Zoho CRM and Zoho Creator SET UP

Consulting needed from a Zoho CRM and Zoho Creator expert to set up all fields, all integration with our Website for our Sales call center and Customer Service using Zoho CRM. Set up all fields, notifications, email templates, Telemarketing users and Customer Service Users.

Contact Details

Phone Calls Integration to a call management application and record calls

Customer Preferences

Communications History - what have been sent to them and received from them

Sales History

Response - to all marketing programs

Payments (All the purchase sale history from our website)

Unique Identifier # (Account #, Customer # or etc)

Name of the company

Name/title of the contact/decision maker

Address, including zip code

Phone number


Source of order/referral/inquiry where the lead came from)

Purchase history

Synchronizing multiple sources of data from our website (Create a module to synchronize our site and Zoho or buy one if there is on e already)

Make sure there will be no duplication of fields when importing or exporting data

Skills: CRM, HTML, PHP,, Zoho

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About the Employer:
( 2 reviews ) Granada Hills, United States

Project ID: #17822097

10 freelancers are bidding on average $396 for this job


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