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$
USD
I will zoho CRM automation and email follow ups
AI Automation and Data Science Specialist
I build AI and business automations that save time, reduce manual work, and connect your tools. I can automate most repetitive business tasks, from simple daily processes to multi-step workflows.
I s...
About this Gig
Are new leads sitting in your inbox while your sales team updates Zoho CRM manually?
I set up and improve Zoho CRM automations that keep lead records organized, assign the right owner, and trigger timely follow-ups.
I can help with:
- Zoho CRM workflow rules, lead and contact updates
- Form or website lead capture into Zoho CRM
- Lead assignment, status changes, duplicate checks and tasks
- Gmail or Zoho Mail follow-up workflows for opted-in contacts
- Zoho CRM integrations through n8n, webhooks or supported APIs
- Workflow troubleshooting, testing and handover notes
What you get:
- A defined workflow matched to your business process
- Testing with sample records and clear setup instructions
- A walkthrough of how to operate your automation
I focus on practical, maintainable systems, not complicated setups you can't manage.
Please message me before ordering if you need custom API authentication, multiple pipelines or large data migrations.
You provide the Zoho account, required app access and any paid subscriptions. Bulk unsolicited email campaigns are not included.
Software:
Zoho
My Portfolio
FAQ
Can you automate my existing Zoho CRM account?
Yes. I can set up, improve or troubleshoot supported CRM workflows using your existing account and authorized access.
Can you connect Gmail or other applications?
Yes. I can integrate supported applications through Zoho features, n8n, webhooks or documented APIs. The number of integrations depends on your package.
Can you automatically follow up with leads?
Yes, for appropriate, permission-based communications. We can define triggers, follow-up templates and timing based on your sales process.
Do I need a paid Zoho CRM plan?
Some automation and integration features require specific Zoho subscriptions. I will check your plan before confirming the solution.
Can you fix an existing CRM automation?
Yes. I can investigate failing workflows, incorrect field updates and broken integrations within the agreed scope.
Will you provide documentation?
Yes. All packages include setup notes, while Premium includes a more detailed handover guide.
Do you provide CRM migration or bulk email campaigns?
Large CRM migrations need a custom quotation. Unsolicited bulk email campaigns are not included in this service.
