Zoho CRM - Create Contacts from Layout (Subform)

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Posted
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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

  • 20 to 50
    Proposals
    20 to 50
  • 1 month ago
    Last viewed by client
    1 month ago
  • 1
    Hires
    1
  • 3
    Interviewing
    3
  • 0
    Invites sent
    0
  • 0
    Unanswered invites
    0

About the client

Member since Jan 29, 2021
  • Canada
    Toronto 4:28 am
  • 2 jobs posted
    100% hire rate, 1 open job
  • $22,347 total spent
    4 hires, 1 active
  • $40.00 /hr avg hourly rate paid
    543 hours
  • Large company (100-1,000 people)
  • Member since Jan 29, 2021

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