I will setup, customize and automate zoho CRM and zoho one

Precious B

Nigeria

I speak English, French, Spanish

2 orders completed

AI video, Social Media VA

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About this Gig

Need help setting up, customizing, or automating your Zoho CRM or Zoho One system?


Whether you're starting from scratch, fixing an existing setup, or trying to connect your Zoho apps, I can help you build a clean, organized, and automated Zoho system around the way your business actually works.


I specialize in Zoho CRM setup, customization, workflow automation, Zoho One implementation, integrations, forms, dashboards, etc.


What I Can Help You With

Zoho CRM Setup & Customization

  • CRM account and organization setup
  • Leads, Contacts, Accounts & Deals
  • Custom modules and fields
  • Layouts and Canvas Views
  • Sales pipelines
  • Custom views and related lists
  • Email templates
  • User roles, profiles & permissions
  • Data import and organization


Zoho CRM Automation

  • Workflow rules
  • Automated emails and notifications
  • Task automation
  • Field updates
  • Assignment rules
  • Scoring
  • Approval processes
  • Blueprint automation
  • Scheduled actions
  • Custom functions using Deluge


Zoho CRM workflows can automate actions such as notifications, tasks, field updates, webhooks and custom functions based on defined conditions.


Zoho Integrations

  • Zoho Flow
  • Webhooks
  • REST API integrations
  • Third-party application
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setup, customize and automate zoho CRM and zoho one
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setup, customize and automate zoho CRM and zoho one
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setup, customize and automate zoho CRM and zoho onesetup, customize and automate zoho CRM and zoho one

Software:

Zoho

Industry:

Business services & consulting

•

E-Commerce

+1 more

My Portfolio

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