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Fiverr Pro
English
$
USD
I will setup and customize zoho CRM zoho flow automation and zoho deluge scripting
Stop Losing Leads, Get a CRM Built to Convert
I specialize in CRM automation for small and independently owned businesses, working with GoHighLevel, HubSpot, Salesforce, Pipedrive, Monday Sales CRM, SugarCRM, Insightly CRM, Zoho crm and many more...
About this Gig
Is your Zoho CRM half-configured while leads slip through the cracks?
I turn Zoho into a working sales system, not software that sits unused. I handle Zoho CRM setup, customization, and automation so your pipeline reflects how your team sells.
What you get:
- Zoho CRM setup - modules, fields, layouts, and pipeline stages for your process
- Zoho CRM customization - custom fields and blueprints for your workflow
- Zoho CRM automation - workflow rules and Zoho Flow automation for follow-ups
- Zoho CRM integration - connecting Zoho CRM with your website, forms, and apps
- Zoho Creator and Zoho One setup - custom apps inside a connected system
- Zoho Books integration - linking invoicing and accounting to your CRM
- Zoho CRM migration - moving data safely from spreadsheets or another CRM
- Zoho Deluge and Deluge script - custom functions and Zoho CRM API logic
Starting from scratch or fixing a half-working setup, I build systems that save time and stop leads slipping through. I ask the right questions and build a Zoho CRM around your business.
Message me today, so I can scope your project and recommend the right package.
Software:
Zoho
Industry:
Beauty & cosmetics
•
Nonprofit
•
Real estate
FAQ
Can you migrate my data from Excel or another CRM into Zoho CRM without losing history?
Yes. I map your existing fields to Zoho CRM modules and import contacts, deals, and activity history so nothing is lost in the move.
Can you build custom Deluge scripts for logic that standard workflows can't handle?
Yes. Deluge (Zoho's scripting language) lets me write custom functions for conditional logic, calculations, and actions that basic workflow rules can't perform.
Can you connect Zoho CRM to my website or lead forms using the Zoho CRM API?
Yes. I use the Zoho CRM API to push form submissions and website leads directly into CRM in real time, no manual entry needed.
Can you fix a Zoho CRM setup that's already partially configured or broken?
Yes. I audit the existing setup first, then rebuild or repair the modules, fields, and automations that aren't working correctly.
Do you build custom modules and blueprints inside Zoho CRM?
Yes. I create custom modules for data specific to your business, and blueprints to guide your team through a defined sales or approval process.
Can you set up Zoho Flow automation between Zoho CRM and other apps?
Yes. Zoho Flow connects Zoho CRM to hundreds of Zoho and third-party apps so data moves automatically between systems.
Can you integrate Zoho Books with Zoho CRM for invoicing?
Yes. I link Zoho Books to CRM so quotes, invoices, and payment status stay visible directly on the deal record.
Do you build custom Zoho Creator apps as part of a Zoho One setup?
Yes. I build Zoho Creator apps for workflows Zoho's standard apps don't cover, and connect them into your wider Zoho One system.
Can you set up multi-currency, multi-user roles, and permission profiles?
Yes. I configure roles, profiles, and sharing rules so each team member only sees and edits what they should, and set up multi-currency if you sell internationally.
Do you provide documentation after the automation is set up?
Yes. I provide a short walkthrough document or video covering the modules and automations built, so your team can maintain them.
