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We are an Australian VoIP Telecommunications Service Provider in the SMB to SME business segment with offices also in New Zealand, Los Angeles and London.
While we are currently using Zoho as our CRM we have a requirement for a provisioning system which envisions extending a web form powered by Zoho Creator integrated to our current Zoho CRM sales order process.
1/ Our vision publish a Zoho Creator form to our public web site via the iFrame.
2/ Customers choose the product type,
3/ Customers confirm "I accept"
4/ The Zoho Creator passes the captured data to the particular Sales Order (CreateOrder) instantiating the workflow task depending on the product the customer has chosen.
We will supply additional information to the successful applicant. We do have a number of additional requirement following this first consultancy.
Best regards for the new year
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