I will setup zoho CRM, forms, campaigns, analytics and lead automation

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Natalie

About this gig

Getting leads isn't useful if they sit in a spreadsheet, enter the wrong CRM pipeline, don't receive follow-ups, or require someone to manually transfer information between your forms and marketing tools.


I help businesses create a connected lead management system using Zoho CRM, Zoho Forms, Zoho Campaigns and Zoho Analytics.

My services include:

  • Zoho CRM configuration
  • Zoho Forms setup
  • Lead capture forms
  • CRM form integration
  • Lead assignment rules
  • Sales pipeline setup
  • Automated lead follow-ups
  • Workflow rules
  • Email notifications
  • Zoho Campaigns configuration
  • Contact and mailing list organization
  • CRM and Campaigns synchronization
  • Reports and dashboards
  • Zoho Analytics setup
  • Lead tracking automation

For example, when someone submits your form, their information can automatically enter the correct CRM pipeline, trigger an assigned task or notification, and move into the appropriate follow-up process without repeatedly copying data between systems.

I can build a new workflow or troubleshoot an existing Zoho setup where leads, forms, campaigns or automations aren't working correctly.


Message me Now and tell me how you currently collect and follow up with leads, and what you would like Zoh

Get to know Natalie

Natalie

ZOHO SPECIALIST

  • FromUnited States
  • Member sinceSep 2026
  • Avg. response time1 hour
  • Languages

    English, German, Italian
Hi, I’m Natalie, a Zoho specialist with 3+ years of experience helping businesses simplify their daily operations through smart CRM systems and automation. I work with Zoho CRM, Zoho One, Zoho Books, Zoho Creator, Zoho Flow, Forms, Campaigns and Analytics. From fixing broken workflows and automating lead follow-ups to building custom Creator apps, Deluge scripts, API integrations, invoicing and accounting workflows, I focus on practical solutions that reduce manual work and keep your business organized. Let’s build a Zoho system that works for you.