Zoho crm form wordpresspekerjaan

zoho crm +flow + tookan setup api

saya nak buat kajian soal selidik dan memerlukan soalan telah sy sediakan secara hardcopy dipindah kepada kaedah google form

I have designs for 3 web pages in html form. Can any one make them functional ? I shall provide the logo .

pekerjaan saya berkenaan dengan bidang konstruksi

Real Estate CRM Part 1 - multiple users (Staff 1, Staff 2, Closer 1, Closer 2 and etc) - Manually key in leads generated by staff (user) {Leads will contain multiple screenshots upload} - Submit the leads Part 2 - Closer 1 can login - Will have column like pending, completed, follow up - The pending column item will be reviewed and update the status and action accordingly. If require further action by staff, it will reassigned to the staff> Part 3 - When staff open again, staff will fill up the data required and create necessary docs and upload it back to the system. This update data and assign people will go on repetitively for above tasks. When done, it will move to completed column. Whichever leads not relevant at the moment, will move to follow up column...

Zoho crm setup

For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for detail and...

I have a lengthy PowerPoint presentation of over 20 minutes that I'd like to be exported into an mp4. The presentation already contains necessary transitions and timings, so no additional animations or edits are needed. Key Requirements: - Convert existing PowerPoint to video format - Retain the transitions and timings from PowerPoint - No custom graphics or complex animations needed -Ensure that the video runs smoothly before delivery of final product Ideal Skills and Experience: - Previous experience in converting PowerPoint presentations into videos - Proficiency in video editing software

In need of a skilled developer who can streamline my website's flow by integrating the HTML form into Google Sheets. Key Details: - The form details to be moved to the Google sheet include the user's name, email, phone number, and message. - The trigger for this integration is when the form is submitted. Understanding of form submission handling and triggers is a must. - There are no specifics on how the data should be organized in the Google Sheet, but after the form submission, it needs to redirect to a ' Custom Thank You' page. Experience with redirecting and website navigation is desired. Note: you need to do the project sharing my screen My project budget is $5 My website where the form is installed:

DETAILS: Existing Woocommerce website using Dokan Vendor plugin Vendor add product page has save button OK I need to add second button for "Save & Add Another” This new button should save and then load add new product page. Code should be added via snippet or child theme No upfront payment Milestone release upon satisfactory completion

...- Fetching Real-Time Data for Dashboards: The application should be able to update in real-time using data from external sources. - User Authentication and Management: Secure management of user data and access rights is a key component of the MVP. - Payment Processing: The MVP will handle payment processing, which must be seamless and efficient. - CRM and B2C Product Interface: The MVP should provide a user-friendly interface for CRM operations and B2C interactions. The ideal freelancer for this project would have extensive experience in and Material-UI (MUI). Additionally, experience with Figma and its integration with code generation would be a significant advantage, as it is required to generate production-ready code from the Figma designs. If you're a f...

I am in need of an expert in interactive PDF creation with extensive knowledge in fillable fields, interactive buttons, and conditional logic. The PDF form must contain mandatory questions that are only visible under specified conditions. The interactive buttons should support functionalities such as form submission, form clearing, and form printing. This task is urgent and requires swift completion. Ideal Skills: - Prior experience in interactive PDF creation - Excellent understanding of conditional logic - Capable of working under tight deadlines.

...- Lead Nurturing: Engage with leads through multiple touchpoints to educate them about Transitials value proposition and build relationships. Understand their challenges and needs to position Transitials’ services as a solution. - Value Demonstrations: Collaborate with internal teams to take up advanced stage discussions for qualified leads. Ensure a smooth handoff of leads to the sales team. - CRM Hygiene Management: Help creating a consolidated view of all the leads, activities, and interactions. Enter accurate and up-to-date information in the trackers. Track progress and update sales opportunities accordingly. - Deal Closure Push: Navigate through the internal red-tape of the prospect and build multiple champions to bring the deal home. Ideal Skills: - Exceptional co...

I'm seeking a web developer that specializes in business software applications. The project involves creating an intuitive, user-friendly business management software that incorporates both customer relationship management (CRM) and robust detailing of accounting and finance features. Key Requirements: - Expertise in web development, specifically for business applications. - Awareness of CRM features and capabilities. - Proficiency in designing and integrating accounting and finance capabilities. - Excellent usability design skills to ensure the software is easy to navigate. This job requires a developer who has experience in crafting comparable software and a keen understanding of business management functions. The successful candidate will combine these skills to pr...

I'm in need of an expert in Odoo, specifically versions 14-17. I require assistance with several modules including Accounting, Inventory Management, CRM, and Website Builder. The upshot of this project is aimed at: - Streamlining accounting processes: I expect stride in the management and oversight of financial operations. - Improving inventory management efficiency: I'm seeking enhanced visibility and control over stock levels and order fulfillment. - Enhancing customer relationship management: I need solutions to better manage and analyze customer interactions and data. - Creating a professional website: I require a robust online presence to represent my business professionally. Ideal candidates should possess prolific knowledge, and have substantial experience in Od...

I'm in need of skilled freelancers who can assist me with a Business-to-Business (B2B) outbound sales calling project. The primary aim of this t...and maintaining rapport with prospects - Identifying and qualifying sales leads - Following sales scripts and pitch guidelines Key Requirements: - Proven experience in outbound sales calling, especially in a B2B context - Strong communication and negotiation skills - Ability to handle objections and rejections tactfully - Persistence and resilience in a sales-driven environment - Familiarity with CRM software and sales processes Ideal candidates should be results-oriented, self-motivated, and possess a genuine interest in sales. Your contributions will play a crucial role in the success of our sales campaigns. Looking forward to wo...

I am looking for an exact replica of the ordering form on this website: I don't want to have to pay a yearly fee. Please check carefully and let me know if you can do for a one off price. Thanks

...Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and over. Attention to detail. Common sense. This job wi...

...professional company that can deliver a wide range of digital marketing and development services. The ideal provider should have strong experience and expertise in the following areas: - Social Media Advertising: Proficient in advertising on YouTube and other social sites. Must have a deep understanding of audience targeting, ad design, and budget optimization. - CRM and Funnel System: Capable of creating and implementing a comprehensive CRM system along with a funnel system. The provider should be able to manage leads effectively and increase customer conversions. - Emailing & Appointment Scheduling: Experienced in setting up and managing email campaigns and online appointment scheduling. The provider should be able to design engaging email content and optimize sched...

...Bangladesh, India, etc. I need a freelancer from LATIN AMERICA only. I need close to EST time!! Furthermore, I need a BILINGUAL freelancer!! So READ before biding. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: PR Outreach Social media Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and over. Attention to detail. Common sense. This job wi...

We are in need of a skilled freelancer experienced in Method CRM to help optimize its usage for our business. Key aspects of the project include: - Customization: Tailoring the system to suit our specific business requirements, including the automation of certain processes and the addition of specific fields. - Integration: Ensuring seamless integration of our existing systems with Method CRM. This may include email marketing platforms or other software we utilize. We're looking for someone who's proficient in Method CRM and has a proven track record of customizing and integrating similar systems for businesses. Your understanding of CRM best practices and ability to adapt systems to meet unique business needs will be highly valued.

...building a robust, web-based Customer Relationship Management (CRM) app aimed at small to medium-sized businesses, as well as burgeoning startups. My expectation is a system that integrates three-fold functionality: • Coherent Contact Management: integration of an intuitive system to store and manage contact information. • Flawless Deal Tracking: A real-time, efficient system to track ongoing deals and future opportunities - very crucial for operations. • Advanced Email Tracking: A system that allows the tracking of sent and received emails, giving real-time updates and promoting efficient communication. In addition, the app should cater to finance, IT and HR operations, to facilitate seamless business activities. Developers adept in CRM software, experien...

I'm in need of a Wordpress expert to help me fix the responsiveness of the tables and forms on my website. The Issue: The table and form on my website are not displaying well on mobile devices and smaller screens. They either do not resize properly, are misaligned, or are not responsive at all. This is causing a poor user experience and I need this issue rectified urgently. Key Requirements: - Fix the responsive design for tables and forms. - Ensure proper resizing and alignment on all devices. - Implement responsive design best practices for a seamless user experience. Ideal Freelancer: - Proven experience in Wordpress responsive design. - Strong understanding of CSS, HTML, and responsive web design. - Past work with fixing table and form responsivenes...

I'm looking for...corporate styled PDF form to capture essential information from new clients, but broken down into separate forms for different entity types Individual (2 individuals per form with identical details required on each row and a column for each individual), Trust, Partnership, Company, Superfund. Key Requirements: - Name, Contact Information, Address, Company Name, Email Address, Phone Number, business details, (as per fields on the attached) - Professional and corporate design, in keeping with our corporate colours. Ideal Skills and Experience: - Proficiency in creating fillable PDF forms - Graphic design skills for a professional and corporate design - Attention to detail to ensure all required fields are captured - Ability to deliver a high-quality, v...

I need a system that can send a standard template to users, co...forms, and store the received data. The specifics are as follows: - User Interaction: The system should be able to send out a standard template to users for completion. - Form Collection: I need a mechanism that will receive the filled forms from the users. - Acknowledgement: I should see in my screen, if the users submitted so that i can track and followup - Storage: The system should securely store the received information. The project requires someone with good knowledge of web form handling, data storage, and secure data management. A background in automation tools could be beneficial. Note that the specifics of the form, method of sending, and data to be collected are not defined yet and will need ...

...search of a ZOHO expert available for hourly consultancy to assist us in mastering various ZOHO applications. Over the past 2-3 months, we've successfully integrated Zoho Projects, CRM, Invoices, and Calendar into our workflow. Our next step is to streamline and enhance our processes and pipelines by effectively linking these applications. Our goal is to engage in video calls with screen sharing sessions, where you will guide us through the optimal use of all features, focusing on refining and automating our processes. Confidentiality is paramount, as we aim to safeguard our customer information within the ZOHO apps. Therefore, this collaboration model is essential. We are looking to schedule 2-hour sessions, multiple times a week, on an ongoin...

...skilled app developer to create a bespoke CRM mobile software that's user-friendly and appealing. This app will allow users to send/receive messages, add notes, and monitor progress of their cases or services. Key Features Include: - Real-time messaging: Let users engage with each other instantly. - File attachment: Incorporating a feature to allow file sharing. - Push notifications: To keep users updated. Moreover, the application will include a Subscription Services feature for monthly recurring payments. Lastly, it will need a Referral Tracking feature. The tracking should be capable of determining the source of each referral. The ultimate developer for this project will possess strong experience in IOS and Android app development, especially with CRM applicat...

I'm looking for a developer experienced in .NET Core and Umbraco to make modifications to an existing Umbraco project. The main focus will be on changing the CSS and the Free Trial form, which needs to be integrated with a CRM system. Key Requirements: - Proficiency in .NET Core and Umbraco - Skilled in CSS customization - Experience with CRM integrations - Understanding of user authentication in Umbraco The main tasks include: - CSS changes to improve the overall look and feel of the site - Customizing the Free Trial form, particularly: • Layout and design adjustments • Integration with a CRM system for effective lead management Your expertise in Umbraco components, particularly in navigation menus, contact forms, and image carousel...

...documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. The freelancer needs to create content and make changes according to the agency's () requirements in the different tabs and menus of the CRM system. The freelancer will also need to update the same content in the actual CRM system. Additionally, the freelancer must send a complete file containing all the content created for the project separately, including demo proposals. Responsibilities: 1) Collaborate with our CRM team to understand our current processes and r...

I'm in need of a professional to help populate my BIGIN CRM with contact information from an Excel file. The task will involve: - Transferring data from Columns A, B, C of my Excel file to BIGIN CRM. - Achieving appropriate data segregation based on geographic location within the CRM. This task will require a keen attention to detail and strong experience in and BIGIN CRM and integrate emails to Outlook. A solid understanding and experience in data segregation & bIGIN PLATFORM is also key for successful delivery of this project. The aim is to streamline my contacts for easier management. Your keen knowledge of geography and ability to dissect contact data is highly needed.

...ensure smooth operation of daily activities. Research and Documentation: Conduct detailed online research using AI tools and compile findings into well-organized documents. You will also be responsible for editing and writing technical and project-related documents. Data Management: Handle data entry tasks and use CRM software to organize and manage project-related information efficiently. Software Proficiency: Must be proficient in Microsoft Office Suite, Google Suite, CRM software, and familiar with AI tools for research and data management. Additional experience with software development tools is a plus. Professional Attributes: The ideal candidate will have experience in supporting roles within the technology sector, especially those that involve substantial use of...

...ensure smooth operation of daily activities. Research and Documentation: Conduct detailed online research using AI tools and compile findings into well-organized documents. You will also be responsible for editing and writing technical and project-related documents. Data Management: Handle data entry tasks and use CRM software to organize and manage project-related information efficiently. Software Proficiency: Must be proficient in Microsoft Office Suite, Google Suite, CRM software, and familiar with AI tools for research and data management. Additional experience with software development tools is a plus. Professional Attributes: The ideal candidate will have experience in supporting roles within the technology sector, especially those that involve substantial use of...

I'm in need of a talented video editor who can work efficiently and effectively to produce quality results. I require editing for different forms of short videos; TikTok videos, Instagram reels, and YouTube shorts. Key requirements ; - Creative video editing - captions & text effects - Experience with After effect Techniques

I'm seeking a data entry expert, ideally with a precise eye for detail, to assist in filling out online forms on a daily basis. Your responsibilities will encompass: * Filling out 50-100 online forms daily. * These forms are of basic complexity, requiring only basic personal information (Name, Email, ...expert, ideally with a precise eye for detail, to assist in filling out online forms on a daily basis. Your responsibilities will encompass: * Filling out 50-100 online forms daily. * These forms are of basic complexity, requiring only basic personal information (Name, Email, etc.). The ideal candidate for this job would have excellent written English skills and a good understanding of online form filling procedures. Any previous experience in a similar role will be a signifi...

...Integrations: - Price comparison, GPS and mapping services - vehicle search API, Third party services for warranties and ancillary products - AI Tools like and SalesGPT for handling inbound and outbound calls - API integrations to the CRM/back office we decide on Primary Objectives: - Enhance user experience - Improve efficiency in managing listings and leads - Act as intermediary between dealership and user to enable buyers agent service Ideal Skills: - Proficiency in Flutterflow and GoHighLevel, Suite CRM or other turnkey solutions - Experience with integrating APIs from various service providers - Prior work with AI agent integration, especially in a marketplace setting - Strong communication to understand the omnichannel support required - Design skills for an

We are seeking a software developer to create a solution that, through a form, allows the configuration of API usage parameters, such as headers and HTTP method (GET or POST), and the selection of data to send as filters, such as by name, identification number, or both, similar to the functionality of Postman for configuring requests on endpoints. This form should enable the creation of multiple API configurations for consumption. The initial response must be mapped with a list of preset fields and then generate a new response with the mapped information to standardize the response from all external sources to be configured. The results will be displayed independently in each API connector created in a table viewer as it comes from the source to perform mapping within the d...

We are seeking a software developer to create a solution that, through a form, allows the configuration of API usage parameters, such as headers and HTTP method (GET or POST), and the selection of data to send as filters, such as by name, identification number, or both, similar to the functionality of Postman for configuring requests on endpoints. This form should enable the creation of multiple API configurations for consumption. The initial response must be mapped with a list of preset fields and then generate a new response with the mapped information to standardize the response from all external sources to be configured. The results will be displayed independently in each API connector created in a table viewer as it comes from the source to perform mapping within the d...

I'm in need of a skilled web designer who can craft modern, minimalist, and highly functional landing pages. Your main task will be to create visually appealing pages that effectively capture leads for a CRM platform. Key Requirements: - Expertise in web design, particularly with landing pages. - Prior experience with integrating landing pages with CRM platforms. - A keen eye for modern, minimalist visual styles. - Understanding of lead capturing mechanisms in design. - Ability to ensure the pages are fully functional and user-friendly. Your work will be pivotal in converting visitors to leads, so a strong portfolio demonstrating successful lead-capturing designs is a major plus.

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I'm seeking a talented developer...talented developer who can seamlessly integrate our existing CRM system with Odoo, specifically to streamline our sales processes. Ideal Skills & Experience: - Proficient in Odoo development and customization - Experience in integrating Odoo with CRM systems - Proven track record in streamlining sales processes through system integration - Strong understanding of CRM functionalities and sales processes. Key Responsibilities: - Analyzing our current CRM system and identifying integration points with Odoo - Implementing the integration to ensure seamless data flow between the systems - Ensuring the integration significantly enhances the effectiveness and efficiency of our sales processes Please provide samples of ...

In search of a seasoned CRM developer with experience in creating over 10 to 15 CRM software. The ideal candidate should have: - Proficiency in building key features and functionalities such as contact management, lead management, and sales pipeline tracking. - The ability to integrate the CRM software with social media platforms and customer support ticketing systems. - Skills to develop both web-based and desktop application versions of the CRM software. If you possess the skills outlined above and are able to meet these requirements, I encourage you to apply.

...in need of a Zoho Analytics expert to create a comprehensive dashboard for my business. The dashboard should utilize Charts and Graphs, Drill-down capabilities, and Data filtering features that Zoho Analytics offers. Key aspects of the project include: - Integrating data from Zoho CRM and Zoho Desk - Focusing on tracking Sales revenue Your role will involve: - Designing and developing the dashboard to visualize the data in an intuitive and informative way - Ensuring the dashboard is user-friendly and allows for easy drill-down into specific details - Implementing data filtering options to allow for customization based on user requirements Ideal candidates should: - Have extensive experience with Zoho Analytics, including its various features ...

I am currently using ZOHO Books and am looking to migrate to Odoo Accounting. I need an Excel expert to help with the migration process. Key Tasks: - Migrate complete set of invoices and bills from ZOHO Books to Odoo Accounting. - Transfer all customer and vendor details accurately to Odoo. - Ensure that financial reports are maintained and migrated correctly. Ideal Candidate: - Proficient in both ZOHO Books and Odoo Accounting software. - Excellent experience in data migration and Excel. - Familiar with maintaining and handling large databases. - Detail oriented, ensuring data integrity throughout the process. This is a large scale project as my current ZOHO Books database exceeds 1000 records. I need someone who can efficiently and effectively handle the ...

I am seeking a skilled Salesforce CRM analytics expert who can fix a bug on one of the Dashboards in our CRMA Ideal skills and experience: - Prior experience with Salesforce CRM analytics, particularly with Reports and Dashboards - Excellent understanding of CRMA - Familiarity with identifying issues in CRMA

I need a proficient HTML developer to construct a detailed contact form for my business website. This form should be equipped with several features to enhance our correspondence with clients. Here are the critical requisites for this project: - Form Capabilities: The form must support file uploads specifically for image and document files. No video file uploads are permitted. - Auto-Response: Configure the form to send an automated reply once a customer fills it out. This reaction should reassure the client that their message has successfully been received. - Database Utility: Arrange for all submitted information through the form to be securely stored in a database. This will streamline tracking and handling of client queries. Details of the...

...to solve a specific issue I'm facing with form submissions. Currently, when customers enter their details in a HubSpot native form, if they have previously submitted information, they are not connected to a particular deal. I need a solution that will fix this problem. Key Requirements: - Expertise in HubSpot: You should have a deep understanding of how HubSpot works, especially in relation to form submissions and deal creation. - Previous Experience: It would be ideal if you have tackled a similar issue in your previous projects. - Problem-Solving Skills: The ability to identify the root cause of the problem and provide a viable solution is crucial. - Attention to Detail: The fix needs to be meticulously implemented to ensure that all future form submi...

I'm in need of a skilled video editor who can handle the post-production of short-form content. The videos I need editing for have a duration of 1-3 minutes each and I need a proficient editor to help with the following: - **Color Correction:** Ensuring consistency in color tones for a visually appealing video. - **Audio Editing:** Adding background music to enhance the viewer's experience. - **Text Overlays:** Including necessary textual information in a captivating manner. - **B-Rolls and Effects:** Incorporating additional footage and effects to improve the overall quality of the video. Ideal candidates should be experienced in video editing for online platforms and have a strong portfolio showcasing their work. Proficiency with editing software and a keen eye for de...

...AI to make sure it was complete and thorough. So if you plan to place a low-ball price in order to get me to talk with you so you can give me your real, higher price later, don't waste your time bidding at all because your bid will be rejected. The basic form has already been developed in Quasar. You can view it here: It has not yet been connected to any kind of storage. This document outlines the functionalities and technical considerations for completing development of the estimate form page. It currently consists of four components: (parent) You can view and download the full repository here: The application will utilize

...transfer between the two platforms. Key Objectives: - Develop a module for Real-time data sync between TALLY and BITRIX. - Establish Custom field mapping for data consistency across platforms. - Design and implement templates for CRM documents on BITRIX. Key Tasks: - Configure BITRIX for importing data from TALLY. - Ensure the module is capable of handling a medium volume of data transfer (several hundred records per day). Ideal Skills: - Proficiency in TALLY and BITRIX is essential. - Experience in developing integrated systems is a must. - Strong understanding of CRM processes and data handling. - Ability to create efficient and robust data transfer modules. - Excellent communication skills to ensure alignment with the existing business needs. This project is cruci...

...handle this scale efficiently is key. - **Design:** While I have a reference store (), I'm open to considering changes in the color scheme and product layout to make my store unique. - **Integrations:** I require expert assistance in integrating key Shopify functions such as: - Payment Processors - Shipping and Fulfilment Services - Customer Relationship Management (CRM) Desirable Features: - **Blog Page:** I'd like the store to feature a blog section for sharing updates, stories, etc. Ideal candidates should have: - Proven experience in creating Shopify e-commerce sites with a substantial product range. - Expertise in customizing Shopify designs and layouts. - A track record of successful Shopify integrations. - Strong communication skills to understand a...