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I need a Zoho Developer

A. ZOHO CAMPAIGNS

1. We have tried to verify the DNS setting to avoid our email campaigns going to spam. Some code issue there which Dani can discuss with you.

2. We would like every zoho form that gets submitted to go automatically into the database and onto our email campaign list.

3. We could like to have a "signup for our mailing list" form on our web site (maybe Dani know how to do this in forms?)

4. Different forms must be able to link to different pipelines. If possibe same form to go to different pipelines depending on what the user selects (rent,buy, become a member etc)

5. Is it possible to link our Gmail accounts to the database so that it automatically pulls any new emails into our zoho crm?

5.1 On that note, if it perhaps worth switching to Zoho Mail to make integration easier and things like template emails in crm sales process easier?

B. ZOHO SIGN

1. I have managed to play around with it and get it to work but here are some things we need help with:

1.1. Sending a template to many at once.

1.2 Setting up a link to the document instead of sending an email to a specific recipient (if possible).

1.3 In relation to 1.2 I would like to be able to have someone click a link while they are filling in one of our forms to take them to sign a document in a new window.

C. ZOHO FORMS

1. We have a new web site which is only going to allow visitors to submit forms (no whatsapp, chat or calls for now which simplifies things - a lot)

2. We will go the route of embedding Zoho Forms into our site to avoid integration complications - currently, we are still on wix forms)

3. Dani has figured out how to set up Zoho Forms but, we have not figured out how to link it to our crm pipeline and our database.

D. ZOHO CRM

1. We need to set up our products and pipelines in CRM and link the above forms to it.

2. We have the following products which we must set up in the crm. Each of these has a different "owner/agent/person" that handles inquiries.

If you show us how to set up one we can do the rest.

3. Each product above has a different pipeline/deal funnel/sales process.

If you show us how to set up one we can do the rest.

4. Two of the features I want to connect to various stages of the sales process are:

4.1 Template emails sent from CRM requesting documents to be signed

4.2 Template emails sent from CRM requesting bookings to be made into the booking system

5. How to add existing database we have loaded on campaigns to crm.

E. ZOHO BOOKINGS

1. We have set up booking example here

[login to view URL]

2. We will be setting up bookings for the following:

- Sales

- Rentals

- Membership

- Tours

3. Need to connect this to the calendar. Is it worth switching to Zoho Calendar? Or can we integrate with Google Calendar rather?

4. Can we play with the design here as above is not on brand?

5. Need to set up Automated email templates to be sent after submission.

F. AVAILABLE APARTMENTS LIST

What solution can you think of which would allow us to link our products (our available apartments for sale and for rent - separately) in the CRM to something like this on the site:

[login to view URL]

Skills: PHP, CRM, Zoho, Salesforce.com, Software Architecture

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About the Employer:
( 0 reviews ) Johannesburg, South Africa

Project ID: #26767053

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