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Help migration and configuration of Zoho CRM

We wish to start using Zoho as the company’s CRM solution and we would like to receive proposals for performing the following tasks:

Salesforce migration - leads, contacts, Accounts and maybe Potentials. Total few hundreds of entries.

Potentials' stages

Update the Potentials' stages list to reflect the company’s actual process.

Stages can be changed manually or by a trigger received by email or webhook (see webhooks section)

Emails handling

Add leads / contacts received by email with the details from our system.

Automatic delete all emails that the from, to or cc address does not belong to one of the existing customers (email should be linked to a lead/contact or deleted).

Webhooks

Webhook will be received from our system with the following details: account name and event string.

Received webhooks should be stored as notes in the relevant lead/contact/account (based on the account name provided in the webhook).

The following webhooks should be supported:

Customer entered the system - if potential stage is ‘account created’, change stage to ‘account used’

Customer performed activity in the system - just add a note

The information we wish to receive in the response:

This project cost proposal

The required Zoho subscription (e.g. crm, creator), add-on and other required monthly payments required to support all described requirements.

Habilidades: Zoho

Ver mais: zoho creator cost, zoho c, e-leads crm, cost of leads, company requirements for account 2016, vtiger crm system configuration database migration, sugar crm zoho crm, microsoft crm sql database migration, sugar crm mail configuration, xcm sap crm ipc configuration, crm zoho open source, microsoft crm export data migration, sugar crm email configuration, vtiger crm zoho crm

Acerca do Empregador:
( 73 comentários ) Qiryat Ono, Israel

ID do Projeto: #10504774

4 freelancers estão ofertando em média $250 para este trabalho

yaminisurender

My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have three years of extensive experience in Zoho Products. I have built a large number of applications specifically on the Zoho Mais

$222 USD in 3 dias
(2 Comentários)
2.4
eridaGyumri

I am senior developer having more over 5+ years of experienced , extensive knowledge of working with Socialengine PHP5 , CMS(Wordpress,Joomla, Os-commerce , Magento) , MVC (Zend , CI ,Yii)Expressionengine,Moodle ,Java, Mais

$200 USD in 3 dias
(0 Comentários)
0.0
menuval

היי, אני מומחה ZOHO מזה מספר שנים, מכיר את כל המודולים הקיימים, אינטגרציות, בניית תהליכי עבודה, אוטומציות ועוד. אני מספק שירותים מקצה לקצה בעולם הזה ונותן גם הדרכה על המערכת בסוף התהליך. אשמח לשמוע עוד על הפרוייקט של Mais

$277 USD in 3 dias
(0 Comentários)
0.0
Satelnaik

You will need to ensure you have imap connections to email accounts and web hosting service for any api calls for the web hooks. To do automation to the level required you would need enterprise level subscriptions. We Mais

$300 USD in 3 dias
(0 Comentários)
0.0