I will set up and optimize zoho CRM workflows and sales automation


About this gig
Hello Esteem Buyer,
Looking for an expert to set up Apollo.io or Zoho CRM to streamline your sales process and automate repetitive tasks? You're in the right place!
I specialize in CRM setup, customization, and workflow automation to help businesses manage leads, improve customer relationships, and increase productivity. Whether you're a startup, agency, Shopify store owner, or growing business, I'll create a CRM solution tailored to your goals.
- My services include:
- Apollo.io setup and optimization
- Zoho CRM setup and customization
- Sales pipeline and lead management
- Workflow and email automation
- CRM integration with Shopify, Gmail, Google Sheets, Zapier, Make.com, and more
- Contact import, data migration, and cleanup
- Reports, dashboards, and user management
- API and webhook integrations
Why choose me?
- Professional CRM and automation expert
- Customized solutions for your business
- Reliable communication and on-time delivery
- Scalable workflows that save time and reduce manual work
Let's build an efficient CRM system that helps you capture leads, automate processes, and grow your business.
Contact me before placing your order so we can discuss your project requirements.
Get to know michael
CRM specialist
- FromUnited States
- Member sinceMay 2026
- Avg. response time1 hour
Languages
French, English
FAQ
What CRM platforms do you work with?
I specialize in Apollo.io and Zoho CRM. I also assist with CRM integrations and automation using tools like Shopify, Zapier, Make.com, Google Sheets, Gmail, Outlook, Calendly, Stripe, and other business applications.
Can you set up Apollo.io or Zoho CRM from scratch?
Yes. I can configure your CRM account, customize modules, create sales pipelines, import contacts, set up automations, and prepare your CRM for daily business operations.
Can you automate my sales and lead management process?
Absolutely. I can build automated workflows for lead capture, lead assignment, follow-up emails, task creation, contact updates, and other repetitive processes to save you time.
Can you integrate my CRM with Shopify or other apps?
Yes. I can integrate Apollo.io or Zoho CRM with Shopify and many other platforms using native integrations, Zapier, Make.com, APIs, or webhooks where appropriate.
What do you need to get started?
You'll need to provide your project requirements, the platforms involved, and temporary access to the necessary accounts. If your project includes data migration, please also share your data files.
Can you customize the CRM to match my business process?
Yes. I can customize fields, modules, sales pipelines, workflows, dashboards, and reports to better align with your business requirements.
Do you fix existing CRM or automation issues?
Yes. I can troubleshoot workflow errors, integration problems, automation failures, duplicate records, data sync issues, and general CRM configuration problems.
Will my business information remain confidential?
Absolutely. I treat every client's information with professionalism and confidentiality, and I only use the access provided to complete your project.
Should I contact you before placing an order?
Yes. Please send me a message before ordering so we can discuss your requirements, confirm compatibility with your existing setup, and ensure you choose the package that best fits your needs.
