Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup zoho CRM, zoho one books, inventory, campaigns, analytics, flow automation
About this Gig
Are your Zoho apps handling sales, accounting, inventory, and marketing separately?
I will set up Zoho CRM, Zoho One, Zoho Books, Zoho Inventory, Zoho Campaigns, Zoho Analytics, and Zoho Flow with connected workflows for sales, finance, inventory, marketing, and reporting.
I can configure CRM fields, sales pipelines, Books records, Inventory workflows, Campaigns, Flow automations, Analytics dashboards, API connections, and data transfers across your Zoho system.
Here's what my service includes:
- Zoho CRM setup
- Zoho One setup
- Zoho Books
- Zoho Inventory
- Zoho Campaigns
- Zoho Analytics
- Zoho Flow
- CRM workflows
- Sales automation
- Inventory sync
- Email campaigns
- Data mapping
- API integration
- Reporting
- Testing
Platforms I work with:
Zoho CRM · Zoho One · Zoho Books · Zoho Inventory · Zoho Campaigns · Zoho Analytics · Zoho Flow · Zoho Creator · Zoho Forms · Zoho Social · Zoho Desk · Google Sheets · Excel · QuickBooks · Xero · Shopify · WooCommerce · Zapier · Make · Slack
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
Zoho
My Portfolio
FAQ
My Zoho sales, accounting, and inventory apps are disconnected.
I connect Zoho CRM, Books, Inventory, Campaigns, Analytics, and Flow so customer, sales, product, financial, marketing, and reporting data can move between the right applications while automated workflows handle repetitive business processes.
I need Zoho for sales, inventory, and accounting.
This service is ideal for ecommerce businesses, distributors, service companies, agencies, wholesalers, retailers, and growing teams that use Zoho CRM, Books, Inventory, and Campaigns and need their business data connected
I need several Zoho apps working together.
The Premium package covers Zoho CRM, One, Books, Inventory, Campaigns, Analytics, and Flow with advanced cross-app workflows, API connections, dashboards, reporting, documentation, testing, and post-delivery support.
Sales and inventory data need automatic synchronization.
I can configure workflows that connect customer records, sales information, products, inventory data, and business actions between Zoho CRM, Books, Inventory, and Flow, including field mapping, triggers, conditions, notifications, and testing.
I need reports across my Zoho business data.
I can connect Zoho Analytics with your Zoho applications and create reports for sales, customers, inventory, campaigns, revenue, and other business metrics. The dashboard structure can reflect the information your team needs to monitor regularly.
