Zoho CRM script to create a Zoho book estimate
Budget: $30 – $250 NZD
We would like to create an estimate (within books) from custom fields within a CRM deal. The trigger might be a button within the deal record or a workflow.
Deal details (The estimate must have the primary deal contacts details.)
Contact Full name (as per current integration
Contact Billing address
Custom fields include
Service type (service_type)
Storage size (storage_size)
Storage plan (service_option)
Storage period (storage_period1)
It should then add line items using the custom fields and the item code in zoho Books.
If they add a padlock then this can be added to any scenario.
Deal details (The estimate must have the primary deal contacts details.)
Contact Full name (as per current integration
Contact Billing address
Custom fields include
Service type (service_type)
Storage size (storage_size)
Storage plan (service_option)
Storage period (storage_period1)
It should then add line items using the custom fields and the item code in zoho Books.
If they add a padlock then this can be added to any scenario.