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CRM integration and automations

$10-30 USD

Closed
Posted almost 4 years ago

$10-30 USD

Paid on delivery
Hi ! I need some one to set up my sales section of my hupspot . I need my deal sheet fields put in to the sale section . Here’s the fields I need added , please see attachment below . Once my agents click (Create deal) in the sale section , I would like these fields to pop up as a (fullscreen) layout making it easier for agents to fill out . Also I would like to rename fields on sales homescreen please see attached below . These 6 fields will be renamed to help tracking of pipelines .
Project ID: 25814735

About the project

2 proposals
Remote project
Active 4 yrs ago

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2 freelancers are bidding on average $28 USD for this job
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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 & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Workflows • Validations • Advanced Formula • Reports and Dashboards
$30 USD in 1 day
5.0 (4 reviews)
3.6
3.6
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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 Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites, and vice versa. Automation: Workflow rules, Autoresponders, Email Templates Creation. Follow Up Task, Alerts, Custom functions, Automatic Rules, Reminder Setup, Notification via Email, and SMS, Dashboard Creation, Scheduled Reports with multiple formats, Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things. - I work extremely fast. - I have a great knowledge of Zoho Products and Scripting behind business logic. - I can ensure quality communication. - I will complete the work as much as earlier and will do my best effort. - I will deliver the work on time with 100% quality. Support: I will give support for any kind of bugs/fixes. I will implement the Zoho in an efficient and faster way since I have implemented CRM with customization, integration, permission, and profiles for 45+ business Thank you and I look forward to the opportunity to work with you Regards Raj Kumar Jha
$25 USD in 1 day
0.0 (0 reviews)
0.0
0.0

About the client

Flag of NIGERIA
Lagos, Nigeria
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Member since Jun 1, 2020

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