I will zoho CRM and zoho suite setup, customization and automation


About this gig
I'll set up, customize, and automate Zoho CRM and Zoho Suite so it fits how your business actually runs instead of you bending your process around the defaults.
What I can do:
- Zoho CRM setup: modules, fields, layouts, pipelines, roles & permissions
- Workflow automation: workflows, Blueprints, custom functions (Deluge)
- Connect Zoho apps together (CRM, Books, Desk, Creator, Inventory) with Zoho Flow
- Integrate Zoho with external tools via API
- Data import, migration and cleanup
- Fix or extend an existing Zoho setup
Tell me what you're trying to achieve before ordering and I'll map it to the right Zoho features with a realistic timeline.
Get to know Ulises Candela
I'm a software engineer with a multidisciplinary background
- FromMexico
- Member sinceDec 2020
- Avg. response time1 day
Languages
English, Spanish
Other Software Development Services I Offer
FAQ
Will customizing Zoho mess up my existing data?
No. I work carefully, test changes first, and confirm with you before anything touches live records.
Do you write custom functions in Deluge?
Yes, for automation that the standard workflows and Blueprints can't handle on their own.
Can you connect Zoho to my other tools?
Yes. Zoho-to-Zoho through Zoho Flow, and external apps through API integrations.
