Zoho Form Integration with CRM
Budget: $30 – $250 USD
I'm looking for a skilled freelancer to integrate a Zoho Form into our Zoho CRM. This will help us manage client details and eventually issue invoices. I need to collect comprehensive client information including KYC documentation and billing details.
Key Requirements:
- Full client breakdown collection: This includes all KYC documentation (primarily ID and Address Proof), as well as service preferences and billing details. Other information is more technical that would be filled in by our person on the ground but will still link to the client.
- Categorization: The collected information will need to be organized into Basic Information, KYC Documentation, and Billing Information in Zoho CRM.
- Integration: Seamlessly integrate the Zoho Form into our existing Zoho CRM system.
Ideal Skills:
- Zoho CRM and Zoho Forms expertise
- Data management and organization skills
- Experience with KYC compliance procedures
This project is crucial for our client management system and your expertise will greatly enhance our operational efficiency. Forms are already existing but I need someone to do the Integration.
Key Requirements:
- Full client breakdown collection: This includes all KYC documentation (primarily ID and Address Proof), as well as service preferences and billing details. Other information is more technical that would be filled in by our person on the ground but will still link to the client.
- Categorization: The collected information will need to be organized into Basic Information, KYC Documentation, and Billing Information in Zoho CRM.
- Integration: Seamlessly integrate the Zoho Form into our existing Zoho CRM system.
Ideal Skills:
- Zoho CRM and Zoho Forms expertise
- Data management and organization skills
- Experience with KYC compliance procedures
This project is crucial for our client management system and your expertise will greatly enhance our operational efficiency. Forms are already existing but I need someone to do the Integration.