p
paulsmith097

Paul Smith

@paulsmith097
5.0(15)

Zoho Setup, Workflow Automation and Business Integrations

United States
English, German, French, Spanish
About me
I'm Paul, and i help businesses organize their Zoho systems through practical setup, workflow automation, and app integration. My work includes Zoho CRM pipelines, fields, reports, Zoho Books configuration, Forms-to-CRM connections, Zoho Flow, and selected Zoho One apps. I focus on clear scope, careful testing, and a handover your team can follow. Tell me which apps you use, what is slowing your process down, and what outcome you need. I’ll help identify a practical setup before work begins.... Read more

Skills

p
paulsmith097
Paul Smith
Offline • 
Average response time: 3 hours

See my services

CRM Management
I will set up zoho one, zoho crm, zoho books, apps, workflows and business integrations
5.0(6)
CRM & ERP Development
I will be your salesforce expert for CRM, lightning, apex, flows, cpq and integration
5.0(1)

Portfolio

15 Reviews
5.0

(15)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
1-5 out of 15 Reviews
Sort By
Most relevant
    L

    lucaswest5

    US

    United States

    5

    Excellent work fixing the VAT issues in my Zoho Books account. The seller identified the incorrect tax assignments, corrected the affected invoices, and made sure everything was properly checked. Very knowledgeable and professional.

    $50

    Price

    3 days

    Duration

    gig

    CRM Management

    Helpful?
    Yes
    No
    W

    westly_cur

    US

    United States

    5

    Great work! My Zoho Books workflow was getting messy, especially with approvals and user permissions. Everything was reorganized properly, the automation was set up, and the team roles were adjusted exactly as needed. Very professional and easy to work with. Highly recommend.

    $50

    Price

    4 days

    Duration

    gig

    CRM Management

    Helpful?
    Yes
    No
    M

    margaret02345

    US

    United States

    5

    Paul understood what I needed and set up the lead automation according to the requirements. Communication was clear and the delivery was straightforward. Good work and easy to work with.

    $50

    Price

    4 days

    Duration

    gig

    CRM & ERP Development

    Helpful?
    Yes
    No
    J

    james_pros1

    US

    United States

    Ongoing collaboration
    5

    Great experience working with this seller. They fixed the payment issues, checked the customer balances, and explained what was corrected. Communication was smooth and delivery was exactly as requested.

    $50

    Price

    2 days

    Duration

    gig

    CRM Management

    Helpful?
    Yes
    No
    V

    victor_westy

    US

    United States

    Ongoing collaboration
    5

    Very professional and knowledgeable with Zoho Books. The setup was exactly what I needed, and the seller delivered everything as agreed. Highly recommended

    $50

    Price

    3 days

    Duration

    gig

    CRM Management

    Helpful?
    Yes
    No