Zoho CRM Jobs

Project Description: This is a fast execution project. I need someone who has already done WhatsApp API + CRM integration before. No experimentation. No learning on the job. I need an experienced freelancer to set up a basic WhatsApp Business API system integrated with Zoho CRM for lead generation and client communication. This is a simple, no-overengineering setup — No chatbot, no complex automation, no custom backend. Scope of Work: WhatsApp Setup: • Setup WhatsApp Business API using Interakt (preferred) or WATI • Assist with Meta Business verification/setup (if required) • Create & get approval for 1–2 WhatsApp message templates • Setup shared inbox for handling incoming replies Zoho CRM Setup: • Integrate WhatsApp leads into Zoho CRM &bul...

I’m looking to tighten up our lead process in Zoho CRM so that everything that happens to a brand-new lead is handled instantly and without manual follow-up. The moment a new lead record is created, Zoho should do two things for me: • Drop the lead straight into our predefined pipeline with the right status and any tags or fields we decide during setup • Fire off an immediate email that contains the full lead details so my team sees the information in real time That email only needs the lead’s data—no salesperson assignment or source information at this point—so the template can stay simple. What I need from you: 1. Configure or script the workflow (Deluge, Blueprint, or Zoho Flow—use whichever is fastest and most reliable) that listens for the...

I'm seeking a Zoho CRM developer to help customize our system. We need to improve customer service management through custom modules and fields, as well as automate workflows. Key requirements include: - Developing custom modules and fields primarily for customer service management. - Implementing workflow automation to streamline processes. Ideal skills and experience: - Proven experience with Zoho CRM customization. - Strong understanding of customer service management needs. - Proficiency in workflow automation within Zoho CRM. - Ability to design and implement custom modules and fields. Please provide examples of previous work and relevant experience.

I'm seeking a Zoho CRM Implementation Specialist to refine our sales process. Key focuses: - Lead Management: Efficiently track and manage sales leads. - Pipeline Management: Streamline and optimize our sales pipeline. Ideal skills and experience: - Proven expertise in Zoho CRM. - Strong background in sales process enhancement. - Excellent organizational and project management skills.

I need an experienced Zoho CRM specialist who can jump on real-time Meet calls with my team, listen to the automation and integration issues we are facing, fix them on the spot, and clearly explain each step so we can handle similar situations ourselves in the future. Our main pain points lie in building or correcting workflow automation and connecting Zoho CRM with other platforms through Zoho Flow, webhooks, or direct API methods. While you work, I want to understand why a rule fires (or fails), how to structure field updates, and what best practices apply when mapping data between systems. The engagement is session-based: we schedule a live screen-share, tackle the queued problems, and end only when the solution is implemented and understood. After each call, a brief recap—j...

I need a detail-oriented freelancer to log a backlog of new contact information directly into my Zoho CRM account. All source data will be provided in spreadsheets and email threads; your task is to capture every field we track in Zoho—name, company, role, email, phone, address and any custom tags we use—while double-checking for typos and obvious duplicates before saving. Access to my Zoho CRM will be granted through a temporary user profile. I’ll start you with a short sample batch so we can confirm field mapping and formatting, then move on to the full file. Accuracy is more important than speed, but once you are comfortable with the workflow I’d like steady daily progress. Deliverables • All new contacts entered and saved in Zoho CRM • Internal &ldqu...

We are an Australian finance business looking for an experienced Zoho CRM developer to execute a structured rebuild of our partially-developed CRM. This is an execution-focused role. The architecture, modules, and workflows are already fully specified. We need a skilled operator who can follow detailed written instructions precisely and deliver clean, production-ready work. We are NOT looking for a consultant or strategic partner. Scope of Work • Rebuild the Standard Lead module • Build a custom Calculator module • Build a custom Commercial Applications module • Build a custom Residential Applications module • Build a Partnership module • Configure and refine the existing Commercial Deals pipeline • Build a new Partnership pipeline • Ma...

About atEaseAI: atEaseAI helps Customer Success and Account Management teams drive retention and expansion without manual effort. What You’ll Do: ~ Identify and bring in qualified SaaS leads (ICP below) ~ Run outbound (LinkedIn, email, etc.) and book meetings ~ Support the sales process and eventually close deals How This Works: ~ For your initial leads, I (founder) will run the demos ~ This acts as hands-on training so you understand positioning, objections, and pitch ~ Gradually, you’ll take over demos and closing independently Ideal Customer Profile (ICP): ~ B2B SaaS companies ~ Selling to small businesses & mid-market ~ Have Customer Success / Account Management teams ~ Focused on retention, expansion, and reducing churn ~ Typically growing startups or scale-ups Who...