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Zoho Customisation

We are a small home improvement business and require Zoho customisation. We have only very recently started using Zoho One but are wanting to implement it throughout our business over time.

Below are our initial requirements that we would like to treat as a phase 1 project.

1. Adding leads to CRM leads

• IF lead from Adwords, our website or Facebook received THEN leads import to ‘New lead’ in CRM

• WHEN lead added to CRM THEN message sent to new lead introducing the company and saying we will be in touch soon

2. Our office will call new lead and book appointment for surveyor.

• IF appointment is booked THEN the time data will be synced with Google Calendar

• CRM will send email and text to customer confirming appointment

• CRM will send email and text reminders to customer confirming appointment

3. Populating Zoho Writer with data from leads

IF an appointment is booked for the surveyor THEN data from lead will populate a quote/contract in Zoho Writer

4. IF a lead is converted to won THEN a template project is created in Zoho projects

Навыки: Zoho, Zoho Creator, CRM

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О работодателе:
( 34 отзыв(-а, -ов) ) Prestwich, United Kingdom

ID проекта: #27823713

Поручен:

(91 отзывов(-а))
7.2

19 фрилансеров(-а) готовы выполнить эту работу в среднем за £469

meen911891189118

Hi Gary, Lets connect tomorrow over the call and we will start the work from tomorrow onwards. Regards Shweta

£277 GBP за 10 дней(-я)
(6 отзывов(-а))
5.2
fbs2009

Hey, I am Fateh Singh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Cus Больше

£750 GBP за 7 дней(-я)
(19 отзывов(-а))
5.0
umarfconsultanat

Dear sir. Thanks for invitation. I have read your job description and requirements carefully. Yes i will do it for you. Let's talk about my experience about Zoho.I'm working on zoho from last 5 years.I've done more tha Больше

£500 GBP за 7 дней(-я)
(3 отзывов(-а))
4.6
annagolubchikova

CRM Expert My diverse skill set perfectly matches the project If you show my profile page, you will know I have a lot of experience in Zoho and customization So In freelancer.com, I haven't had a chance yet, but I have Больше

£500 GBP за 7 дней(-я)
(1 отзыв)
3.6
suriya33

I am having an in depth knowledge in Zoho Platform. I have worked with Zoho partners and have completed many projects allocated to me. I have suggested numerous workarounds for the cases where default options were not Больше

£475 GBP за 3 дней(-я)
(2 отзывов(-а))
3.1
rajkumarjha1994

Dear Recruiter, I hope you are doing well & Safe. My name is Raj and I am an Indian based Zoho Consultant. I love Zoho and I have 4.5 years of extensive experience in all Zoho Products. Integration : Zoho CRM, Zoho Больше

£500 GBP за 7 дней(-я)
(2 отзывов(-а))
2.9
dbuglab

Hello, I am ready to assist you with Zoho customization providing the quality work results. I'm a Professional Web Developer, having 7+ years of experience and well familiar with Zoho CRM. So I'm confident to help yo Больше

£500 GBP за 7 дней(-я)
(1 отзыв)
2.1
wetar

Hi sir, We are zoho partners and working with zoho for past from 2015. Before we were working Locally and now we have extended it to freelancing. It would be happy to be part of your business. From your requirement , Больше

£250 GBP за 5 дней(-я)
(0 отзывов(-а))
0.0
alexdiego

Hi, I have 4 years of experience in Zoho One Implementation, and also well versed with Deluge scripting and API's. I have also a vast experience in working and implementing all Zoho products (CRM, Writer, Books, Projec Больше

£550 GBP за 7 дней(-я)
(0 отзывов(-а))
0.0
HAhmed07

Hi, Hope you doing well. We understand what you are looking for and we can do your work with dedication and with your satisfaction. We are running a small IT firm and have been doing Zoho's related work for differen Больше

£250 GBP за 4 дней(-я)
(0 отзывов(-а))
0.0
nusyce

Hi i'm donald I have more than 5 experiences on zoho it's quite simple for me but I have a few questions to ask so please send me a message for more other details thank you Sincerely, Donad Tapigue.

£500 GBP за 7 дней(-я)
(0 отзывов(-а))
0.0
ksaleem10

Hi, We have done lots of Zoho CRM, Zoho Creator, Zoho Books, Zoho Subscription, Zoho Inventory and Zoho Desk work. We have expertise in workflow using Zoho API and Zoho creator with Script. I understand you need to Больше

£500 GBP за 7 дней(-я)
(0 отзывов(-а))
0.0
gaurav

Hello, I have gone thorgh your project requirements and ready to do ZOHO Customizations as per you. I am a full-stack developer having 6 years of experience with extensive knowledge of Zoho CRM. Waiting for your favou Больше

£500 GBP за 7 дней(-я)
(0 отзывов(-а))
0.0
UmarAmjad786

Dear Client, How are you? I hope you will be fine. Sir, I have read your project description and I can customize your zoho crm according to your business process. Kindly let me know when you will be avaiable for meeti Больше

£400 GBP за 7 дней(-я)
(0 отзывов(-а))
0.0
yevloyevazita

Dear Client, I have read your description in more detail and have much interest in your project. So I think that I can finish your work perfectly as you need. I have many experiences for CRM, Zoho. If you need to di Больше

£500 GBP за 7 дней(-я)
(0 отзывов(-а))
0.0
AmazingEngr76386

I’m Master in Zoho Suite of Apps. I do Zoho jobs and I do it perfectly so that it is win-win for my client and me. I am a Zoho Expert have more than 3 years of experience in Zoho Applications. I have done lots of proj Больше

£250 GBP за 1 день
(0 отзывов(-а))
0.0
pawanyadav1416

Hello. I read your job post and got your need. I am a professional API developer who specializes in Zoho and creation. I am able to do all the listing requirement ASAP successfully. I am available to start immediately. Больше

£500 GBP за 7 дней(-я)
(0 отзывов(-а))
0.0
aminkundi

Hi... I read that you recently moved to Zoho and ypu want to utilize Zoho upto its limit.l for automating your business process. I am a qualified, experienced and certified Zoho One ERP Solutions Architect with a de Больше

£500 GBP за 15 дней(-я)
(0 отзывов(-а))
0.0