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Zoho Stripe and Sign Setup and Workflows

SUMMARY:

Sales team should be able to click a button on the SalesDeal page which will pull information from the SalesDeal into a Stripe payment request that gets sent to the prospect.

Sales team should be able to click a button on the SalesDeal page which will pull information from the SalesDeal into a ZohoSign form template which will then automatically send to the prospect. There should be an option for both of these processes for the sales team to add additional text to the body of the email, if they wish.

Import call note history that is currently stored on a .csv imported into Zoho against the correct leads/contacts.

Setup automatic import of call recording files from RingCentral into Zoho.

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DETAILS:

Stripe: button on salesdeal page, when clicked it should:

- Send an email to the email address on the salesdeal page which contains

-- First and last name

-- Deposit amount

-- Full purchase price

-- Any other relevant details

-- Log this as an activity against the salesdeal

-- Automatically change stage to 'send/receive deposit'

-- Stripe payment request page should automatically be updated to include the deposit amount stipulated on the salesdeal page

ZohoSign: button on salesdeal page, when clicked it should:

- Send an email to the email address on the salesdeal page which contains

-- First and last name

-- Deposit amount

-- Full purchase price

-- Log this as an activity against the salesdeal

-- Automatically change the stage to 'send/receive contract'

-- Document in ZohoSign should automatically update to include first/last name, purchase amount, deposit amount, address

Import Call Notes History

- Import CSV call notes into each lead/salesdeal.

RingCentral

- Setup automatic upload of call recording from RingCentral into Zoho. Recording to live under the lead/salesdeal or contact, depending on where the call is made from.

Skills: Call Center, Excel, Stripe, Zoho

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Project ID: #16350047

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