Browse categories
Explore
Fiverr Pro
English
$
USD
I will build zoho crm setup automation customization and integration
Somod
About this gig
Are you looking to streamline your sales pipeline and automate daily tasks with Zoho CRM? I build, customize, and automate Zoho CRM systems tailored to your exact workflow. Whether you need account setup, custom modules, or automation, I deliver CRM solutions that boost team productivity and close deals faster.
What I Build For You:
- Account Setup & Migration: Lead setup, custom fields, layouts, and data import. Workflows & Automation: Lead scoring, assignment rules, blueprints, and auto-responders.
- Modules & Pipelines: Subforms, deal stages, territory rules, and user access permissions.
- Integrations: Seamless connection with Zoho One, Webhooks, Zapier, and Shopify.
- Dashboards & Reports: Custom analytics, sales forecasting, and real-time tracking
.
Why Choose Me:
Certified Zoho CRM specialist focused on clean setup and high user adoption. Custom sales blueprints engineered specifically around your unique process. Video walkthrough included with every order for effortless management.
Please message me before placing an order to discuss your project scope!
Get to know Somod
Somod
Lead Generation, and Newsletter Writing
- FromUnited Kingdom
- Member sinceSep 2026
- Avg. response time1 hour
Languages
English, French
Hi! I’m a Sales Funnel Specialist focused on building high-converting SamCart checkout pages and automated funnels for course creators, coaches, and digital sellers. I specialize in SamCart design, 1-click upsells, order bumps, payment gateway setups, and email automation integrations (ActiveCampaign, Klaviyo, Zapier).
My goal is simple: eliminate cart abandonment and help you scale your sales with a frictionless checkout experience.
Let’s build your funnel today!
FAQ
Do I need to share my primary Zoho password with you?
No, never share your main password. You can safely invite me as a User or Administrator inside your Zoho CRM settings (Setup > Users & Control > Users) using my email address. You can revoke access at any time once the project is completed.
Which Zoho plan do I need for custom automations and blueprints?
Basic workflows and custom fields work on the Standard or Professional plans. However, advanced features such as Sales Blueprints, Canvas View, multi-currency, and custom Deluge scripting require Zoho CRM Enterprise or Zoho One.
Can you write custom Deluge scripts and handle complex API integrations?
Yes! I write custom Deluge code and set up Webhooks/REST APIs for advanced calculations, custom module syncing, multi-step triggers, and third-party software connections (e.g., Stripe, Shopify, WordPress, Zapier).
How do you handle data privacy and existing customer records?
Your business data is 100% confidential. I strictly follow strict data safety protocols, perform initial tests using dummy data whenever possible, and never store or export your real customer data onto local devices.
Will you train my sales team on how to use the customized setup?
Every order includes a screen-recorded video walkthrough explaining your custom fields, layouts, and automation rules. If you need live, interactive training for your team, I offer a 60-minute 1-on-1 Zoom training session as a Gig Extra.
What happens if an automation breaks or I find a bug after the order is completed?
All packages come with post-delivery support (7 days for Basic, 14 days for Standard, and 30 days for Premium) to fix any bugs or operational issues within the original scope at no extra charge
Can you integrate Zoho CRM with other apps in the Zoho One suite?
Absolutely. I can connect your CRM with Zoho Desk (tickets), Zoho Books (invoices), Zoho Campaigns (email marketing), Zoho Sign (contracts), and Zoho Forms.
