I will setup zoho crm with custom automation and integrations zoho crm expert
crm expert
About this Gig
Leads falling through the cracks because your CRM is just a contact list?
I set up and automate Zoho CRM pipelines, lead scoring, workflow rules, and Deluge scripts then connect it to the tools your business runs on using Zoho Flow and native integrations.
You get a CRM that works for you: leads auto-assigned to the right rep, follow-up emails that fire themselves, deals that move stages on their own, and dashboards showing exactly where revenue is stuck.
- Here's what my service includes:
- CRM setup
- Pipeline stages
- Lead scoring
- Custom fields
- Workflow rules
- Deluge scripting
- Zoho Flow automation
- Email automation
- Lead assignment
- Deal stage rules
- Third-party integrations
- Data migration
- User roles setup
- Dashboard reports
- Duplicate cleanup
Platforms I work with:
Zoho CRM · Zoho Flow · Zoho Books · Zoho Desk · Zoho Campaigns · Zoho Forms · Zoho Analytics · Zoho SalesIQ · Zoho Sign · Deluge · Zapier · Slack · Gmail · Outlook · Shopify · WordPress · Mailchimp · WhatsApp · Twilio · QuickBooks
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
Zoho
FAQ
What justifies the jump from Standard to Premium?
Basic sets up your core pipeline. Premium is for businesses that need custom Deluge scripting, multiple third-party integrations like Shopify or QuickBooks, complex approval workflows, and hands-on team training so your sales team actually adopts the new system fast.
I'm a solo founder juggling leads across email and whatsapp is this for me?
Yes. Sales teams, agencies, and solo founders juggling leads across email, WhatsApp, and spreadsheets lose deals to slow follow-up. I set up Zoho CRM with automated lead capture and assignment so every lead gets a fast, tracked response no matter where it comes from.
Will automation actually change how my sales team works, or is this just setup?
Yes. A CRM with zero automation is just a spreadsheet with extra steps, so leads go untouched and follow-ups get forgotten. I build custom pipelines, workflow rules, and Deluge scripts so leads get assigned, emailed, and moved through stages without lifting a finger.

