Search Results for: Zoho Creator

Zoho CRM Expert Needed to Finalize Payment Tracking System for Leases and Loans (Including Automation) Description: We are seeking an experienced Zoho CRM consultant to review and finalize a custom-built CRM system designed to track payments related to lease and loan agreements. The foundational modules and lookup relationships have been created. We now need a professional to properly structure ca...

Job Type: Hourly

Automated Workflow System Configuration Object-Relational Mapping Zoho CRM Web Development CRM Software Customer Relationship Management Automation Zoho Creator

Project Overview We need an experienced ZOHO CRM developer to implement a comprehensive client touchpoint tracking system. The system should create a pipeline for both new and renewed customers, allowing us to monitor all interactions throughout the customer journey. Required Functionality Pipeline Setup Create a dedicated pipeline in ZOHO CRM for customer touchpoint tracking Configure separate en...

Job Type: Hourly: $30.00 - $90.00

Zoho CRM Zoho Creator

We are seeking an experienced ZOHO CRM expert to develop a customized CRM program that will facilitate the automatic sending of maintenance reminder emails to our clients. The ideal candidate should have a strong background in ZOHO configurations and automation tools to ensure seamless integration and functionality. If you are knowledgeable about ZOHO's capabilities and can deliver a reliable solu...

Job Type: Fixed price

Email Campaign Setup Zoho CRM Automation Customer Relationship Management Zoho Creator

Link new modules with current contact module and sync data from contacts module to the newly created areas.

Job Type: Hourly

Zoho CRM Zoho Creator

We are seeking an experienced Zoho technology and configuration professional to provide expertise and advisory services for optimizing our Zoho CRM system. The focus will be on enhancing lead flow, managing contacts effectively, automating campaigns, and setting up comprehensive analytics, use of AI, and automation. The ideal candidate will possess a deep understanding of Zoho CRM functionalities ...

Job Type: Hourly: $50.00 - $100.00

Marketing Automation Zoho Platform Software Integration Zoho CRM Zoho Creator Zoho Analytics

We are a small consulting firm looking to implement Zoho and need a someone to help us integrate Zoho with our QuickBooks, Tracking Time, and HubSpot applications. We will most likely use Zoho CRM, Zoho Creator, Zoho Contracts, and Zoho Analytics. We would also like to build custom dashboards within Zoho from these sources. The following is a list of key calculations and metrics we would like to b...

Job Type: Hourly: $47.00 - $100.00

API Development Automation Zoho Creator Zoho CRM Analytics Zoho Analytics Zapier API Integration Data Extraction API Data Cleaning Data Modeling

We are looking for an experienced freelancer to assist in migrating our business from SuiteDash to Zoho. The ideal candidate should have a strong understanding of both platforms to ensure a seamless transition. Responsibilities include data transfer, setting up necessary integrations, and configuring Zoho to match our existing workflows. Attention to detail and excellent problem-solving skills are...

Job Type: Hourly

Data Entry Zoho CRM Zoho Creator Customer Relationship Management WordPress

Only apply to this job if you can start working it today. Needs done in next 48 hours. Will take you 10-20 hours to complete. Job Title: Zoho Trainer Central – Course Upload & Organization Project Overview: I’m looking for a freelancer experienced with Zoho products to help transform 11 existing Word documents into a structured, engaging 3-day beginner training course. The course will focus on...

Job Type: Fixed price

Zoho Creator Zoho CRM Word Processing

I need an automation that triggers every time an estimate is created in zoho books. I need it to create a folder in Zoho Workdrive, with the estimate number and customer name, and then I need to fetch the items in the estimate, find the custom field attachment within every item in that estimate a upload them to the workdrive folder through an invokeURL command for the pdf file. In practical terms,...

Job Type: Hourly

CRM Software ERP Software Zoho CRM Zoho Books Zoho Analytics Zoho Creator Zoho Desk Zoho PageSense Zoho Projects Zoho Recruit Zoho Platform Zoho Sprints Zoho Survey Client Management Finance & Accounting

We are seeking a skilled mobile app developer with expertise in Zoho Creator to design and develop a custom mobile application tailored to our business needs. The ideal candidate will have a strong understanding of Zoho Creator's capabilities and experience in integrating it with other platforms. You will be responsible for creating user-friendly interfaces and ensuring seamless functionality acro...

Job Type: Hourly: $15.00 - $30.00

Mobile App Development iOS Zoho Creator Android JavaScript User Profile Creation User Authentication API