To Populate data in ZOHO Creator application , when data is entered in another application

We have a zoho custom application fro handling our jobs with contact form and accounts form we also a form for jobs which has an Invoice value etc on it.

We have the default zoho Customer relations manager as the 2nd app from free apps in zoho store.

When we convert a lead in the standard crm package and that lead becomes a contact we want to push the required data to our 2nd application to the above 2 forms to bring contact information and account information into our 2nd application called Motion Tronic.

Then we also want the following to happen. when we create a quote in our Motiontronic application we want certain information to be pushed to opportunities in the Customer relationship application and updated status as well. we currently have this all working but with the zoho dedicated CRM package , we want to get rid of the dedicated CRM Package and move to the app based one in creator. You need to be an authorized zoho integrator to apply for this project please.

To also change single line fields for address and phone to proper address and phone fields , there are a 3 or 4 forms that have this but also have workflows attached to those fields .so they would need to be edited, all history data would need to be moved to new fields as well.

Habilidades: Zoho Creator, Zoho, HTML

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Acerca do Empregador:
( 16 comentários ) Durban, South Africa

ID do Projeto: #30108978

7 freelancers estão ofertando em média $212 nesse trabalho

(116 Comentários)

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$30 USD in 7 dias
(34 Comentários)

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have seven years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator, Z Mais

$278 USD in 5 dias
(32 Comentários)
(7 Comentários)
(9 Comentários)

As i have experience in creator i can easily provide you the same thing as you described as requirement. Pic ng me for further discussion. Till stay safe Thanks

$235 USD in 15 dias
(0 Comentários)

Hey, I have worked on various projects where I had to integrate zoho crm and zoho creator application to a large extent. I have 2+ years of experience on zoho application specifically zoho crm and zoho creator therefor Mais

$200 USD in 7 dias
(0 Comentários)