Zoho CRM - Create Contacts from Layout (Subform)

Posted 3 years ago
Worldwide

We have a custom module in Zoho CRM which requires us to create an account and multiple contacts from a subform entry on the layout.  The primary example is Families that purchase an insurance policy that covers the whole family.

The policy layout will ask who is the primary person on the account and other family members.  We need a script that will then create the Account (Family) as well as the family members as associated contacts - with the primary contact identified as primary for communications.

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Intermediate
    Experience Level
  • $17.00

    -

    $37.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Scripting & Automation Deliverables
Scripting
Other
Zoho CRM Automation API
Activity on this job
  • Proposals:
    20 to 50
  • Last viewed by client:
    2 years ago
  • Hires:
    1
  • Interviewing:
    3
  • Invites sent:
    2
  • Unanswered invites:
    0
About the client
Member since Jan 29, 2021
  • Canada
    Toronto 7:22 AM
  • 2 jobs posted
    100% hire rate, 1 open job
  • $115K total spent
    4 hires, 1 active
  • $39.96 /hr avg hourly rate paid
    2,785 hours

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Other open jobs by this Client (1)