Hello,
We are looking for a skilled developer to implement an integration project between Pipedrive and Zoho Books to streamline the process of creating and managing invoices in our company. Below are the project requirements:
- Invoice Creation and Sending
We need the ability to create invoices directly from Pipedrive and link them to both deals and contacts, with a seamless option to send invoices to clients.
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Contact Creation and Linking with Zoho Books Contacts
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Pulling Invoices from Zoho Books into Pipedrive
All invoices created in Zoho Books should be displayed in Pipedrive, with an easy way to review them.
- Aggregated Invoicing Data by Contact
We require aggregated invoicing data for each contact in Pipedrive, including the total amounts due and paid by each client.
- Automated Invoice Status Updates
Invoice statuses in Pipedrive (e.g., paid, due, canceled) should be automatically updated.
If you are capable of implementing this project or have additional questions, please reach out to us at the email below with details of your experience, project cost, and the estimated timeline for completion:
We look forward to hearing from you.
Thank you!