Zoho Automation Implementation/Consulting
$250-750 USD
Paid on delivery
We'll need someone to use our current 10 step SOP & Integrate it our Zoho Automation/Workflow/Blueprints
(We already have Zoho)
1- Integration of our Planner SOP (10 steps) with Automation into Zoho+ Blueprints
2. Integrate our new quickbooks billing to sych and upload our current past invoices to sych with each event (there should only be about 25 of the old [login to view URL] invoicing system)
3. Use Zoho Projects for our event management and automation with clients (email automation and SMS if possible)
4. Add our vendors to Zoho for further automation within workflow (email automation)
5. Each event should have financials that can create a P&L report (profit and loss of each event)
6. Integrate with zoho sign for 2-3 agreements/documents
7. Auto Survey sent-Zoho survey or our own Survey Monkey
8. Setup Round Robin for incoming leads
9. Setup tracking codes so that we know where each lead is coming from, organic, social ads, adwords, snapchat, etc.
10. Give overal consultation on how we can integrate more automation, if we see a value we'll create another job and hire you for that as well.
Project ID: #18707195
About the project
8 freelancers are bidding on average $588 for this job
INTRODUCTION I can see you are interested in building automation on the back of your Zoho CRM database and integration of apps workflow with Survey Portal. I have 4+ years’ experience with Zoho architecture and st More
Customer's satisfaction is my goal *** *** Also 100% Completion is happy of me and client. *** *** Rest is my creative idea and honest effort. *** Looking to be your Good Venture along with your project! Best More
Hello, I have briefly read the description on zoho project, and I can deliver as per the requirements however I need us to discuss for more clarity on the details, deadline and budget as well. I reach out to see More
Dear Client I have done 20 Projects of Zoho CRM along with good feedback. I have analyzed that you need zoho expert for your CRM development. My followings aspect of work in Zoho CRM !! Data Flow Diagram Zo More
