to quote a fee and have record of it, where the caller is and how they found us. I also need to have way to log when someone call in with a problem and we can follow up and get it resolved. Budget : 200.00 | Duration : 10 days To leave a private message, please click the link for private response in post Action section.SRB Budget Spreadsheet
We have a custom budget spreadsheet that we have used for over 15 years that we created in Microsoft Excel. We need someone to recreate the budget into Zoho spreadsheet software and flesh it out with new color charts, formatting, videos, and other user friendly features. It is a one year weekly budget format. Budget : $150.00 | Duration : 1 week | Location Preference : United States To leave a private message, please click the link for private response in post Action section. Download AttachmentsManufacturer Info and Product Upload
We need a simple database created that will capture a Manufacturer or Distributors corporate information and then allow that firm to upload their product information. We want the fields that will capture everything that we need to fully upload to our new e-commerce store. We are using the Big Commerce e-commerce platform. The database files that are created must then be able to upload to Big Commerce in the standard csv file format. Budget : $50.00 | Duration : 3 days | Location Preference : UnitedBackoffice client management and accounts
Need a backoffice solution for client management with accounts, linking client with service provider 1. Client 2. service provider 3. a particular service at certain cost 4. Invoicing and accounts Budget : USD100 | Duration : few weeks To leave a private message, please click the link for private response in post Action section.Lead Tracker
We are in the Canadian Mortgage market. We have 30 employees and we need a way to track incoming mortgage leads. Zoho CRM is close but lacks a few key features. we also need to intergrate a couple of APIs Budget : $5000 | Duration : 30 days | Location Preference : Canada To leave a private message, please click the link for private response in post Action section.Teachers' time reservation Software
We want to build custom app using Zoho Creator which is integrated with our Zoho CRM. The custom application will help us to reserve the teachers' time for one on one tutoring course. Please read the attached requirement specification and excel sheet which will give you general understanding how it will look like and its required function. Please download the excel sheet through below link: https://docs.google.com/file/d/0B8JGJh2qxjyqaTJoTklMU1ZLdDQ/edit You also can refer to the following googleStatic/Dynamic Build Kits
I would like the ability for my sales people to be able to create quotes and sales orders in Zoho by the use of build kits. Typically we use many items and services together. By using a kit, it makes it faster, easier, and more complete to include all the necessary parts. Static would include the same items all the time. Dynamic kits use a series of questions to determine which items are included. For example, the product comes in multiple colors. One of the questions could be which color. ThenWeddingplanner app
Consultant required who can assist me in the development of a multi language app for the planning of destination weddings. Specs, data structure graph and list of tables and fields as per enclosed pdf. I wish to develop the app myself, but have no experience with zoho creator or deluge script ( only with filemaker RDBMS). I wish to have the app ready by feb 15, so I wish to proceed fast Budget : unknown per hour for 25hrs/week [1 month] To leave a private message, please click the link for privateDebt Management CRM
Urgently required a backend debt management system. Users need to be able to enter new client details to create an account. They then need to assign list of debts/creditors to the client. Assign their list of income and expenditure. They then need to be able to input details of the plan offered to the client (monthly payment due, date of payment). The user needs to be able to mark records of when the payment has been made. Also ideally the data should be able to be merged to a document so that weLegal Froms
I would like to create some legal forms: ex. like http://www.lawdepot.ca Budget : $ 100 | Duration : 6 To leave a private message, please click the link for private response in post Action section.Zoho Maps CRM
I need to link google maps to see my leads, contacts, accounts, etc. in ZOHO CRM. I need to be able to see all of my imported addresses displayed in google maps. I need this for my desktop, as the crm iphone has this capability. Budget : $100 | Duration : one week To leave a private message, please click the link for private response in post Action section.NEED A DEVELOPER ASAP
I currently subscribe to Zoho CRM and Zoho Books. Working out of these two systems is NOT working. I am looking to pay someone to create an API between these two systems. Is there anyone who can could do this for me ? My only other alternative is finding a new system that has both already integrated (suggestions are welcome). Below is a list of the data I would like to view in both systems *Leads *Estimates *Invoices *Email History *When an estimate is made in Zoho Books I would like itCreator Developer
Need to develop a Creator application that connects to Zoho CRM for report generation and dashboard metrics. Budget : tbd | Duration : 2 weeks ? To leave a private message, please click the link for private response in post Action section.Zoho Creator Program
Need to develop a program in Creator that connects to CRM for report generation and business metric tracking. Budget : tbd | Duration : ongoing To leave a private message, please click the link for private response in post Action section.Alarm Company CRM
We need a CRM with four important modules which are: Quotes Contracts Invoices Support We would also need a module for Contacts, Leads, Products, etc. But the most important are the first 4. The Quotes module should allow us to input all the products the customer wants and then have a formula so that it calculates a leasing monthly payment depending on the initial deposit. Then when a quote is accepted we need to be able to convert it to a contract and then start billing him each month forNext Page
Announcements
Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick listWhat's new on Zoho Marketplace
You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho MarketplaceCelebrating 1 million installs on Zoho Marketplace
We're elated that Zoho users have trusted Marketplace extensions 1 million times to simplify their everyday work. It has taken us six and half years to get here, and, beyond those numbers, we've also built a thriving ecosystem of 500+ partners who'veWhat's new on Zoho Marketplace in December 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in December 2022. Extensions for Zoho CRM Driving Licence Validation for Zoho CRM Automatically validate the drivingWhat's new on Zoho Marketplace in November 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in November 2022. Extensions for Zoho CRM zzBots for Zoho CRM Transfer data such as events and contact information from
Most Discussed Topics
How to create telephony phonebridge ?
We want to create a phonebridge application but I don't have the materials to create the application.
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Zoho CRM Resources
Sticky Posts
Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick listWhat's new on Zoho Marketplace
You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho MarketplaceHere's what you can do with your DocuSign Extension
Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,Contact Info Extractor Chrome plugin
Just trying out the Contact Info Extractor plugin and had a quick observation. Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company. I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see theEasily send documents from Egnyte to your leads in Zoho CRM
Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and