Dean Montandon MCIM
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CRM & Automation

Zoho CRM Integration

Complex CRM integration connecting TrustID and Octopaye for compliance.

At a Glance

Date
2023 - 2023
Company
Client Work
Role
CRM Developer
Tools Used
Zoho CRMDelugeAPI Integration
Zoho CRM Integration

The Context

A recruitment agency needed to automate compliance checks.

The Challenge

Data was being manually copied between systems, leading to errors.

Key Projects and Initiatives

Compliance Automation

Connected Zoho CRM to TrustID for instant passport checks.

Tools and Technology

Zoho CRM, Deluge, TrustID API.

Results and Impact

100% compliance accuracy and saved admin time.

What I Learned

The importance of error handling in webhooks.

Interested in this experience?

If you are looking for someone who can bring this level of marketing leadership and hands-on delivery to your team, I would love to hear from you.

Contact Me