Zoho Flow between Books, CRM and Creator

Completed Posted 5 years ago Paid on delivery

$10-30 USD

Paid on delivery

Completed Paid on delivery

As reflected on the attached roadmap, when an invoice is created in Zoho Books, a Zoho Flow is used to create a Deal/Potential in Zoho CRM and another Flow creates a record in the Zoho Creator App. Would like to capture the products from the invoice and associate within the Deal/Potential in Zoho CRM and would like to include in the record created in Zoho Creator App. If a different method other than Zoho Flow is needed to accomplish this, I'm ok with that.

CRM Zoho

Project ID: #18111432

About the project

6 proposals Remote project Active 5 years ago

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techspeack's Profile Picture
techspeack

lets discuss on chat

$88 USD in 2 days
(2 Reviews)
3.9

6 freelancers are bidding on average $53 for this job

fanninson45's Profile Picture
fanninson45

INTRODUCTION I can see you are interested in sync your data across zoho App using zoho flow. I have 4+ years’ experience with Zoho architecture and strategy exhibiting excellent technical skills, and a keen sense More

$30 USD in 2 days
(2 Reviews)
4.8
radhs92's Profile Picture
radhs92

Hi I am ex-employee of Zoho with in depth knowledge in consulting and implementation of Zoho CRM and other Zoho products. During my tenure, I have done many implementations with a great customer satisfaction rate.

$35 USD in 2 days
(0 Reviews)
0.0
abhi318's Profile Picture
abhi318

Hi, I have done my previous projects on CRM in my university. if you can show me one example of how to do it. for sure I will be on time and will never make any mistakes. This type of projects will make me learn so m More

$30 USD in 1 day
(0 Reviews)
0.0
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