Zoho CRM - Automatically copy/update Contact's information to Interlinking Module

Job ID: 32748113

Budget: $30 – $250 USD

We work with Zoho CRM (as part of Zoho One) to sell services and courses. We've being using Contacts Module = Students and Accounts Module = Courses, but we are getting bigger and have the necessity to assign students to many courses simultaneously, and also have a history of the courses that a student has taken.

We created a Multi-Select Lookup field to have a Many-to-Many relationship between Contacts and Accounts and created a Linking Module. We need the Contact's information (email, secondary email and mobile) to be copied to the record created in the linking module and updated if the information is edited.

Looking forward to find a Zoho CRM programmer that can help us.

Location: Lima - Perú (South America)
Languages: Spanish and English
Related categories: CRM Zoho Zoho CRM