Create Zoho CRM workflow/blue prints
£20-250 GBP
Bezahlt bei Lieferung
I use Zoho One and need some workflows/blueprints in ZohoCRM created to make the following happen.
1. We use template sales emails depending on the email inquiry. When I send a new lead a sales email using one of our templates, I want their status to change from "Not contacted" to "Sales email sent". This way it helps me see who has not been sent a sales email yet.
2. For some fields that are updated i.e. a lead is created and the inquiry type from the webform as a specific choice in this field then I want a sales email to be sent automatically. This will only be for certain inquiry types as others require manual review, but some inquiries can have automatic emails generated. The sales template for these emails is already created. There are 6 inquiry types that I would need the auto-generated sales email sent.
i.e.
(Field) - Inquiry type: Work visa >>> Process sends work visa sales email template
(Field) Inquiry type: Student visa>>>> Process sends student visa sales email template
This should be a relatively quick workflow/macro setup for any experienced zoho expert.
Projekt-ID: #18429902
Über das Projekt
8 Freelancer bieten im Durchschnitt £190 für diesen Job
Hi our team is ready for this work we will provide you quality service More than 400 project completed 50 people working in our team all are highly professional our team is highly expert in Mehr
As a zoho certified developer and authorized partner, I am able to configure your email templates as per your business needs.
Hello, I have reviewed your given project posting and i believe that i can provide you the desired quality work. I am Proficient having 6+ years of extensive experience in various aspects of CRM Customization and In Mehr
