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automated E-Mails to suppliers out of Zoho CRM deal

Project details

We are webdesigners and during every project, we need to ask suppliers for their permission to use their content.

That is what I have in Zoho CRM:
– a customer (company) linked with a contact and both linked to a deal
– suppliers (company) with several contacts, but one contact checked as “maincontact”
– maincontact has got a email-address
– suppliers have got a field with an URL to an “example-page”

That is what I want to do
– the deal (website-project, connected to customer) should get 15 fields, where I can choose another company from CRM, which are the suppliers
– next to each field I need a checkbox
– if I check that checkbox an email should be sent to the “main contact” of that supplier
– Email should contain following sentence and grab the info from linked supplier-company and supplier-maincontact
– Dear “supplier-maincontact-name”, our common customer “customer-name” would like to use the content from following link: “example-page”. Is he allowed?

I need someone, who is able to do that. I am looking forward to your ideas and offers. Please tell me, if the way I planned that (because I am new weith Zogo One) is too complicated or if the result has to be achieved in a different way,

Thank you
Rene

PS: Please start you messages with SUPPLIER, so that I know, that you read the message and that it is not an automated message.

Skills: CRMZoho

Awarded to:

Project budget:
budget limits: €30-250 EUR
number of bids: 5
average bids: €232

Do you have a similar project. Contact us now to help you get it done

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Project Type*

Awarded to:

Project budget:
budget limits: €30-250 EUR
number of bids: 5
average bids: €232

Project details

We are webdesigners and during every project, we need to ask suppliers for their permission to use their content.

That is what I have in Zoho CRM:
– a customer (company) linked with a contact and both linked to a deal
– suppliers (company) with several contacts, but one contact checked as “maincontact”
– maincontact has got a email-address
– suppliers have got a field with an URL to an “example-page”

That is what I want to do
– the deal (website-project, connected to customer) should get 15 fields, where I can choose another company from CRM, which are the suppliers
– next to each field I need a checkbox
– if I check that checkbox an email should be sent to the “main contact” of that supplier
– Email should contain following sentence and grab the info from linked supplier-company and supplier-maincontact
– Dear “supplier-maincontact-name”, our common customer “customer-name” would like to use the content from following link: “example-page”. Is he allowed?


I need someone, who is able to do that. I am looking forward to your ideas and offers. Please tell me, if the way I planned that (because I am new weith Zogo One) is too complicated or if the result has to be achieved in a different way,

Thank you
Rene

PS: Please start you messages with SUPPLIER, so that I know, that you read the message and that it is not an automated message.

Skills: CRMZoho

Do you have a similar project. Contact us now to help you get it done

Email
Project Type*

skills of Shehbaz H.

skill ? level ? projects ?
Kajabi
100%
15
Zoho Creator
100%
30
Zoho
83%
148
CRM
66%
119
Zoho CRM
47%
15
Salesforce.com
43%
15
Salesforce Marketing Cloud
38%
1
Salesforce CPQ
38%
1
Salesforce Commerce Cloud
38%
1
Scripting
37%
15
Xero
36%
15
XHTML
35%
1
Salesforce Lightning
35%
1
Salesforce App Development
35%
1
Social Media Marketing
35%
15
Software Development
35%
1
Perl
35%
15
HTML
35%
30
Excel
35%
15
Software Architecture
35%
30
PHP
35%
59
HTML5
34%
1
Facebook Marketing
34%
15
Instagram Marketing
34%
1
Social Video Marketing
34%
1
Twitter Marketing
34%
1
Viral Marketing
34%
1
Social Sales
34%
1
Marketing
34%
1

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Upgrade Zoho Creator from v1 to v2 CRM  Software Architecture  Zoho  Zoho Creator 
Zoho CRM and Zoho sales IQ integration CRM  PHP  Zoho 
Zoho CRM & Zoho SalesIQ CRM  Zoho 
Zoho CRM — Show mass mailing number of opening in contact page CRM  HTML  PHP  Salesforce.com  Zoho 
Modify a ZOHO CRM Inventory Template CRM  HTML  Zoho 
Zoho customizing Scripting  Zoho 
Social Media Integration Facebook Marketing  Social Media Marketing 

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