Streamline Business with Zoho Automation: From Lead to PaymentStreamline Business with Zoho Automation: From Lead to Payment
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Created a comprehensive automation flow in Zoho using Deluge scripting and workflows, covering lead creation, agreement sending, deal conversion, invoice generation, and payment integration. Leads are entered manually, and agreements are automatically sent via email for signing. Upon signing, the system converts the lead into a deal, generates an invoice based on selected services, and integrates payment options. This fully automated process improves efficiency, eliminates manual intervention, and enhances the overall customer experience.
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started