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Zoho CRM Integration Consultation on other Zoho One applications. Possibly integration via API or Webhook Setup

$50-500 USD

Closed
Posted almost 6 years ago

$50-500 USD

Paid on delivery
I am very familiar with ZOHO One & Zoho CRM and the applications we currently are using for our Email & Marketing Automation process now. I am the Super Admin for our account so I can give access to the right individual upon request. This is not a difficult consult for the right person, but it will require that you have experience with Zoho One or the following Zoho Apps integrating together and be able to provide proof of that before I accept your offer. I also will require mandatory "Screen Sharing Session(s)" along with live conversation via voice connection to walk me thru the integration process (from where I'm at now which is pretty far along) with Q&A regarding reporting and notifications into CRM. (I've been the Super Admin with much experience in custom ORG setup for SalesForce, ACT!, InsideSales and have extensive customization experience in Zoho but very little automation & API integration experience. The GOOD NEWS IS: that which I call "mandatory" for my job request is all Zoho to Zoho native integration and workflows) This the broad overview of what's required for my first consult job from you. ********************************* MANDATORY REQUIRED OUTCOME *********************************** NOTE: this is NOT A NEW SETUP - Zoho Campaigns: List import logic, field mapping logic explanation, two-way data sync with CRM/Survey/SalesIQ, reporting setup & management explained in my use case. - Zoho CRM: use data fields from Standard LEADS module to use with already connected integration via ZSC Key - Campaigns/Surveys/SalesIQ integrations. Creating custom views for specific lead actions taken from mass emails and Surveys completed via email only (no web surveys). - Zoho Surveys: explanation of how this ties back to reporting from Campaigns/SalesIQ/CRM lead custom view. - Zoho SalesIQ: Work with me on existing API connection to Campaigns and CRM and Landing Page on Wordpress to understand better "Live Chat" and the "Visits" page reporting in CRM. - Zoho Reports: use case and to understand if it's applicable for my specific use with the above items. _______________ NON-MANDATORY BUT WOULD BE EXTREMELY HELPFUL_______________ --- ScheduleOnce Zapier Integration (or Zoho API or even WEBHOOK integration) to PUSH date/time and other data from ScheduleOnce data capture during scheduling, rescheduling, and cancelations of bookings. --- A MAJOR BONUS would be if you have a extensive knowledge of what can and cannot be done on the corresponding Zoho iOS apps. ________________________________ FINAL THOUGHTS _______________________________ I need someone who is native to the US english language and grammar ONLY. This is solely because I need to be able to clearly understand your verbal communication and proper use of the English grammar due to the job being 100% coaching/teaching/consulting (whatever you want to call it). I am very technical savvy, I just don't want to waste any time or money on disconnect due to lack of my only spoken and read language. This job needs to be executed ASAP once accepted. Initially I will require you send some sort of questions to get specific details that will help you quote the time needed for you to complete my requirements. We can either discuss them on an initial voice or web call which would be a 5-15 minute call to get clarification should you need. Alternatively I can also send you screencast video links of my CRM setup, if needed as to specific areas within CRM or the other Apps to answer any clarifications for you to give a proper quote. Upon completion of this job there may be an ongoing offer that I'd be willing to make around being our Zoho integration & automation remote support (which I'm heavily considering now). Please READ this entire posting BEFORE you reply. I don't have time in my busy schedule to waste with auto bids of any sort. Proven Zoho experience or Zoho certifications will be required prior to approval. Thank you very much, Travis
Project ID: 16676960

About the project

4 proposals
Remote project
Active 6 yrs ago

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4 freelancers are bidding on average $479 USD for this job
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Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have five years of extensive experience in Zoho Products. I have done customization, automation and integration in all Zoho Products as follows: Zoho Creator, Zoho CRM, Zoho Books, Zoho Invoices, Zoho Projects, Zoho Survey, Zoho Sites, Zoho Reports, Zoho Mail, Zoho Campaigns, Zoho Forms, Zoho Projects, Zoho Support and Zoho People. Customization: I have customized the Zoho Products as per the requirements and deliver the best design quality and enhance the existing system with my knowledge. Integration: 1.     Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites 2.     Zoho Creator with all Zoho Product Apps. 3.     Zoho Reports Integration 4.     Zoho Creator/CRM with Mail chimp. 5.     Zoho Creator with QuickBooks Online. 6.     Zoho Creator with Payment Gateway like PayPal, Stripe and Converge gateways. 7.     Integration as per company requirements using third part application like Zapier and etc, 8.     External API Calls 9.     Integration with RingCentral, Twillio and other phone based integrations. 10.                         Integration with Zoho Mail like Gmail, MS Office 365 and other MS office Setup. Automation: 1.     Workflow rules, Auto responders, Email Templates Creation. 2.     Follow Up Task,Alerts,Custom functions 3.     Automatic Rules, Reminder Setup, Notification via Email and SMS. 4.     Dashboard Creation, Scheduled Reports with multiple formats. 5.     Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things.  ·        I work extremely fast. ·        I have a great knowledge on Deluge scripting and Integration. ·        I can ensure quality communication in regards to the project. ·        I'm passionate towards the work. ·        I will complete the work as much as earlier and will do my best effort.  ·        I will deliver the work on time with 100% quality. Support: I will give support for 24X7 for any kind of bugs/fixes. This states that I will be more attentive during the project and post production support.   Thank you and I look forward to the opportunity to work with you  Thanks  Yamini Zoho Certified Consultant
$555 USD in 5 days
4.6 (28 reviews)
5.3
5.3
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My experience and skills in Zoho ONE a) Certified Developer I’m officially Zoho certified developer in Z CRM, Zoho CRM PLUS, Zoho ONE, and Z Creator, Zoho Books, Zoho Mail, Zoho Campaigns. Would you like to see my certifications? I ‘m more than happy to show b) Experience I’ve extensive experience with Zoho and other Zoho apps. I did 60 Zoho CRM implementations in last 2 years. c) Integrations and Add-ons Zoho CRM integrates with lot of apps including app for: - VoIP (Skype, Twillio, Ringio, Asterix) - Email marketing (Zoho Campaigns, Mailchimp) - Accounting (Zoho Books) - Project management (Zoho Projects) - Cloud storage (Dropbox, Google Drive, Zoho Docs) - Customer helpdesk and support (Zoho Support) - Surveys (Zoho Survey) - Business intelligence and reporting ( Zoho Reports) I ll suggest, based on your needs, what integrations your business can make use of. d) Customization Zoho offers deep customization horizontally and vertically. e) Email Integration Zoho CRM can integrate with your custom domain based email so that you can read/reply/associate emails with leads/contacts/potentials inside Zoho CRM. We can use either POP or IMAP settings for integrating email with Zoho CRM. f) Training I ll train your users on Zoho CRM using: - skype sessions - webinars - video tutorials g) User Access Control Zoho CRM lets you control who can access what modules and what fields inside those provisioned modules. Then we can further restrict which user can delete
$500 USD in 10 days
5.0 (2 reviews)
3.4
3.4
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Hi Travis, This is my pleasure to send a proposal in order build zoho API webhook. I have been working on CRM for more than one and a half year, and always ready to face new challenges in development. I'm really excited to work with you, Thanks, Sujeet
$555 USD in 15 days
0.0 (0 reviews)
0.0
0.0
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Interested and have experience on integration
$305 USD in 10 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Trussville, United States
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Member since Nov 14, 2017

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