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Fiverr Pro
English
$
USD
I will zoho zoho automation zoho crm setup zoho campaigns zoho one zoho bigin zoho site
About this Gig
Bought into Zoho One or Zoho CRM, but it's not running the way it should? Data isn't syncing, workflows are manual, half your apps aren't connected.
I handle Zoho CRM setup and Zoho set up for Books, Desk, Flow, and Zoho One so it works as one system, not fifty logins sharing a name.
WHAT I DO
- Zoho CRM setup: pipelines, lead scoring, custom modules, Zia AI
- Zoho Books setup: invoicing, taxes, bank feeds, reconciliation
- Zoho Form builds for lead capture, feeding into CRM
- Zoho Flow automations connecting CRM, Books, Desk, outside apps
- Data migration from spreadsheets, Zapier, HubSpot, Salesforce
- Cross-app automation: closed deal auto-generates invoice, notifies team in Cliq
- Zoho Creator apps for anything modules don't cover
- Fixing broken or half-finished setups
WHY WORK WITH ME
One database across 55+ Zoho apps pays off only if configured right. Most accounts run each app in isolation. I map your process, then build around it, with docs so your team isn't locked out.
WHAT YOU GET
A working, tested setup, not a demo
Documentation of what was configured and why
A walkthrough, plus support after delivery
Message me what's not working and I'll tell you what it takes.
Software:
Zoho
Industry:
Agriculture
•
E-Commerce
•
Education
My Portfolio
FAQ
Do you handle Zoho One setup for a whole team, not just CRM?
Yes — Zoho One setup covers configuring the apps you're actually using (CRM, Books, Desk, Forms, Flow, etc.) as one connected system, plus permissions and onboarding for your team.
Can you connect Zoho to Shopify?
Yes. Shopify–Zoho integration typically syncs orders and customers into CRM and pushes invoicing data into Books automatically, so nothing needs manual re-entry.
Do you set up Zoho Bigin?
Yes, for businesses that need a lighter CRM than full Zoho CRM. I'll set up pipelines and automations sized to how your team actually sells.
Can you build Zoho Campaigns automations?
Yes — I can connect Zoho Campaigns to your CRM data so email sequences trigger off deal stage, form submissions, or customer activity.
Do you build Zoho Forms and connect them to CRM?
Yes, every Zoho Form I build feeds directly into CRM as a lead or contact, with the fields mapped so nothing gets lost.
Can you set up a Zoho Sites website?
Yes — I can set up or fix a Zoho Sites site, including connecting forms on the site back into CRM.
What counts as "Zoho automation" versus just setup?
Setup configures the apps individually (pipelines, invoicing, forms). Automation is the layer on top — Zoho Flow rules that move data between apps automatically, so a closed deal creates an invoice, a form submission creates a lead, etc.
