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Zoho Flow between Books, CRM and Creator

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.

Habilidades: CRM, Zoho

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( 1 comentário ) Waxahachie, United States

ID do Projeto: #18111432

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techspeack

lets discuss on chat

$88 USD em 2 dias
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3.9

6 freelancers estão ofertando em média $53 para esse trabalho

fairchance

Dear Sir, Hi I am Top Zoho Freelancer. Thank you for providing us this opportunity to serve you in a professional and efficient manner. Here are my different profile glimpses: [login to view URL] htt Mais

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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 Mais

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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.

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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 Mais

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