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I run our marketing stack entirely on Zoho and I’m ready to tighten every nut and bolt inside the funnel. The immediate goal is to weave Zoho CRM, Zoho Campaigns and Zoho SalesIQ into one smooth-flowing system that captures, nurtures and converts leads without manual babysitting. Right now several automations exist, but they’re clunky, slow or simply outdated. I need them rebuilt, refactored and extended so we can: • Drive stronger lead generation • Fire precise email-marketing sequences automatically • Maintain real-time customer segmentation that updates itself as prospects move through the funnel You’ll jump straight into live workflows, spot inefficiencies, clean up custom functions and create new rules where gaps appear. Think multi-step journeys, web-to-lead forms that tag contacts correctly, dynamic lists in Campaigns, SalesIQ chat triggers, and crystal-clear reporting dashboards that prove it’s all working. This is ongoing, hourly work. After each round I expect a brief changelog, recommendations for the next iteration and clean version control inside Zoho. If you know the Zoho ecosystem inside out and love squeezing extra ROI out of every automation, let’s get started.
Project ID: 40189958
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Active 2 mos ago
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27 freelancers are bidding on average ₹1,151 INR/hour for this job

As an AI-driven ERP and CRM specialist, I strongly recommend we work together to invigorate your Zoho system. The keen understanding I have of Zoho's ecosystem, combined with my extensive experience with the intricacies of automation will undoubtedly enable you to squeeze every ounce of potentiality from your current setup. With the ability to clean, rebuild, refactor, and extend existing automations within the framework, I bring an unrivaled proficiency to improve lead generation quality with stronger automated email sequence triggers and real-time customer segmentation. Let's turn your Zoho processes into reliable, automated funnels that drive real results.
₹2,500 INR in 40 days
5.9
5.9

Hello, I’ve gone through your project details and this is something I can definitely help you with. With over 10 years of experience in automation and CRM integration, I specialize in optimizing marketing stacks, particularly within the Zoho ecosystem. I understand the importance of a smoothly flowing funnel that not only captures leads but also nurtures them efficiently. Your focus on refining existing automations resonates with my commitment to improve workflows and maximize ROI through innovative solutions. I will assess your current setups, identify inefficiencies, and refactor your automations to ensure they are robust and scalable. My approach includes creating precise email marketing sequences, implementing real-time segmentation, and developing clear reporting dashboards to track performance. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m eager to understand more about your specific requirements and suggest an optimal approach. Could you clarify: 1. What currently frustrates you the most with your existing automations? Let’s discuss over chat!What currently frustrates you the most with your existing automations? Regards, Arpit Jaiswal
₹1,838 INR in 24 days
7.0
7.0

Hello, As a versatile web developer with extensive experience in PHP and working knowledge of the entire Zoho ecosystem, I am very confident that I am the perfect fit for your project. In addition to my broad range of technical skills including website development, design, and AI, I possess a deep understanding of lead generation and SEO. Having worked on numerous web projects, I have developed a keen eye for spotting and rectifying bottlenecks and inefficiencies within automated marketing funnels, making sure they are optimized for maximum ROI. One of my recent clients vouched for my work ethic, reliability, professionalism, and timely delivery - qualities that you can expect me to bring to the table as well. If you hire me today, with my dedication alongside the support of my colleagues who specialize in data entry and other manual tasks, I assure you of fast yet quality results that will enhance your company's profitability. Let’s jump-start this exciting venture!
₹1,000 INR in 40 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
₹1,200 INR in 40 days
5.5
5.5

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
₹1,000 INR in 40 days
5.6
5.6

Hi, I have deep experience with Zoho CRM, Campaigns and SalesIQ and I can rebuild and optimize your existing automations for faster, cleaner lead capture and nurturing. I will refactor workflows, improve tagging and segmentation, and set up clear reporting so you can see real funnel performance. You will get documented changes and clear next-step recommendations after each iteration. If you want a Zoho funnel that runs smoothly and converts better, I am ready to start.
₹1,000 INR in 40 days
4.7
4.7

Hi, We’re a team with 14+ years working on live production systems and are recent Zoho CRM partners. What you’re describing is automation debt: workflows added over time that now conflict, mis-tag leads, slow Campaigns sync, and trigger SalesIQ at the wrong moments. We’ll jump straight into the live setup, audit existing workflows and Deluge functions, then rebuild the funnel so lead capture, segmentation, email journeys, and chat triggers update cleanly and automatically. This suits ongoing hourly work. After each iteration, we’ll share a short changelog and clear recommendations for the next optimisation. Queries: 1. Which Zoho apps are live right now? 2. Any workflows that are business-critical and shouldn’t be touched first? 3. Which funnel stage matters most to improve right now? We can start immediately.
₹1,000 INR in 40 days
4.1
4.1

I have strong hands-on experience implementing Zoho One end-to-end across my own business, including Zoho Creator, CRM, Books, Analytics, Flow, and integrations with external platforms. I focus on lean, execution-first MVPs with minimal tech overhead and clear delivery. And also I am an expertise lies in designing end-to-end automation workflows that combine n8n orchestration with advanced AI models such as OpenAI GPT-4, Claude,Vapi, LLaMA, and other state-of-the-art LLMs, enabling intelligent, context-aware, and scalable business solutions. Sure, I can handle your project on Zoho Funnel & Automation. Kindly please connect in chat to discuss. My latest sample ZOHO project done in Freelancer for your reference : https://www.freelancer.com/projects/zoho-crm/Complete-Zoho-One-CRM-Implementation/reviews
₹1,000 INR in 40 days
4.3
4.3

Hi there, You’re absolutely in the RIGHT PLACE. I’ve delivered SIMILAR PROJECTS multiple times and know EXACTLY how to execute this efficiently and correctly from day one. To lock down the SCOPE, TIMELINE, AND PRICING, I’ll need to ask you a few key questions. Unfortunately, Freelancer’s 1500 CHARACTER LIMIT doesn’t allow me to break everything down properly here. Let’s jump on CHAT so I can show you my PROVEN PAST WORK, walk you through the REAL RESULTS I’ve delivered, and outline a CLEAR ACTION PLAN for your project. You’ll immediately see why my approach is DIFFERENT and EFFECTIVE. If you’re serious about getting this done RIGHT, I’m ready to move forward. Looking forward to CONNECTING and WINNING TOGETHER. Cheers, Mayank B
₹1,000 INR in 40 days
3.2
3.2

Hi, I believe I am the perfect fit for your Zoho Funnel & Automation project. I specialize in harnessing tools like n8n, Make and Zapier to build modern, high-performance web applications and create efficient workflows. My proficiency in the MERN stack and API integrations makes me well-equipped to transform your marketing stack into a smooth-flowing system that captures, nurtures, and converts leads without any manual babysitting. With a focus on improving lead generation, driving automatic email-marketing sequences and real-time customer segmentation, I will not only rebuild and refactor your existing automations but also build new, dynamic workflows where needed. My expertise in SaaS, CRM and email automation coupled with my skills in creating crystal-clear reporting dashboards will allow us to measure our progress every step of the way as well. Let's have a quick chat to discuss your project in details Warm regards Usama
₹1,000 INR in 40 days
2.1
2.1

I can optimize your Zoho CRM, Campaigns, and SalesIQ integration to create a seamless, automated funnel that captures, nurtures, and converts leads without manual intervention. My expertise in refining workflows, cleaning custom functions, and building multi-step journeys ensures a clean, professional, and user-friendly system tailored to your marketing goals. How deeply integrated are your current reporting dashboards with your lead and segmentation workflows? Would you like me to walk you through how I’d structure this? Regards, Alicia.
₹750 INR in 14 days
1.2
1.2

Hi, I understand you need an expert to optimize and streamline your Zoho marketing stack, connecting CRM, Campaigns, and SalesIQ into a smooth, automated lead-to-customer funnel. I have 9+ years of experience implementing, refining, and automating complex CRM and marketing workflows, including Zoho, to drive measurable results. I will review your existing automations, identify inefficiencies, refactor custom functions, and build multi-step journeys that ensure leads are captured, segmented, nurtured, and converted automatically. Web-to-lead forms, dynamic lists, SalesIQ triggers, and automated email sequences will all be optimized, with real-time reporting dashboards so you can track ROI at every stage. Deliverables include fully functioning Zoho workflows, detailed changelogs after each iteration, actionable recommendations, and clean version control inside Zoho to ensure ongoing maintainability. Regards, Muhammad Asad
₹1,200 INR in 40 days
0.0
0.0

╔══════════════════════════════════════════════════════════════════════╗ ║ READY TO OPTIMIZE YOUR ZOHO SYSTEM AND MAXIMIZE ROI. ║ ╚══════════════════════════════════════════════════════════════════════╝ Hello, Thank you for sharing your project details. I’ve gone through your requirements, and I believe I can help streamline and optimize your Zoho CRM, Zoho Campaigns, and Zoho SalesIQ workflows. With strong expertise in Zoho’s ecosystem, I’m ready to rebuild and refine your existing automations to make them faster, more reliable, and effective. Here’s how I can assist: • Automating Lead Generation & Nurturing: Optimize workflows for better lead capture and nurturing with precise email-marketing sequences. • Real-time Segmentation: Create dynamic segmentation to automatically update as prospects move through the funnel. • SalesIQ & Campaigns Integration: Develop multi-step journeys, web-to-lead forms, and effective SalesIQ triggers for smooth lead conversion. You’ll receive: ✔ Regular changelogs and progress updates ✔ Clear version control in Zoho ✔ Data-driven recommendations after each round I’m excited to help tighten your funnel and drive more consistent results. Looking forward to discussing how we can work together. Thank you for considering my proposal! Best
₹1,000 INR in 40 days
0.0
0.0

Hi there! Quick questions: How are leads currently entering Zoho CRM, and which sources matter most for you over the next 3–6 months? Do you already have a defined lifecycle, or should I help formalize that and translate it into CRM fields, workflows, and segments? Which KPIs do you care about most from this work? Are there any “sacred” workflows or integrations that must not be touched initially, even if they’re a bit messy, so we plan around them? **I have built a unified lead funnel on Zoho CRM + Campaigns for a B2B services client, using CRM‑driven segments and behavior‑based journeys to lift email engagement and move leads automatically to sales once they crossed a score threshold. **For your funnel, I'd follow the approach: Audit & refactor existing workflows -> Web‑to‑lead and tagging done right -> Smart, automated email journeys -> Real‑time segmentation & lead scoring -> SalesIQ triggers that actually convert -> Reporting that proves ROI If you can share a quick Loom walkthrough of your current setup or a screenshot of key workflows, I can reply with a concrete first‑pass plan for your account and suggested initial scope. Best, Ishu
₹2,000 INR in 40 days
0.0
0.0

Hi; I’ll optimize your entire Zoho marketing stack, seamlessly integrating CRM, Campaigns, and SalesIQ for smooth, automated lead flow. Existing automations will be reviewed, cleaned up, and refactored to eliminate inefficiencies and outdated processes. I’ll set up precise, multi-step email sequences that trigger automatically based on real-time customer behavior. Dynamic lists, web-to-lead forms, and SalesIQ chat triggers will ensure contacts are tagged and segmented accurately. Reporting dashboards will be built to clearly show lead generation, campaign performance, and funnel movement. Each workflow update will include a brief changelog, recommendations, and version control for transparency. The focus is on driving stronger lead generation, automated nurturing, and continuous ROI improvements. As an experienced Zoho specialist, I’ll maintain, refine, and expand your automations for long-term funnel efficiency. Regards; Yasmeen Ashiq
₹1,150 INR in 40 days
0.0
0.0

2x Certified Zoho Professional | Zoho Consultant & Developer Hi, I’m Saurav Mandal, a Zoho-certified professional with 7+ years of experience in the Zoho ecosystem, specializing in business process automation, customization, and scalable Zoho implementations. I help businesses streamline operations, improve productivity, and maximize ROI through tailored Zoho solutions. Core Expertise:- Zoho Consulting & Implementation API Integrations & Third-Party Connections Configuration & Customization Zoho App Development Data Migration & Data Management User Training & Ongoing Support Zoho Capabilities:- Custom Modules & Custom Fields Canvas & Widgets Blueprints & Process Management Schedules, Workflows & Automations Validations & Advanced Formulas Deluge Scripting Security Controls & Role Management Portals & Channel Setup Reports & Dashboards General System Setup & Administration I focus on delivering reliable, scalable, and user-friendly Zoho solutions aligned with your business goals. Let’s connect and discuss how I can support your project.
₹1,000 INR in 40 days
0.0
0.0

Hello, While I don’t have direct Zoho experience, I have strong full-stack development background using Java Spring Boot with MySQL and solid HTML/CSS expertise. This allows me to adapt quickly to Zoho’s ecosystem, debug workflows, and implement robust automation logic. I can help refactor and extend your Zoho funnel automation to ensure CRM, Campaigns, and SalesIQ work seamlessly together. I will: • Audit existing workflows, spot inefficiencies, and refactor custom functions. • Build multi-step journeys, web-to-lead forms with proper tagging, and dynamic lists in Campaigns. • Configure SalesIQ chat triggers and create clear reporting dashboards. • Provide changelogs, recommendations, and maintain clean version control after each iteration. Timeline: Ongoing hourly work (initial setup/refactor ~3 weeks) Looking forward to working on your project. Best regards, Somee
₹1,000 INR in 40 days
0.0
0.0

Hi, I have been working with Zoho for a long time, mainly Zoho CRM along with Campaigns, SalesIQ, Forms, Analytics, and custom automations. From what I understand, you already have most of the pieces in place, but things have become slow, clunky, or outdated over time. That is a situation I have handled many times before. I usually start by getting into the existing workflows and seeing what’s actually happening in real usage. Then I clean up or rebuild automations that are no longer working well, simplify custom functions, and add new rules where gaps exist. The goal is always to reduce manual work and make the system easier to manage, not more complicated. I have worked on lead funnels where web-to-lead forms, CRM workflows, Campaigns email sequences, and SalesIQ chat triggers all work together without constant manual follow-ups. I also pay a lot of attention to segmentation, so contacts update automatically as they move through different stages, and reports clearly show what is working and what is not. I am comfortable with ongoing, hourly work and regular iterations. After each round, I usually share what was changed, what can be improved next, and any risks I see. If you are looking for someone who knows Zoho well and can clean up and improve an existing setup, I would be happy to discuss this further. Regards, Ashish
₹850 INR in 40 days
0.0
0.0

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