[login to view URL] are looking for a lot of items to be connected and automated in Zoho as an ongoing project. I believe this is the correct API for doing the first item we need completed. We would need data to go from CRM to Zoho Sign and then completed data from Zoho sign back into CRM.
API's through which you can get the signer filled data from a document ([login to view URL]) you can create a custom function.
2. Set up sales automation
3. Bring leads from websites directly into Zoho
4. Add features including ability to upload documents in the Zoho Portal. A web portal where our independent sales/lead generator reps can go to log in and get information/view demos etc..for the services we want them to pitch to their customers/relationships. * We would like them to be able to submit leads and accounts for approval and possibly see the progress as WE push it through the sales process WIN/LOSS. * We would like them to be able to view some basic reporting ie: leads submitted, approved/denied (with reason denied) , closed sales, commission generated etc. * We would like them to have a profile and be able to change update edit contact, commission deposit info, etc. * We would like them to have access to product/service offering information, marketing material and tutorials maybe video links etc. along with access to the contracts and data needed for each of our merchant processing relationships.
We are looking to constantly grow our CRM and we are looking for a long term relationship.
Please send us your quotes as we are looking to get this started as soon as possible.