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I will build and automate zoho CRM, zoho one, and zoho books
Joshua B
About this gig
Need a cleaner Zoho CRM system that saves time and keeps your leads organized?
I will set up and automate your Zoho CRM, Zoho One, or Zoho Books workflow so your business can manage leads, contacts, deals, tasks, and follow-up more efficiently.
I can help with Zoho CRM setup, pipeline stages, custom fields, tags, lead capture, workflow automation, email actions, task notifications, Zoho Books connections, Zoho Mail organization, and selected CRM integrations. I can also help connect relevant tools such as Google Workspace or QuickBooks when the required access and connection details are available.
This gig is suitable for consultants, coaches, agencies, service businesses, and growing teams that need a practical Zoho system without unnecessary complexity.
What you can order
Zoho CRM account and pipeline setup
Zoho One workflow organization
Zoho Books and CRM process connections
Lead assignment, tagging, task creation, and follow-up workflows
Zoho Mail, Google Workspace, or QuickBooks integration support
Basic testing and handover guidance
Please contact me before ordering if you need advanced Deluge development, a full data migration or a large Zoho One implementation.
Get to know Joshua B
Joshua B
CRM Automation and Integration Specialist
- FromNigeria
- Member sinceAug 2026
- Avg. response time1 hour
Languages
English, French, Spanish
Joshua B is a CRM Automation and Integration Specialist helping businesses organize their systems and automate repetitive workflows. I work with GoHighLevel, HubSpot, Zoho CRM, Zoho One, Make.com, and Zapier. My services include CRM setup, data migration, pipeline configuration, lead capture, email and SMS automation, appointment workflows, and integrations. Message me to discuss your business process and automation needs.
My Portfolio
FAQ
Can you set up Zoho CRM from the beginning?
Yes. I can organize the basic CRM structure, pipeline, fields, tags, and agreed workflows within the selected package scope.
Do you work with Zoho One?
Yes. I can help connect and organize the Zoho One applications needed for your agreed business process.
Can you help with Zoho Books?
Yes. Zoho Books support can include basic process setup or a CRM connection when it is included in the selected package.
Can you automate lead follow-up?
Yes. I can configure workflow actions such as lead assignment, task creation, notifications, tagging, and email actions according to your process.
Do you support Zoho Mail and Google Workspace?
Yes, when the requested setup is within the available account permissions and the connection details are provided.
Do you write Deluge scripts?
Basic scripting may be possible for a suitable project. Contact me before ordering if you require advanced Deluge development or a custom Zoho application.
