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We are a premium boutique fitness brand (BeatBox Fitness) based in India running Meta (Facebook & Instagram) lead generation campaigns for free trials and memberships. We are looking for an experienced Zoho CRM expert who can set up our CRM end-to-end including lead capture, automation, and WhatsApp integration. Scope of Work: 1. Meta Lead Ads Integration • Connect Facebook & Instagram Lead Forms to Zoho CRM • Auto-create leads in CRM instantly • Map all fields correctly (Name, Phone, Email, Location, Campaign, etc.) 2. Lead Pipeline Setup Create sales pipeline stages: • New Lead • Contacted • Trial Booked • Trial Completed • Membership Closed • Follow-up / Lost 3. Task & Automation Workflows • Auto-assign leads to sales team • Auto-create call tasks • Lead status tracking • Follow-up reminders 4. WhatsApp Integration • Integrate WhatsApp Business API (via WATI / Interakt / Twilio or similar) • Enable WhatsApp messaging inside Zoho • Set auto-reply for new leads • Trial reminders & follow-ups 5. Reports & Dashboard • Lead source tracking • Campaign performance • Conversion reports • Trial vs Membership dashboard 6. Optional (Good to Have) • SMS integration • Email automation • Landing page / form integration
Project ID: 40205890
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Active 3 mos ago
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Hi, I have over four years of experience setting up Zoho CRM end to end for lead-driven businesses, including Meta lead ads, pipelines, automations, and WhatsApp integration. I can connect your Facebook and Instagram forms to Zoho, build your full sales pipeline, automate task assignments and follow-ups, and set up WhatsApp auto replies and trial reminders so your team focuses only on closing. I have done similar CRM builds for fitness and service brands, and I would be happy to walk you through my approach on a quick call and share past work. Let us get BeatBox Fitness running on a smooth, automated sales system.
$200 USD in 8 days
4.8
4.8
66 freelancers are bidding on average $166 USD for this job

As an established and experienced Zoho CRM expert, my skillset aligns perfectly with your project requirements. I have a deep understanding of CRM implementation, automation, and their abilities to scale businesses. What sets me apart, however, is my proficiency in AI integration with ERP and CRM systems - a key factor in successful process automation. Let's talk details over chat/call. Thanks and regards.
$440 USD in 2 days
5.9
5.9

3x Certified Zoho Professional Hey, I am Fateh Singh, with 9-year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Canvas • Widgets • Blueprints • Schedules • Workflows • Validations • Advanced Formula • Deluge • Security Control • Process Management • Automations • Data Administration • General System Setup • Channels Setup • Portals • Reports and Dashboards
$350 USD in 25 days
5.8
5.8

With over 4 years of experience as a Zoho One specialist, I am confident in delivering tailored solutions that align perfectly with your project's needs. My mastery of Zoho One and expertise in customization, integration, and data management assure you of accurate mapping and efficient lead capture from your Facebook and Instagram campaigns. By connecting your Meta Lead Ads to Zoho CRM, I'll make sure leads are auto-generated instantly while maintaining data integrity across all fields. What sets me apart is not only my technical proficiency but also my ability to provide holistic solutions. In addition to setting up the lead pipeline stages you require, I'll also automate task assignments and call creation for your sales team, track lead status, and setup follow-up reminders. Most importantly, ensuring smooth operations within Zoho CRM is my top priority. I'll expertly integrate the WhatsApp Business API into Zoho and configure automatic replies and reminders specific to trials - empowering your team with effective communication tools. To add even more value to your project, my skills extend beyond Zoho CRM. I am adept at leveraging Zapier to connect various applications - meaning any additional SMS messaging or email automation required can be efficiently integrated into your system. Lastly, my commitment to staying up-to-date with the latest industry trends ensures we stay ahead in embracing any additional features that could enhance your business processes.
$299 USD in 7 days
6.0
6.0

I’m Yamini, a Zoho Certified Consultant from India with 10+ years of experience across the full Zoho suite. I specialize in custom automation, integrations, and workflow optimization to help businesses work smarter and faster. Expertise includes: Zoho CRM integration with Creator, Books, Invoice, Reports, Survey, and Sites REST API, Mailchimp, QuickBooks, WhatsCetra integrations Payment gateways: PayPal, Stripe, Converge SMS setup: Twilio, RingCentral, SMS Magic Email setup: Zoho Mail with Gmail & Microsoft 365 Automation Skills: Workflow rules, auto responders, and email templates Custom Deluge scripting and webhook calls Dashboards, scheduled reports, and reminders via email/SMS Why choose me? ✅ Fast and reliable delivery ✅ Deep product knowledge & clear communication ✅ Focus on quality, accuracy, and client satisfaction ✅ Full post-project support for any fixes or fine-tuning While others may underbid, I focus on delivering efficient, error-free solutions that truly fit your business needs. Let’s make your Zoho system work perfectly for you! ? Yamini Zoho Certified Consultant
$250 USD in 3 days
5.8
5.8

⭐⭐⭐⭐⭐ Expert Zoho CRM Setup for Your Fitness Brand's Lead Generation ❇️ Hi My Friend, I hope you are doing well. I’ve reviewed your project needs and see you are looking for a Zoho CRM expert. Look no further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for CRM setups. I will create a complete system for lead capture, automation, and WhatsApp integration, ensuring everything runs smoothly within your budget. ➡️ Why Me? I can easily set up your Zoho CRM from start to finish as I have 5 years of experience in CRM implementation, lead management, and automation workflows. My expertise includes integrating Meta lead ads, creating sales pipelines, and setting up WhatsApp integration. In addition, I have a strong grip on data reporting and dashboard creation, ensuring you have clear insights into your campaigns. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. Looking forward to our conversation! ➡️ Skills & Experience: ✅ Zoho CRM Setup ✅ Meta Lead Ads Integration ✅ Lead Pipeline Management ✅ Automation Workflows ✅ WhatsApp Business API Integration ✅ Task Automation ✅ Data Reporting ✅ Sales Process Mapping ✅ Lead Tracking ✅ CRM Customization ✅ Dashboard Creation ✅ Email Automation Waiting for your response! Best Regards, Zohaib Waiting for your Response!
$150 USD in 2 days
5.5
5.5

Hello, I am really excited about the opportunity to collaborate with you on this project! It aligns perfectly with my skill set and experience, and I’m confident I can contribute meaningfully to your vision. I genuinely enjoy working on projects like this, and I believe we can create something both functional and visually engaging. Please feel free to check out my profile to learn more about my past work and client feedback. I’d love to connect and discuss the project details further your goals, expectations, and any specific features or ideas you have in mind. The more I understand your vision, the better I can bring it to life. I am ready to get started right away and will put my full energy and focus into delivering quality results on time. My goal is not just to complete the project, but to exceed your expectations and build a long-term working relationship. Looking forward to hearing from you soon! With regards! Nikhil
$250 USD in 7 days
4.9
4.9

Hello Dear! I write to introduce myself. I'm Engineer Toriqul Islam. I was born and grew up in Bangladesh. I speak and write in English like native people. I am a B.S.C. Engineer of Computer Science & Engineering. I completed my graduation from Rajshahi University of Engineering & Technology ( RUET). I love to work on Web Design & Development project. Web Design & development: I am a full-stack web developer with more than 10 years of experience. My design Approach is Always Modern and simple, which attracts people towards it. I have built websites for a wide variety of industries. I have worked with a lot of companies and built astonishing websites. All Clients have good reviews about me. Client Satisfaction is my first Priority. Technologies We Use: Custom Websites Development Using ======>Full Stack Development. 1. HTML5 2. CSS3 3. Bootstrap4 4. jQuery 5. JavaScript 6. Angular JS 7. React JS 8. Node JS 9. WordPress 10. PHP 11. Ruby on Rails 12. MYSQL 13. Laravel 14. .Net 15. CodeIgniter 16. React Native 17. SQL / MySQL 18. Mobile app development 19. Python 20. MongoDB What you'll get? • Fully Responsive Website on All Devices • Reusable Components • Quick response • Clean, tested and documented code • Completely met deadlines and requirements • Clear communication You are cordially welcome to discuss your project. Thank You! Best Regards, Toriqul Islam
$100 USD in 4 days
4.5
4.5

With my extensive experience and proven track record in automation and Zoho CRM, I am the perfect fit for your specific project. I have successfully completed over 150 projects, many of which involved web automation and CRM setups. Your project holds a lot of exciting potential for me, and I'm eager to bring that same level of enthusiasm and dedication to your fitness brand. As we delve into the intricacies of this project together, keep in mind that client communication and satisfaction are paramount to me. From your detailed scope of work, I can see how important robust integration is for you; connecting Meta Lead Ads to Zoho CRM, auto-capture leads, mapping fields accurately, creating effective sales pipeline stages, automating tasks efficiently, enabling smooth WhatsApp integration, compiling comprehensive reports- these are all tasks that gel with my specialties and experience. Furthermore, what sets me apart is my commitment to a long-term relationship built on trust. You will work directly with me throughout the duration of the project and beyond. Should the need arise for additional resources or backup personnel, I have a curated network of certified professionals who are ready to support us if required. Let's initiate a conversation about your vision so we can turn it into a reality with precision and excellence!
$140 USD in 7 days
4.5
4.5

Hi! I’m an expert in Zoho CRM with 9+ years of experience setting up end-to-end CRM systems, automating lead workflows, and integrating Meta campaigns for seamless conversions. Here's how I can help: * Connect Facebook & Instagram Lead Ads to Zoho CRM with accurate field mapping * Build a structured sales pipeline from New Lead → Membership Closed * Automate lead assignments, call tasks, follow-ups, and reminders * Integrate WhatsApp Business for auto-replies, trial reminders, and follow-ups * Create dashboards for lead sources, campaign performance, and conversion tracking Do you want me to also set up optional SMS/email automation and landing page integration, or focus strictly on CRM, Meta, and WhatsApp workflows first?
$200 USD in 7 days
4.3
4.3

Hi, I’m an experienced Zoho CRM specialist and can set up your CRM end-to-end for Meta lead generation, automation, and WhatsApp integration. I’ll ensure all Facebook and Instagram leads flow instantly into Zoho with correct field mapping and a clear sales pipeline. I can build smart workflows for lead assignment, follow-ups, reminders, and WhatsApp auto-responses. You’ll also get clean dashboards and reports to track trials, memberships, and campaign performance. I’m ready to discuss the project further. With gratitude and best wishes, Harpreet Singh
$120 USD in 7 days
4.5
4.5

Hi there! Muhammad here, and I'm thrilled to learn more about your project with BeatBox Fitness. Over the years, I've built a strong expertise in automation, CRM, and lead generation – skills that I strongly believe make me the best candidate for the job you've outlined. From the get-go, my main goal has been to be more than just a freelancer for my clients; it's been to be their trusted partner, always ready to go the extra mile for their success – just like your brand! Coming to the specifics of your project, I have hands-on experience with Zoho CRM and Meta (Facebook & Instagram) Lead Ads integration. As part of the process, I ensure seamless lead mapping of critical data points like Name, Phone, Email, Location, Campaign etc., bringing in substantial value to reporting and performance metrics - a crucial aspect for any campaign-centric operation like yours. Lastly, while WhatsApp integration might be a 'Good-to-Have' option for others, it is something I have successfully executed in similar projects before. With WATI/Interakt/Twilio frameworks or similar tools for WhatsApp Business API integration and its subsequent use within Zoho CRM - from auto-reply for new leads to reminders & follow-ups - you can leverage timely communication to drive conversions better. To conclude, my team and I are eager to kickstart this project with you. Let's collaborate! Give me a shout and let's go bananas with (not just) BeatBox Fitness. Counting on the possibility of connecting!
$200 USD in 4 days
3.3
3.3

Hi, I can help you integrate your Facebook and Instagram lead forms with Zoho CRM to ensure seamless lead capture and automation. With over 5 years of experience in CRM setups, I can create a customized pipeline for you, including stages from new lead to membership closed. I’ll set up automation workflows to auto-assign leads to your sales team and integrate WhatsApp for quick communication with prospects. You’ll get comprehensive reports and dashboards to track your campaigns effectively. I’m well-versed in API integrations and will make sure your setup runs smoothly. Let’s discuss how we can optimize your lead generation process further. Best Regards, Priyanka
$250 USD in 3 days
3.1
3.1

Hello I help worked on booked trials and closed memberships using clean, automated CRM systems. Your Meta lead flow -> trial -> membership journey is exactly what Zoho CRM does best when set up properly and that’s where I come in. I’ll configure Zoho CRM end-to-end so every Facebook & Instagram lead is captured instantly, routed to the right sales rep, and followed up without manual effort. Your pipeline will clearly reflect real fitness sales stages from new lead to trial completion to membership closure giving your team visibility and speed. WhatsApp will be tightly integrated so leads receive instant replies, trial reminders, and follow-ups directly from Zoho, reducing drop-offs and improving conversion rates. On top of this, I’ll set up dashboards that show campaign ROI, trial-to-membership ratios, and salesperson performance so decisions are driven by data, not guesswork. The goal is simple: faster responses, higher trial show-ups, and more memberships closed. Questions 1. How many sales reps will be handling leads initially? 2. Do you want WhatsApp messages personalized by location or trainer? 3. Are Meta campaigns split by city or studio location? Happy to discuss the best approach and move forward. Best regards
$140 USD in 7 days
3.0
3.0

Hello, I’m experienced in setting up and optimizing Zoho and CRM to streamline lead management, sales pipelines, and automation. I can handle CRM configuration, workflows, integrations, and reporting to match your business needs. >> I would be happy to connect and discuss your project in detail. Let's have a quick chat or call to talk more about your project.<< Best Regards, Pritpal Kaur V
$100 USD in 7 days
2.8
2.8

When you said you're a premium boutique fitness brand running Meta lead gen campaigns for BeatBox Fitness and need full Zoho CRM setup—Meta integration, pipelines, automations, WhatsApp flows, and dashboards—I've done this exact stack for 3+ fitness/SaaS clients in India. I'll connect your Facebook/Instagram Lead Ads to auto-create leads with all fields mapped (name, phone, location, campaign source), build your 6-stage pipeline (New Lead → Membership Closed), set round-robin assignment + call tasks, integrate WhatsApp Business API for instant replies/trial reminders right in Zoho, and create conversion dashboards tracking Meta source performance. Timeline: Full setup in 5 days—Day 1: Meta + pipeline; Day 3: automations/WhatsApp; Day 5: reports + testing. Just share Zoho login, Meta ad account, and WhatsApp Business number. Ready to plug in and start capturing leads properly—what's your current Zoho setup stage? Nuel
$190.09 USD in 5 days
2.9
2.9

As an automation and CRM specialist with deep experience in the Zoho suite, I'm uniquely qualified to bring value to your BeatBox Fitness brand. Having successfully integrated Facebook and Instagram lead forms to various CRMs, including Zoho, I can seamlessly connect Meta's lead ads and auto-create leads within your CRM for instant follow-ups. By mapping all necessary fields such as name, phone, email, location, and campaign – you can expect a streamlined data flow enabling efficient tracking and reporting. Beyond just connecting the dots, I bring holistic solutions. I'll help you create a clear sales pipeline with stages like 'New Lead,' 'Contacted,' 'Trial Booked,' all the way until 'Membership Closed' and even 'Follow-up/Lost.' Adding to the robustness of this implementation is how using automation workflows, your sales team can be automatically assigned new leads and be prompted with call tasks based on data inputs from your lead forms. Where I see immense synergy is in implementing WhatsApp integration using widely-used APIs such as WATI, Interakt or Twilio. This API will enable seamless contextual conversations at scale giving your leads a more personalized experience. I can set up auto-replies to assist new leads, trial reminders & follow-ups. Additionally offering optional services such as SMS integration, Email automation and Landing Page/Form integration will create a full-circle lead management system.
$200 USD in 7 days
2.6
2.6

Hey , Thank you for sharing the job details. After going through the description, it’s clear you need someone confident with Instagram Ads, Zoho CRM, Lead Generation, CRM, Zoho, Facebook Ads and Automation and can deliver clean, reliable results. That is exactly the kind of work done day to day, so this project is a great fit. Before getting started, there are a few points that would really help shape the best solution for you: Are all the mentioned skills and features mandatory, or is there any flexibility in the tech stack and scope? Is there any existing code, design, or documentation available, or should this be developed completely from scratch? What is your ideal timeline and any hard deadlines for milestones or final delivery? Why work with me? 1. More than 250 major projects completed, including complex, long-term engagements. 2. No negative feedback over the last 5 to 6 years, reflecting consistent quality and reliability. 3. 100+ recent major projects with 5-star reviews, showing that clients are not only satisfied but return with more work. Availability: 9 AM to 9 PM Eastern Time (full‑time freelancer, easy to collaborate and quick to respond). Portfolio: https://www.freelancer.com/u/syeds273 Recent, relevant work samples will be shared privately to protect client confidentiality. Please start the chat so we can finalize the project details, expectations, and the best execution plan. Regards, Syed.
$30 USD in 2 days
2.9
2.9

Hello I can set up your Zoho CRM end-to-end for BeatBox Fitness, ensuring Meta lead ads feed directly into a structured pipeline with automated workflows, task assignments, and follow-ups. I can also integrate WhatsApp Business messaging for instant lead engagement and configure dashboards to track campaign performance, conversions, and trial-to-membership metrics. Optional SMS or email automation can also be added to enhance touchpoints. I focus on clean, reliable CRM setups that save time, improve lead conversion, and give your sales team a smooth workflow. I’d be happy to review your current processes and provide practical recommendations for fast, seamless implementation. Cheers, Hassan Suhail
$199 USD in 7 days
2.6
2.6

Hello, I hope you’re doing well! I’ve reviewed your project and clearly understand your requirements for BeatBox Fitness. I have hands-on experience setting up Zoho CRM systems for fitness and service-based brands, including lead capture from Meta ads, automated follow-ups, and WhatsApp integration. I can build a smooth, end-to-end CRM flow that helps you instantly respond to leads, track every inquiry, and convert more free trials into memberships. My goal is to simplify your process, save your team time, and help BeatBox Fitness grow faster with smart automation and clean data. My skills include: • Zoho CRM automation & workflows • Meta leads CRM integration • WhatsApp API CRM setup • Sales pipeline & reporting Strategies: • Instant lead response system • Automated follow-up sequences • Centralized lead tracking • Conversion-focused CRM workflows Let’s connect and start building your CRM today! Best regards, Prince
$50 USD in 7 days
2.6
2.6

Greetings, I can help BeatBox Fitness set up a full-featured Zoho CRM tailored to your Meta lead generation campaigns, ensuring every lead is captured, tracked, and followed up on efficiently. With end-to-end experience in Zoho CRM, I specialize in lead automation, pipeline management, and messaging integrations, so your sales team can focus on conversions rather than manual tracking. Scope Execution: Meta Lead Ads Integration: Connect Facebook & Instagram forms to Zoho CRM for instant lead creation with correct field mapping (Name, Phone, Email, Location, Campaign). Sales Pipeline Setup: Create clear stages (New Lead → Contacted → Trial Booked → Trial Completed → Membership Closed → Follow-up/Lost) and configure lead assignment rules. Task & Automation Workflows: Auto-assign leads, create call tasks, track lead status, and set follow-up reminders. WhatsApp Integration: Connect via WATI/Interakt/Twilio for messaging inside Zoho, auto-replies for new leads, and trial reminders. Reports & Dashboards: Track lead sources, campaign performance, and conversions, with a clear Trial vs Membership dashboard. Optional Enhancements: SMS, email automation, and landing page/form integration for complete marketing automation. Regards, SA.
$250 USD in 7 days
2.1
2.1

Atlanta, United States
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Member since Oct 29, 2025
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