Find Jobs
Hire Freelancers

integration between Insightly CRM and Workflow Max

$30-250 AUD

已关闭
已发布超过 5 年前

$30-250 AUD

货到付款
Description of requirements/functionality: I am needing an integration between Insightly CRM and Workflow Max I want to share some details between the two systems, such as name, email address and some custom fields that we've added I'd ideally like that when we change the status of a organisation in Insightly to being a customer it creates a client in Workflow Max.
项目 ID: 18202264

关于此项目

6提案
远程项目
活跃5 年前

想赚点钱吗?

在Freelancer上竞价的好处

设定您的预算和时间范围
为您的工作获得报酬
简要概述您的提案
免费注册和竞标工作
6威客以平均价$510 AUD来参与此工作竞价
用户头像
Hello we can integrate this 2 systems. What will be the flow. You have 2 way to sync this both system. either you use zapier or made custome code to integrate this 2 system. in zapier you have to take subscription and need to pay monthly charge. in custome code in your server we will make one module which will connect both system. it will take data from insight and create customer at wokflow. we can provide you solution for that let us discuss time and cost. Thank you
$500 AUD 在3天之内
4.9 (28条评论)
5.5
5.5
用户头像
Hi, Apologies for bidding on higher side, but it's not really anywhere worth of 250 AUD. Here is idea, how this integration will work. I had a looked into both system's API and it can be done. What we need is middleware, where we can write the code and sync both the system, a server, if you do not have any server at the moment, I can develop this into Windows exe and it will be installed in your machine. Once your machine is UP, it will sync the data every 1 hour or on button click ( if you sometimes want to initiate on immediate basis.) assuming that, your machine will have internet connection. Also, you need to decide a Master system, I guess it will be Insightly CRM, having said master system is, Data will flow only from one way, i.e Insightly CRM to Workflow Max, not the other way around. Looking forward for mutually beneficial partnership ahead. P.S this cannot be done Zapier, as Zapier currently do not support Wrofklow max. Thanks,
$1,666 AUD 在10天之内
5.0 (19条评论)
4.2
4.2
用户头像
Hello, I have checked your description and got a basic idea about your requirements. We will integrate Insightly CRM and Workflow Max in a way that you change the status of a organization in Insightly to being a customer it creates a client in Workflow Max. ** I would like to have a complete project discussion in rapid manner to get all details in better way. We are open to discuss and ready to proceed right away, So please ping me in PMB and share all details. Few words about our team :- We are new here but have 8+ years experience in IT industry with a team of 85+ developers and designers. We handled many CRM related projects and worked on different CRMs. I would like to have a quick call with you to get all details in clear way. Kindly share your convenient time for a discussion in rapid manner as our CRM team is available 24*7. $$ This budget and timeline are just an estimation, we will finalize this while project discussion. $$ Looking forward to hear from you. Best regards, Tapan
$155 AUD 在3天之内
5.0 (3条评论)
3.7
3.7

关于客户

AUSTRALIA的国旗
Goodna, Australia
0.0
0
付款方式已验证
会员自3月 27, 2014起

客户认证

谢谢!我们已通过电子邮件向您发送了索取免费积分的链接。
发送电子邮件时出现问题。请再试一次。
已注册用户 发布工作总数
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
加载预览
授予地理位置权限。
您的登录会话已过期而且您已经登出,请再次登录。