ZOHO CRM Customization for Website integration
Word press Website Changes / Integrating Forms into Zoho CRM: Making changes to our existing WordPress website www.carlucent.com to link the data from the following three forms: o Sign-up form on the home page (Form with the heading “Sign up for Free Consultation”). o Credit Application form (form available on Pre-Approval Page) o Enquiry form on the Contact Us page. After all the forms are linked with Zoho CRM, all the data submitted will be pushed into Zoho CRM as a Lead or Credit Application Zoho CRM Customization: o Modify existing Lead, Account and Contact forms to capture the customer information submitted via Carlucent Website o Create a new module for capturing the Credit Form / Pre-Approval form information and the Car Year/Make/Model information that are available in the drop down options. Setting up various workflows / Processes in Zoho CRM for (LEAD TO PROSPECT CONVERSION) (PROSPECT TO DEAL PROCESS) (DEAL TO CLIENT DEAL PROCESS)
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Hello, I am a Zoho Sr. Specialist with 22 years of experience in IT consulting. I work on variety of Zoho projects week in week out! I have setup more than 500 accounts. My expertise: Migration from Salesforce to Zoho CRM Zoho Architecture Zoho Customization Data Cleanup Initial Zoho CRM Setup Business Analysis and Data Modeling into Zoho Sales Funnel Flow Design Zoho Subscription Zoho Forms API Integration Workflow Automation, Approval Processes Zoho Creator Deluge Script and Custom Function Advanced Zoho Analytics Advanced Zoho Survey Zoho Sales IQ and Live Chat Zoho Projects and Recruit Zoho Campaign, Quote, Invoice, Sales Order, and Purchase Order Zoho Mail POP3, IMAP Integration Please don't hesitate to message me directly through freelancer messaging service to discuss your project in more details. Warm regards, Shehbaz H.
