CRM Auto-Update Script
Budget: $30 – $250 AUD
I'm looking for a skilled developer to create a custom script for our Zoho CRM. This script should automatically update a specific field in our customer records — the 'last interaction' field — whenever the following interactions take place:
- A meeting is scheduled.
- An estimate is sent.
- An invoice is issued.
To achieve this, I will need you to possess the following skills and experience:
- Proficiency in Zoho CRM's API and scripting.
- Strong background in automation within CRM platforms.
- Ability to write clean, maintainable code.
- Experience with the triggers and workflows in Zoho.
- Excellent problem-solving skills.
The successful implementation of this script is crucial for maintaining up-to-date customer interaction records. Your contribution will directly enhance our customer engagement strategies.
Please include your previous experience with Zoho CRM and CRM automation in your proposal.
- A meeting is scheduled.
- An estimate is sent.
- An invoice is issued.
To achieve this, I will need you to possess the following skills and experience:
- Proficiency in Zoho CRM's API and scripting.
- Strong background in automation within CRM platforms.
- Ability to write clean, maintainable code.
- Experience with the triggers and workflows in Zoho.
- Excellent problem-solving skills.
The successful implementation of this script is crucial for maintaining up-to-date customer interaction records. Your contribution will directly enhance our customer engagement strategies.
Please include your previous experience with Zoho CRM and CRM automation in your proposal.