Zoho CRM, PandaDoc & Stripe Customization

2016-05-14: I want to build out Zoho to help me manage contacts, leads, and other client information. Panda. Doc is used for my proposal generation, and Stripe is used for my invoicing. I would like for all three websites to work with one another seamlessly. Below are some of the things I know I want to do:

1. Create a form, which is embedded in my WordPress site on a custom URL (such as www.fulldisclosuremedia.com/agency-intake). Use this as a lead intake form, which automatically creates a lead, account, ...Posted On: May 15, 2016 04:18 UTCCategory: IT & Networking > ERP / CRM Software. Skills: Marketing Automation, Stripe, WordPress, Zoho Creator, Zoho CRM Country: United Statesclick to apply