Zoho jobber

More details: Which custom function in Zoho Books do you want to change? Generate leads in Zoho CRM from Sales Order in Zoho Books What information from the Sales Order should be used to generate leads in Zoho CRM? Several datas that figures in Zoho SalesOrder Which specific data fields from the Zoho Sales Order do you want to include in the lead generation process? This question was skipped

I need a custom function developed within our Zoho CRM system that will streamline our process for managing and following up on contacts. Our primary goal is to automate follow-ups to ensure no potential lead falls through the cracks due to manual handling. Key Requirements: - Develop a custom function or workflow inside Zoho CRM that automatically moves contacts after 1 week from their initial entry into our system. - Upon moving the contact, the custom function should assign the contact to a different team member who hasn't previously dealt with the contact. This ensures fresh eyes and a new approach to every follow-up, maximizing our conversion potential. - The automation should seamlessly integrate within our current setup, ensuring no disruption to our existing wo...

...records via Zoho Books. My expectations are for this individual to dedicate a few hours each week to ensure our accounts are accurate and up-to-date. We use Zoho Books and an integrated bank account with stripe as a payment gateway. We also use WHMCS as a customer management portal for our hosting clients who's invoices and accounts are detailed in there too. Responsibilities: Manage invoices and payments to ensure cash flow. Regularly update and maintain financial transactions in Zoho Books. Payroll for Contractors Reconcile bank statements and transaction records. BAS Payments and ATO Reporting to the Taxation accountant. Provide insights on financial health and suggest improvements. Generate weekly and monthly financial reports. Ideal Skills and Experien...

I'm in immediate need of an administration professional with a working understanding of Zoho CRM. My main priority is having assistance with sales leads; this will involve: - The execution of lead research and prospecting. - Meticulous lead qualification and nurturing. Beyond lead support, this role also includes: - Data entry and organization duties. - Management of my email correspondence. - Scheduling essential appointments. As this position demands seamless integration with my sales methodology, prior experience in supporting sales teams is beneficial. Strong proficiency in Zoho CRM, coupled with effective communication skills, will greatly increase your chances of success in this role. Unfortunately, I won't be able to provide any specific target market...

I need an experienced data migration expert to assist with the transfer of my data from Mailchimp to Zoho. I have approximately between 1,000 - 5,000 email addresses to migrate. Key Data Points: - Email Addresses - Subscriber Preferences - 5 Campaign Templates There are no segmented lists included in the data to be migrated. Ideal Skills: - Experience with both Mailchimp and Zoho - Proficient in data migration techniques - Careful attention to ensuring data integrity during transfer This project requires a comprehensive understanding of data migration between these two platforms to ensure a smooth and error-free transfer. Your careful attention to maintaining data integrity throughout the process will be essential.

Project require to pull the data from ZOHO Books application various table and populate in SQL database and present them into Google looker. Skills: 1. Java script 2. SQL 3. Google looker 4. Google looker analytic is an added advantage as second part of the project is creating various dashboards from ZOHO Books data.

I'm seeking a proficient and experienced professional with considerable knowledge and expertise in Zoho Catalyst, particularly in its integration with Zoho Books. The ideal candidate will be competent in: - Zoho Catalyst's integration capabilities within the Zoho ecosystem - Zoho Books and its functionalities, mainly within expense tracking The key deliverable of this project will be: - Strategically integrating Zoho Catalyst with Zoho Books to facilitate efficient expense tracking Proficiency in the Zoho line of products is crucial for this project alongside an appreciation of expense management basics within the Zoho Books platform. If you can streamline this process and ensure a seamless flow of data for tracki...

Need a subform in Contacts Module to be Sort by one column

I need some assistance in customization on my Zoho CRM, particularly in the areas of workflow automation and email templates. The focus would primarily be on emails and calendar integration within the system. Requirements: - Strong knowledge and experience in Zoho CRM - Expertise in CRM workflow automation, specifically for email and calendar functionalities The ideal person for this job should be efficient and skilled in creating seamless workflow processes within Zoho CRM, with the capability of integrating the email and calendar for a smoother operation. Your task would be to effectively automate emails and calendar features to fine-tune our CRM capabilities.

I'm on the h...handle the web app development. - NodeJS in Zoho Catalyst: Being comfortable with using NodeJS in Zoho Catalyst environment is a must. - Authentication and User Management: You will be tasked to handle the process of identifying and verifying users, roles, access controls, as well as managing sessions. - Database Integration: Seamlessly integrating with our database is crucial as you'll work on data storage solutions. - Third-Party API Integration: You will need to integrate third-party APIs like payment gateways, social media platforms, or cloud services as necessary. Ideal freelancers for this project should demonstrate significant experience in these areas, a deep understanding of asynchronous programming, and previous work with the Zoho...

Szukamy osoby/firmy, a którą nawiążemy stałą współpracę przy szkoleniach i wdrożeniu zoho one, w szczególności campaigns oraz crm. Proszę o ofertę.

I need expert assistance to bolster my email defense mechanisms. My goal is to rapidly integrate top-tier email authentication standards with my Zoho mail to minimize the risk of phishing and spoofing attacks. **Essentials:** - Implement SPF, DKIM, and DMARC protocols. - Expect completion within a week. - Requires basic Zoho configuration. **Skills Needed:** - Proficient in email security protocols. - Experienced with Zoho Suite. - Strong understanding of DNS configurations. Do you have the expertise to tighten my email security without delay? Reach out and let's fortify my Zoho mail system.

I'm currently having critical issues with the integration of both ZoHo and Sharepoint. The problem lies predominantly with data migration, which is preventing proper and efficient operation of the systems. Specific Areas of Concern: - All data types aren't syncing as expected. This includes customer data, product catalogues, sales data and additional adjusted data in SharePoint access. Ideal candidates for this job should have: - Extensive experience and technical skills in ZoHo and Sharepoint Integration - Proficient knowledge in data synchronization processes, particularly data migration - Ability to solve complex software synchronization issues - Quick and effective problem-solving skills Your task will be to identify the root cause of the problem and impl...

I require a proficient Zoho Creator expert for accomplishing several tasks. Job Description: We are currently seeking an experienced Zoho Creator freelancer to assist us in enhancing our order management processes. Our company utilizes Zoho Creator extensively, and while we possess a solid understanding and experience in its application, we require additional expertise to maximize its potential fully. Responsibilities: - Work closely with our team to understand our current order management setup within Zoho Creator. - Provide expert consultation and hands-on assistance in configuring and optimizing our Zoho Creator applications to improve our workflow efficiency. - Assist in developing and implementing new features and functionalities within Zoho...

I'm looking for a specialist to efficiently transition my 7 mailboxes from Zoho Mail to Microsoft 365. Here's what's needed: - Migrate 7 Zoho Mailboxes - Each mailbox size: <10 GB - No additional services (calendars, contacts, tasks) Maximum 4 hours downtime allowed, all the best

I'm in need of a call center solution optimized for marketing VEU free products. This includes: - CRM Integration: Freelancers are allowed to use their own preferred CRM for easy process integration. Systems like Salesforce, HubSpot, or Zoho are most welcome, though any equivalent software can be utilized depending on the specialist's proficiency. - Team Size: The project would ideally suit organizations or groups having 10 to 50 telemarketing agents. This is to ensure a balance between effective customer reach and maintaining quality control. - Product Specific: Knowledge and experience in marketing VEU free products is crucial in understanding potential customers and selling effectively. Experience in same or similar sector would be an advantage. Ideal applicants sho...

I am looking for a skilled technician who can proficiently link and get our bulk email systems running. We are currently using Apollo, Mailgun, and Zoho and accounts have already been created with these providers. Key tasks will include: - Linking the systems: You should have expertise in integrating Apollo, Mailgun and Zoho. - Setting up domains: We own several domains that needs to be properly configured within each system. The ideal candidate will have significant experience working with these specific email service providers. This project's sole aim is to utilize these systems for bulk marketing campaigns. Therefore, you should also have a strong background in creating infrastructures for large-scale email campaigns. Thanks in advance for your bids, I look forward ...

I need a top-notch Shopify e-commerce website, tailored to drive sales. The ideal freelancer for this project should possess the following: - Proven expertise in Shopify platform development - Experience with integrating payment gateways like PayPal and Stripe - Knowledge of implementing inventory management tools, specifically QuickBooks or Zoho Inventory - Ability to connect shipping services (FedEx, UPS) with Shopify - Strong understanding of e-commerce best practices - Excellent communication skills and attention to detail I'm looking forward to seeing a strategic approach that will make my e-commerce website stand out in a crowded market. The end product should be user-friendly, feature a sleek design, and support my business's scaling potential. If you have a portf...

I need a seasoned ZOHO CRM expert to assist in fine-tuning my CRM. The scope of this project includes: - Creating customized fields within the CRM. - Automating key workflow processes for improved functionality. - Seamlessly integrating with the Wondersoft App. The ideal applicant will possess demonstrated experience in ZOHO CRM customization, workflow automation and third-party app integration, specifically Wondersoft. The swift and efficiency completion of this project is essential, as I am keen on implementing these changes immediately.

...to boost our revenue. Responsibilities include: - Identifying potential clients in Healthcare, Education, Retail, and other industries. - Knowledgeably promoting Zoho CRM, Zoho Books, Zoho Projects, and more. - Creating a pipeline to enhance our company's revenue stream. Ideal candidate should have: - Proven experience in client acquisition. - Excellent communication and negotiation skills. - Ability to work independently and deliver results. Benefits: Flexible working hours and location. For per client you will get $20 plus 10% of total project cost as a commission. Opportunity to work with a dynamic and growing team in the Zoho Apps domain. Potential for ongoing collaboration on future projects. If you have a successful track record in sales or cus...

I need an experienced Zoho and Wix expert to integrate the two platforms, specifically syncing input data from our referral partners. The primary goal is to have our referral vendors submit customers in a form through the Wix website member page that efficiently imports into my Zoho CRM. As the ideal candidate for this project: - You should demonstrate proficiency in both platforms and have a clear understanding of API integrations. - Prior experience with customer acquisition data migration is highly desired. - You should have a problem-solving mindset to ensure smooth data synchronization. - Knowing the best practices for CRM data management is highly beneficial. The accuracy of this data integration from Wix to Zoho CRM is critical to the project's success...

I'm currently in search of an experienced Zoho flow expert to establish a high-quality integration between our Zoho CRM and WordPress website. The crucial aspect of this integration is focussed on the seamless syncing of data from a custom module. Here are the project requirements: Key Tasks: - Establish a reliable connection between the Zoho CRM and my WordPress website through Zoho flow. - Successfully configure CRM data synchronization, particularly from our custom module. Important Project Dates: The project turnaround time is immediate, as I require this completed ASAP. Ideal Freelancer: - Proficiency and proven experience in Zoho CRM and Zoho Flow is a must. - Familiarity with WordPress. - Excellent problem-solving skills. - Able ...

...PDF invoices into Zoho Books, ensuring each is categorized by expense type. The invoices are all in English, which should streamline the process, but attention to detail is a must to avoid misclassification. **Responsibilities:** - Input 200 digital invoices (PDF format) into Zoho Books - Categorize each invoice by expense type accurately - Verify that all entries are error-free and correctly classified **Ideal Candidate:** - Proficiency with Zoho Books software - Experience with data entry and invoice management - Strong organizational skills and a keen eye for detail - Ability to categorize expenses accurately - Fluent in English with excellent comprehension skills I'm relying on your expertise to keep my bookkeeping spotless. If you have a strong track re...

...or graphics that represent the recruitment process. Attract top talent: Implement strong candidate-centric features that allow us to effectively source, engage, and manage high-caliber candidates. Showcase services and expertise: Clearly communicate our service offerings, target industries, and value proposition to potential clients. Streamline operational efficiency: Integrate seamlessly with ZOHO recruit our existing Applicant Tracking System (ATS) – Code shall be provided. Generate leads and inquiries: Encourage visitors to contact us for specific services or job opportunities. Link of our old website figma design can be found here just for the purpose of content. The content needs to be updated somewhat.

I'm looking for a skilled developer to create a custom script for our Zoho CRM. This script should automatically update a specific field in our customer records — the 'last interaction' field — whenever the following interactions take place: - A meeting is scheduled. - An estimate is sent. - An invoice is issued. To achieve this, I will need you to possess the following skills and experience: - Proficiency in Zoho CRM's API and scripting. - Strong background in automation within CRM platforms. - Ability to write clean, maintainable code. - Experience with the triggers and workflows in Zoho. - Excellent problem-solving skills. The successful implementation of this script is crucial for maintaining up-to-date customer interaction recor...

I'm seeking an experienced developer to create a comprehensive funnel system using FunnelKit in conjunction with Zoho CRM. Key Requirements: - **Lead Generation Form**: Capture leads with fields for name, email, and phone number. - **Google Maps Integration**: Allow users to easily search their address within the form. - **Zoho CRM Integration**: Ensure all captured lead data is accurately fed into my Zoho CRM. - **Electric Utility Database**: Seamlessly integrate with a national database of electric providers within the form. Ideal Experience: - Proficiency in FunnelKit and funnel design - Strong understanding of Zoho CRM integration - Experience with Google Maps APIs - Familiarity with database management & integration - Integration with opensolar e...

I'm seeking a WordPress and Slider Revolution expert with profici...Revolution. Experience in these aspects is vital. - Edit 3 Slider Revolution Custom Thumbs e.g. Change Radius and Hover Effects - Create a page with design example I provide (We are using Wordpress BeTheme) - Create 4 - 7 simple sliders with Text - Change Wordpress buttons to Gradient - Create 2 Additional Contact Forms (CF7) - Create 1 Sign-up Form. I will provide the design concept. - Create 1 Zoho Chat Button - Modify exiting button and borders of a page to Gradient. - + Some small edits here & there. - Carrying out custom code implementation on the WordPress website, thereby requiring advanced coding skills. Overall, looking for someone with technical expertise in WordPress, Slider Revolution, Animat...

Extract data from multiple PDF file and combine it into Excel so that it can be uploaded to ZOHO CRM

I'm in need of a freelancer with expertise in Zoho CRM to assist in setting up and customizing a new CRM system for my small but growing team. Here's what I'm looking for: - **CRM Setup**: Create a Zoho CRM account and ensure it's fully functional for a team of less than 5. - **Customization**: Tailor fields and modules to fit our business processes and workflow requirements. - **Software Integration**: Seamlessly integrate Zoho CRM with our existing software ecosystem to ensure smooth data flow and efficient operation. **Essential Skills and Experience:** - Proven expertise in Zoho CRM setup and customization - Strong experience with CRM integrations - Excellent communication and problem-solving skills - Attention to detail, especially in ...

More details: What are the specific features or functionalities you would like to have in your Zoho Books implementation? Sales and invoicing,Bank reconciliation How many users will need access to the Zoho Books implementation? Less than 5 Do you require customizations to the standard sales invoices and reports? Minor adjustments needed

...appointments, and meetings. Email Correspondence: Handle and respond to emails on behalf of the CEO, ensuring timely and effective communication. Travel Arrangements: Organize travel plans, accommodation, and itineraries as needed. Document Management: Assist in the creation, formatting, and editing of agreements, working documents, and presentations. Zoho Platform Expertise: Proficient in using Zoho CRM, Writer, Show, Sheet, and other relevant Zoho tools for efficient document management and collaboration. Microsoft Office Suite: Skilled in working with Microsoft Word, Excel, and PowerPoint for various documentation and presentation needs. Google Workspace: Familiarity with Google Docs, Sheets, and Slides for collaborative work. Task Prioritization: Assist in prior...

I am looking for some help with setting up and integrating Zoho Inventory, an inventory management solution. Specifically, I need assistance with the inventory management feature, as well as help with automation and integrating dash board, connect with other external applications. This is an important project for our business, and it is crucial that we find the right freelancer to get the job done right. So if you have the necessary experience and expertise, and you’re ready to help us reach our goals, please reach out and let’s discuss how we can work together!

I'm searching for a knowledgeable Zoho Developer to enhance my operational efficiency with a tailored workflow solution. Here's what this project entails: - **Custom Workflows Development:** - Creation of workflows with basic conditional logic. - Workflows need to be adaptable for various scenarios. - **Integration Proficiency:** - Seamless linking with Zoho Creator. - Potential expansion to integrate with other Zoho apps or external APIs. - **System Optimization:** - Aimed at increasing the automation within my processes. - Ensure system reliability and performance. **Perfect Fit Qualities:** - Experience with Zoho workflow creation. - Familiarity with Zoho Creator and its API. - Strong understanding of workflow conditional logi...

...illustrations or graphics that represent the recruitment process. Attract top talent: Implement strong candidate-centric features that allow us to effectively source, engage, and manage high-caliber candidates. Showcase services and expertise: Clearly communicate our service offerings, target industries, and value proposition to potential clients. Streamline operational efficiency: Integrate seamlessly with ZOHO recruit our existing Applicant Tracking System (ATS) – Code shall be provided. Generate leads and inquiries: Encourage visitors to contact us for specific services or job opportunities. Link of our old website figma design can be found here just for the purpose of content. The content needs to be updated somewhat.

...illustrations or graphics that represent the recruitment process. Attract top talent: Implement strong candidate-centric features that allow us to effectively source, engage, and manage high-caliber candidates. Showcase services and expertise: Clearly communicate our service offerings, target industries, and value proposition to potential clients. Streamline operational efficiency: Integrate seamlessly with ZOHO recruit our existing Applicant Tracking System (ATS) – Code shall be provided. Generate leads and inquiries: Encourage visitors to contact us for specific services or job opportunities. Link of our old website figma design can be found here just for the purpose of content. The content needs to be updated somewhat.

I'm looking for an expert to configure and enhance our existing Zoho inventory system. We have a multi-client business model, with several unique types of clients. Notably, while Group A clients have full access, Group B is limited to a small selection of 5 products. Key Project Aspects: - Varied Product Accessibility: We need a system to limit the products available to each client group. - Client Differentiation: Their access should be determined by the type and range of products they can see and order. we need to have a website like woo-commerce to import the products from zoho inventory and publish it on that website so clients can log in and order, all clients must log in to see the products and be able to order. website has to be very simple, just one page that ...

...illustrations or graphics that represent the recruitment process. Attract top talent: Implement strong candidate-centric features that allow us to effectively source, engage, and manage high-caliber candidates. Showcase services and expertise: Clearly communicate our service offerings, target industries, and value proposition to potential clients. Streamline operational efficiency: Integrate seamlessly with ZOHO recruit our existing Applicant Tracking System (ATS) – Code shall be provided. Generate leads and inquiries: Encourage visitors to contact us for specific services or job opportunities. Link of our old website figma design can be found here just for the purpose of content. The content needs to be updated somewhat.

Sto cercando un libero professionista con una profonda esperienza in Zoho CRM che mi aiuti con: - Adattamento delle funzionalità predefinite per adattarle ai miei processi aziendali. - Impostazione dell'automazione avanzata per semplificare i flussi di lavoro. Le competenze ideali dovrebbero includere: - Conoscenza approfondita delle funzionalità di Zoho CRM. - Esperienza nella creazione di campi personalizzati, layout e automazione del flusso di lavoro. - Capacità di sviluppare soluzioni intuitive che ottimizzano l'efficienza del CRM. Sequenza temporale: - Scadenza flessibile, focalizzata sulla qualità e precisione e collaborazione continuativa

We need a bulk email sending tool expert someone like at Mailchimp or Zoho or any equivalent for our bulk email campaign for our business website promotion We only need the set up by the expert The person must have exceptional skills of sing these tools Bids are invited! Many thanks

Meeting workflow is already added successfully.

...Tracked: Lead generation form submissions on our landing page Attribution Date along with forms data and storage in ZOHO CRM Create customer journey providing single source of truth about the user. Optimization Goals: - Enhanced retargeting for Google & Facebook ads - Comprehensive user journey analytics Capture Method Consultation: - Best approach to obtain user attribution data (source/medium) - Tailored integration advice (possibly involving URL parameters, Google Tag Manager, Zoho CRM) Channels in Focus: - Google Ads - Facebook Ads - Organic Search - Direct Traffic - Referral Sources - Email Campaigns - Whatsapp Messages Your Skillset Should Include: - Proficiency in Zoho CRM and its integration capabilities - Strong understanding of Google Tag Man...

We need a bulk email sending tool expert someone like at Mailchimp or Zoho or any equivalent for our bulk email campaign for our business website promotion We only need the set up by the expert The person must have exceptional skills of sing these tools Bids are invited! Many thanks!

We are a Start Up Electrical Company. Using Zoho one. We would like a bookkeeper/ Business Admins To helps us keep our books in order. Entering Expenses, Sales into our accounting Software ( Zoho Books) This is a startup and we do not have lots of transactions yet, I want to hear from you if you have contractor bookkeeping / Accounting experience. Send me what you charge and what's included in the package and what you know about Canadian Taxes in B.C ( British Columbia)

Hello All, We need someone very good at email marketing tools and applications like Zoho, MailChimp and etc. (not limite to them). We need our 3500 email data of martial arts coaches and fitness coaches to be sent with our website joining offers with real benefis of offering their services via our platform. We need a regular check up of the email capmaign running. We need timely emails to keep our receivers engaged with us through our email campaign. We need to convince the fitness coaches as much as we can with our content and timely engagements. Bids are invited for such a work. Many thanks in advance.

1. Finalising contract, track signature 2. User dashboard and long term tenant invoices and management 3. Email invoices, and invoice cancellations 4. Lead cleaning up old CRM data and fields and automations 5. Zoho Desk sync 6. Deals automations -> update the link in Suggested Improvements -> instead of as a pdf can we send it as a website link to view online? -> Add Delay to send the Offer Details email -> Deal value * duration = total contract value -> Duration = years * 12 -> Estimated earnings - quote = deal value

...an IT specialist versed in Zoho People to develop and setup a comprehensive system for my small business. This platform is crucial for managing various aspects of my business, and hence I want it to have certain features as follows: - Attendance Tracking: The system needs to accurately track attendance of each employee. - Employee Self-Service: The employees should be able to manage and update their personal details, apply for time offs, report attendance and many practices independently. - Performance Management: The tool should provide tracking and analysis of each employee's productivity. It is worth noting that our company does not have any existing system to integrate with Zoho People. The suitable candidate would have previous experience setting up Zoho...

We are a Start Up Electrical Company. Using Zoho one. We would like a bookkeeper/ Business Admins To helps us keep our books in order. Entering Expenses, Sales into our accounting Software ( Zoho Books) This is a startup and we do not have lots of transactions yet, I want to hear from you if you have contractor bookkeeping / Accounting experience. Send me what you charge and what's included in the package and what you know about Canadian Taxes in B.C ( British Columbia)

I'm seeking a skilled software developer who can create a plug-in that will link Zoho to Noon Marketplace. Key Tasks: - Establish a firm link between Zoho and Noon Marketplace via a plug-in. - Ensure the plug-in facilitates inventory synchronization. Ideal Candidate: - Should possess a solid understanding of Zoho plug-ins development. - Must have previous experience in integrating marketplaces through plug-ins. - Familiarity with Noon marketplace operations is an added advantage. Please detail your qualifications and prior work relevant to this project in your bid. Your ability to accomplish the key tasks with precision is paramount.

I'm seeking an expert to finesse my lead management workflow. Here's what you'll help me achieve: - Automate contact search in Apollo upon Calendly booking notification. - Enrich and synchronize contact details (Name, Email, Phone, Company, Job title, LinkedIn URL) from Apollo to Hubspot. - Create corresponding contact entries in Zoho Bigin with the enriched information. Ideal Candidate Skills: - Proficiency with Calendly, , Hubspot, and Zoho Bigin APIs. - Experience in CRM automation and data synchronization. - Ability to write clean, efficient code for integration tasks. Project Requiremets: - Establish API connectivity between platforms. - Ensure data integrity and error handling. - Deliver a streamlined, automated lead management system. By collaboratin...

We are a Start Up Electrical Company. Using Zoho one. We would like a bookkeeper/ Business Admins To helps us keep our books in order. Entering Expenses, Sales into our accounting Software ( Zoho Books) This is a startup and we do have have lots of transactions yet, or steady business. I want to hear from you if you have contractor bookkeeping experience.