Zoho jobber

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.

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.

Cerchiamo persona che ci possa assistere nell'utilizzo di zoho campaign. Solo, ripeto SOLO persone residenti in Italia o di lingua madre italiana.

I'm seeking assistance to enhance efficiency within my Zoho CRM. Here are the specifics: - Automate weekly follow-up tasks - Set up triggered email communications Ideal Skillset: - Proficiency in Zoho CRM - Experience with workflow automation - Knowledge of email marketing integration Goals and Tasks: - Create a set of tasks under a campaign for a contact - Immediate creation of follow-up tasks upon contact actions. - Automatic sending of emails on a weekly basis to designated contacts. Key Qualities: - Detail-oriented - Proven track record with Zoho automation - Timeliness and reliability If you have the expertise to set this up, your skills could greatly contribute to streamlining my client engagement process.

My team is looking for a software developer to create mobile forms using Zoho that will be integrated with our existing Zoho CRM system. The forms should have data collection and photo capture capabilities. Additionally, we need these forms to be both responsive and able to work offline. We believe this will create a great opportunity to save time for our customers when filling out our forms. We are confident in finding the right person to realize this project.

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.

We are on the lookout for a skilled hashtag#ZohoBooks expert to conduct 3-4 training sessions for our dynamic accounts team. Our focus is on elevating our bookkeeping game and mastering compliance sheet management through Zoho Books. What we're looking for: - Practical insights on Zoho Books functionalities. - Best practices for efficient bookkeeping. - Compliance sheet management tips and tricks. Details: - 3-4 sessions tailored for hands-on learning. - Your proposed agenda and topics. - Your availability.

I'm in urgent need of a Zoho expert for: - Customizing my Zoho CRM with new modules. - The modules should manage support tickets, track project milestones, and organize sales leads. Ideal Candidate Should Have: - Proven experience with Zoho CRM customization. - Skills in Zoho Creator for app development. - Ability to integrate CRM with third-party apps. - Creative problem-solving for CRM solutions. - Attention to detail for a seamless integration process. Looking forward to transforming my CRM system to better suit our unique business processes with your expertise!

I'm currently experiencing an API connect error in Zoho CRM while trying to authenticate using REST API . The issue exists solely within Zoho, without interference from any third-party applications. Here's specifically what I need help with: • Diagnosing the root cause of the Zoho CRM API connect error. • Proposing a solution to fix the API connectivity error. • Implementing the solution, ensuring smooth and successful updating of contact information. The ideal freelancers for this job would have: • Extensive experience with Zoho CRM • Strong knowledge of API troubleshooting • Excellent problem-solving capabilities. Demonstrated success in previous Zoho CRM API error resolution will be highly advantageous.

Scope of Work: The freelancer will be responsible for: Collecting advertising content: * Identify and gather text posts, images, videos, stories, reels, and any other formats used by major digital platforms (e.g., Upwork, Fiverr, Freshbooks, Zoho Invoice) to market their invoicing solutions. * Focus on content from official channels like websites, social media profiles, YouTube channels, and blog posts. * Utilize social listening tools, industry resources, and advanced techniques like competitor analysis and web archiving to uncover a diverse range of content. Organizing and categorizing content: * Label content with relevant keywords, platforms, target audiences, and campaign types for easy retrieval and analysis. * Develop a system for categorizing and s...

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.

I'm in need of an experienced CRM data migration specialist. My project involves transferring data from Zoho CRM to Microsoft Dynamics CRM. Here's what you need to know about the task: - Data Type: The data is mostly simple structured data. Though no specifics on the data type have been provided, it's best to anticipate the migration of contacts, accounts, and leads. Skills and Experience Required: - Proven experience with CRM data migration, especially between Zoho and Microsoft Dynamics - A keen eye for detail to ensure no data is lost or wrongly migrated during the process - Strong problem-solving skills to be able to tackle any unforeseen issues that might arise during the migration. In your bid, make sure to include details regarding your relevant exp...

...Deals using default functionality of the Zoho CRM - After converting a lead into the deal, Abe will change the deal stage to “Artwork” – Current functionality of artwork is to create a project into the Zoho Projects but we will change it. Once Abe will click on the Artwork we will auto create a record into the Projects module (Zoho Creator) and also we will store the creator project link into the Zoho CRM ( will create a custom field into the Zoho CRM to store the project link so that by clicking on the link Abe will redirect into the Zoho Creator) and then Abe will upload the doc into the project and also will make his comment. Creator, Books and Inventory usages:- – After uploading the doc, automatically a no...

...functionality of my Zoho Inventory application, specifically focusing on managing our warehouse operation. I intend to optimise my processes to increase efficiency in the following areas: - Vendor Management: Improving communication and partnerships with suppliers, ensuring price competitiveness, and establishing efficient vendor onboarding processes. - Receipt and Recording of Orders: Accurate and real-time recording of all purchase orders to enhance visibility and improve tracking. - Creation and Management of Purchase Orders: Enhance the system to generate, track, and manage purchase orders seamlessly to minimize lead times and maintain adequate stock levels. - Invoicing and shipping The ideal freelancer for this job should possess substantial experience with Zoho Inv...

I'm in search of a senior developer adept at Zoho integration and API development to join my project. Though there's no strict timeline, the ability to work efficiently and maintain a steady pace is essential. While the specifics of functionalities aren't defined yet, expect to engage with various aspects: Key Responsibilities: - Zoho integration - Familiar in working with Zapier - API development - Agile Work culture Ideal skills: - Proficiency in Zoho, Zapier platform - Experience with API development Requirements: - Well Experienced in similar projects and implementing pipelines. Looking forward to working with someone who can own these responsibilities and help guide this project to success.

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.

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.

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.

Currently, I am working on creating a website through Zoho Sites, and there is a step for domain authentication involving adding a CNAME in DNS and changing the www value. However, the current server does not allow changing the www, so I need a suggestion for another server and transferring the domain to the new server. It is essential that this server supports the .sa extension since our domain is .sa.

I'm seeking an expert in Zoho Projects for an optimization project. The focus will be on integrating task management and project templates into my existing Zoho Projects environment to streamline my project management process. An ideal candidate will have: - In-depth experience with Zoho Projects, particularly with task management and project template features. - Strong user-interface design skills. I favor a simplified and minimalist approach, so I'll need an interface that's clean, intuitive, and easy to navigate. - A keen understanding of project management workflows, as the aim here is to make my team's project management process more efficient. This project will entail a detailed review of my current Zoho Projects setup, followed by th...

...highly skilled Bubble developer capable of creating a sophisticated client dashboard. The design has been created in Uizard and needs to reflect accurately in Bubble. The dashboard will connect with Zoho to accurately fetch and display specific elements: - Client information - Sales data These data should be presented in charts and graphs format to facilitate easy comprehension. Additionally, the dashboard should have filtering and sorting capabilities such as: - Date range filter for data - Category filter - A robust search bar for easy retrieval of data A detailed understanding of Bubble and Zoho integrations along with a knack for data visualization are crucial for completing this project successfully. You should be able to translate UI designs into functional, user...