Zoho jobs

Our Zoho Commerce subscription is active, Zoho Books already holds our catalog, and Zoho Payments is live. I now need an experienced Zoho Commerce developer who can take us from “almost ready” to “fully launched” without delay. Here’s the flow I have in mind. You begin by selecting a clean, B2B-oriented template that suits our LED display components line, then tailor its color scheme, layout, and typography to match the Lumina Display Systems brand. While that’s happening you’ll configure every store‐side detail—products, categories, GST rules, shipping options, and an intuitive checkout—so nothing is left to chance on launch day. Real-time inventory syncing with Zoho Books is non-negotiable; we rely...

...to include the cross-application requirements for CRM, Projects, and Creator, while maintaining the focus on accurate financial reporting: --- **Project Title:** Zoho Ecosystem Expert Needed: Books Financials, CRM, Projects & Creator Setup **Description:** I use the Zoho ecosystem daily and need a knowledgeable freelancer to refine our cross-application data flow and Financial Reporting. My ultimate goal is to quickly understand cash flow, project profitability, and tax-ready figures directly within the system, without exporting data to spreadsheets or manually reconciling between apps. **What I expect you to handle:** * **Zoho Books Financial Reports:** Configure and customize the Profit & Loss, Balance Sheet, Cash Flow, and customer-level profitabilit...

My Zoho Books file is current on invoicing, yet the bank side still needs work. I have 1–2 bank accounts whose past transactions must be brought into full balance. Your task is to go through each unreconciled line, match it with the corresponding entry in Zoho Books, flag or correct any discrepancies, and leave every statement fully reconciled up to today. You will be working only on reconciliation—no invoice creation or expense categorisation is required. All statements and any missing supporting documents can be provided as PDF or CSV. Deliverables • All past transactions for the specified accounts marked “Reconciled” in Zoho Books, with balances matching published bank statements. • A brief summary noting any adjustments, un...

Senior Zoho One Implementation & Automation Specialist – Full Business Systems Rollout (E-Commerce, Distribution & Legal Advisory) We are seeking a highly experienced and commercially astute Zoho One implementation specialist, consultant or agency to lead the full architecture, deployment, automation, optimisation and ongoing management of Zoho One across two related UK businesses: 1. A fragrance distribution and e-commerce operation selling across: * Amazon FBA / FBM * eBay * Direct-to-consumer website * Wholesale / B2B channels 2. A UK legal advisory and consultancy business operating a modern, technology-led client onboarding and consultancy model. This is NOT a basic CRM setup project. We require an expert-level Zoho One professional capa...

I'm looking for an experienced Zoho specialist to assist with setting up Zoho Projects and Zoho CRM at my manufacturing firm. Key requirements: - Implement task and milestone tracking - Set up sales and service tracking Ideal skills and experience: - Proven expertise in Zoho Projects and Zoho CRM - Strong background in project management software - Ability to provide examples of past successful implementations Please include your past work in your application.

...believe will achieve that figure consistently, but I expect a documented strategy outlining how you will: • build and maintain a qualified partner pipeline across the three focus regions; • compress onboarding time while maintaining partner satisfaction; • set up clear performance checkpoints that keep each alliance on track; • report progress in the CRM of your choice (Salesforce, HubSpot, Zoho CRM, or another system you swear by). Deliverables I will use to gauge success 1. A 90-day strategic partnership plan with monthly revenue forecasts. 2. A live CRM dashboard that tracks outreach, onboarding status, and closed revenue. 3. Monthly written updates showing at least USD 200 k in new partner revenue and how you intend to sustain or grow that f...

I’m ready to bring our school operations fully onto Zoho and need someone who can translate our day-to-day academic routines into clean, automated workflows. The immediate priority is a robust class-scheduling module that lets us assign teachers, rooms, and time slots in minutes—not hours—while avoiding clashes and instantly updating everyone’s calendars. Alongside scheduling, I also want to shore up three student-management areas: streamlining online enrollment, tightening daily attendance tracking, and automating grade reporting so parents and students receive timely updates without manual exports. If you know your way around Zoho Creator, Flow, CRM, and Books (for fee links), you’ll feel right at home here. Deliverables I’m expecting &...

I am seeking an experienced Android developer to create an app similar toDocument Scanner PDF Creator or Zoho Scan. The ideal candidate will be one who has already created similar scanner app and have published in android playstore. don't look at project cost there is much to gain

Build Voice Agent System with Livekit and Grok Voice (xAI) I want to finish building 2 voice agents using Livekit and Grok Voice Speech to Speech. I already have the xAI API, a paid Livekit Ship subscription, and Zoho One. I prefer to use as much of the Livekit Builder tools as possible so I can make changes easily later without needing code. Everything should stay inside Livekit/Xai/Zoho as much as possible. I don't want to wire in extra software unless it's absolutely necessary. Inbound calls will come from my main business phone number (currently on Zoho Voice). The system needs to be fully bilingual English and Spanish. Calls should be recorded, and mentioned at the very beginning of the call. The greeting should play in both languages, then the agent d...

I run our sales data through One Zoho (Zoho CRM plus Zoho Analytics) and now need a clean Excel extract of every deal so I can push it straight into Claude for deeper analysis. Here’s exactly what I must receive: • Deal name and amount • Deal owner with all related contact information • Every associated product line item, one row per item where possible Please pull the data directly from Zoho CRM or Zoho Analytics—whichever gives the most complete, up-to-date dataset—and deliver it as an .xlsx file. If there’s an efficient way to schedule or automate future exports, feel free to include a brief note or script so I can rerun the process without starting from scratch each time. You’ll need solid ex...

...client management. Main features I am looking for include: * Private client login for each customer * Individual client portals/dashboard * Booking or appointment scheduling pages * Client messaging system (chat and/or email integration) * Calendar integration * File and photo uploads * Invoice viewing and document storage * Secure document sharing * Customer support integration using Zoho (embedded Zoho support form/ticket system) * Admin controls that allow me to manage and customize each client’s portal * Ability to modify portal features and layout based on each client’s specific needs * Mobile-friendly design * Clean and professional UI I need the ability to: * Upload documents, photos, and resources for clients * Organize information per client * Mana...

I have a ZOHO Creator Portal, which already has customers. Customers can already create accounts and login. Customers can already create projects. All new steps to be recorded in ZOHO CRM. Next step is to allow admin and “freelancers”, who are users assigned to projects, to bill customers by projects. Admin will bill the customer for projects as described in the attachment doc. Immediate start only. Budget non negotiable.

...have built, ideally in regulated industries. Confirmation of SOC 2 build experience with examples. Your recommended tech stack with reasoning. Estimated timeline for Phase 1. Proposed milestone breakdown. If you believe the budget requires a reduced MVP, explain what you would include and what you would defer. Any questions about scope or our existing tech stack (we use Zoho CRM, Zoho Mail, Zoom Phone, and Zoho WorkDrive as our backend systems)....

I want to consolidate the way we book bills and issue invoices by introducing an ERP module focused solely on accounting and finan...invoices raised in the ERP appear in the legacy system within minutes, balanced and allocated to the right GL codes. – Bills booked in the ERP replicate the Excel sheets we use today, but post straight through to the supplier ledger. – A brief hand-off guide and screen-share walkthrough demonstrate the end-to-end flow. If you have hands-on experience with tools like Odoo, Dolibarr, ERPNext, Zoho Books or similar—especially when you have already wired them into another accounting package—let me know. Strong SQL-ETL or API scripting skills will help, but whatever stack you favour, reliability and clarity in the financial post...

My customer data lives in Zoho CRM and my performance metrics live in Excel; I need them talking to each other seamlessly. Your job is to set up or refine Zoho CRM so that every customer-management touchpoint is captured cleanly, then build Excel models that turn that raw data into clear financial analysis and interactive dashboards. Here’s what I would like to walk away with: • A tidy Zoho CRM instance: custom fields, pipelines and views that mirror the way I actually serve customers. • A reliable data flow into Excel—whether that’s a scheduled export, Zoho Analytics connector, or an API script—so updates happen without manual copy-paste. • Excel workbooks that calculate key financial ratios, track revenue against tar...

Project Description I have built a referral/affiliate management application in Zoho Creator. Current modules: • Leads Form • Minters Form (Affiliate Users) • Student Dashboard • Portal Users Current Issue When a lead is submitted, a workflow should: 1. Find the Minter record using Referral Code 2. Increase Total Sales by +1 3. Add commission amount to Total Earnings 4. Update Rank automatically 5. Payment must be verified by the admin than only will add to the account of minter. 6. Minter can see the reward open at every stage However: • Record lookup works successfully • Workflow executes successfully when only reading data • Error occurs when updating fields in Minters form • Portal shows: "Error occurred please contact appli...

Project Description I have built a referral/affiliate management application in Zoho Creator. Current modules: • Leads Form • Minters Form (Affiliate Users) • Student Dashboard • Portal Users Current Issue When a lead is submitted, a workflow should: 1. Find the Minter record using Referral Code 2. Increase Total Sales by +1 3. Add commission amount to Total Earnings 4. Update Rank automatically 5. Payment must be verified by the admin than only will add to the account of minter. 6. Minter can see the reward open at every stage However: • Record lookup works successfully • Workflow executes successfully when only reading data • Error occurs when updating fields in Minters form • Portal shows: "Error occurred please contact appli...

I am looking for an Australian-based Zoho pro for services related to Zoho Books, from setting up accounts to generating reports as an end-to-end solution for small businesses requiring Accounting & Bookkeeping support, HR Support, Financial Management Support. I am from TehriHills Consulting Services LLC, a US based research-oriented consulting company and intending to expand into Financial and Accounting Consulting in the US Australia and Europe. As we begin to work, the first job would be to set up the chart of accounts so GST and BAS reporting flow through cleanly, then build the key automations—recurring invoices, payment reminders, and bank-feed rules—so I’m not touching every transaction by hand. Once that’s running, I’ll need custom d...

I need Zoho CRM configured from scratch for my digital services agency so I can capture, nurture, and convert B2C leads without bouncing between multiple tools. Core requirements • Build a clean B2C-focused lead module, including custom fields that mirror the data I already collect from inquiry forms and Facebook/Instagram Lead Ads. • Design a practical lead scoring model that highlights hottest prospects at a glance. • Automate follow-up emails, task reminders, and status updates so every contact is touched on schedule, even when the team is busy. • Map out a visual pipeline and tracking dashboards that show movement through each sales stage in real time. • Connect the CRM to my social media platforms (primarily Facebook and Instagram) so new l...

...Maintain accurate spreadsheets and databases - Categorize accounts by market, region, industry, or project type - Support sales team with CRM data accuracy - Assist with email/contact list preparation for marketing campaigns - Perform data entry and administrative support tasks as needed --- ## Preferred Experience - Experience with CRM platforms such as: - - HubSpot - Salesforce - Zoho - Pipedrive - Strong Excel or Google Sheets skills - Experience handling large customer datasets - High attention to detail and accuracy - Strong communication skills - Ability to work independently and meet deadlines --- ## Bonus Skills - Experience in construction, multifamily housing, or renovation industries - Knowledge of lead generation and contact database management - Experi...

...Ensure SEO-friendly imports Automation preferred where possible. # 3. Integrations Required ## Accounting Software Integration Website must integrate with accounting/inventory software such as: * Xero * MYOB Integration requirements: * Orders sync * Customer sync * Invoice sync * Stock sync * Pricing sync Purchase Order sync Freelancer to recommend best setup. ## Zoho CRM Integration Full integration with: * zoho crm Requirements: * Lead capture * Customer sync * Quote requests * Sales pipeline integration * Automated workflows * Email automation capability * Customer segmentation # 4. SEO & Performance Website must be built with: * Technical SEO best practices * Optimised category structure * Schema markup * Fast Core Web Vitals * Image optimisation * ...

...end-to-end execution of: Cash Flow Statements: Preparation of accurate, audit-ready statements based on current financial data. Liquidity Analysis: Identifying trends, variance, and cash position insights to assist in management decision-making. System Integration: Utilizing Zoho Books to extract and verify transactional data. Reporting: Presenting findings in a professional, executive-level PowerPoint presentation. Required Technical Skills & Qualifications: Zoho Books Mastery: You must be highly proficient in Zoho Books with a deep understanding of its reporting modules. Advanced Excel: Mastery of advanced functions and data visualization to track and report cash movements. Financial Acumen: Strong background as a Chartered Accountant or seasoned Finan...

The goal is to connect Zoho CRM so that every piece of customer information—name, email, tags, custom fields—syncs flawlessly with Zoho Campaigns in real time. Once the data bridge is stable, I want a promotional-email automation that rolls out to contacts on a weekly schedule without any manual exporting or list juggling. I already have both Zoho CRM and Zoho Campaigns live; what’s missing is the seamless data flow and a polished automation journey. The workflow should: • Sync new and updated customer records instantly between the two apps, including opt-out status. • Segment contacts inside Campaigns based on CRM fields (e.g., lead source, recent purchase) so the right promo reaches the right audience. • Trigger a weekly ...

I already have a Zoho Creator portal with basic customer functions like create account and login. Now I want customers to create and manage their own projects in the portal. When someone logs in, they should be able to click “New Project,” fill out a streamlined form and, once they submit, see the record instantly in a dashboard while the relevant people receive notifications. From there I will expand the solution, so a clean, well-structured foundation is critical. Please read attachment for full details. Budget non negotiable.

...Naturally operates with a "see a need, handle it" mindset to resolve operational challenges autonomously. - Preferred Experience: Past experience in executive/founder support, operations, or project management. Experience working within events, membership organizations, startups, or professional services (finance, consulting, M&A) is a major plus. Familiarity with prominent CRM platforms (such as Zoho, HubSpot, Salesforce, etc.) is highly valued. What Our Client Offers - Flexible remote work structure with a predictable operational cadence. - Direct access to the Founder and core leadership in a high-trust environment. - Meaningful ownership, autonomy, and valuable exposure to top-tier CEOs, investors, and M&A professionals. - Concrete opportunities to ...

My current Zoho Sites it feels dated and doesn’t reflect the polished, contemporary image I want to project. I’m ready for a complete redesign—front-to-back—built directly inside Zoho Sites (and, where helpful, Zoho Commerce components) with an end goal of a clean, modern and sleek informational website. Scope • Re-envision the overall layout, navigation flow, and page hierarchy. • Custom-style every template element to match a minimal, high-contrast aesthetic—think generous white space, crisp typography, subtle animations. • Ensure full responsiveness across desktop, tablet, and mobile devices without breaking the Zoho framework. • Configure on-brand forms, blog, and any Zoho Commerce pages I may add la...

...have Zoho CRM Standard already subscribed. We have not configured it. We do not have a sales playbook, ICP definition, lead qualification criteria, follow-up cadence, or nurture content. We are starting from zero on process. We are looking for a sales consultant or RevOps specialist (individual or small team) to either: Option A — Strategy only: Design the complete follow-up playbook — ICP for each channel, lead qualification framework (hot/warm/cold), stage definitions, automated cadence (Day 1 WhatsApp, Day 3 email, Day 7 call, etc.), content briefs for each touchpoint, handoff rules, dead-lead criteria, and KPIs. Deliverable: a documented playbook we can hand to any implementer. Expected duration: 2–4 weeks. Option B — Strategy + implementation: Everyth...

...consultation bookings straight into Zoho CRM, always keeping the original acquisition source intact rather than the conversion tool. Once in Zoho, these fields have to remain usable for future reporting on SEO performance, referral traffic, paid campaigns and overall ROI. The build has to be solid enough for executives to trust the numbers, yet light enough to maintain easily. I’m open to the technical approach—JavaScript listeners, hidden UTM fields, GTM, server-side calls, Zoho APIs—whatever delivers reliable, source-accurate records. Deliverables • Tracking logic and tags added to Gravity Forms and Acuity that store first- and last-touch data for every visitor • Automated mapping so those data points populate the correct custom f...

We need a Zoho Developer/Architect to build a custom Post-Quote Deal Control, Follow-up Enforcement, and Compliance System. The system will automatically bridge Zoho Books and Zoho Creator to track sent quotations , enforce a structured follow-up cadence , and calculate process compliance scores for our sales team. The core philosophies, data fields, and workflow flowcharts are already fully documented and ready for development. Core Modules to Build: 1. Automated Trigger: Create a Deal Record in Zoho Creator instantly when an Estimate in Zoho Books is set to “Sent”. 2. Readiness Control Block: A gatekeeper logic that halts the process if critical commercial data (like a Target Date) is missing. 3. Intelligent Cadence & Escalation Engin...

...resolve common customer inquiries on the first call • Securely schedule service calls on the technician calendar • Send automated appointment reminders by SMS The system also has to pass conversation data—caller name, issue, time slot chosen, and call recording—into each client’s existing CRM. I work with shops that run everything from proprietary databases to popular tools like Salesforce, Zoho, and HubSpot, so please design the integration layer to map easily to any of them; if middleware or custom webhooks are needed, outline that in your plan. Deliverables I expect: 1. A working AI call-flow built in Retell AI, fully trained on HVAC-specific FAQs and troubleshooting prompts 2. Automated scenarios (or equivalent) that handle calendar boo...

I run an Overseas compliance firm serving clients in the United States and the United Kingdom. I’m looking for a driven Business Development Representative who ca...Clear activity logs: call notes, email metrics, and social engagement screenshots or CRM exports. • Smooth hand-offs—detailed prospect background and next-step recommendations—so I can convert quickly. • At least one signed client in the first 45 days (baseline target; higher numbers raise your payout fast). Helpful tools Feel free to leverage the platforms you know best—HubSpot, Salesforce, Zoho, Mailchimp, Apollo, or native LinkedIn Sales Navigator. I only ask that data is exportable for verification. If you thrive on uncapped commission and can demonstrate past wins in US/UK t...

...compliance for retail and service-based businesses. GSTR-1 & GSTR-3B filing Input Tax Credit reconciliation GST working preparation Outcome: Ensured timely filing and avoided late penalties. 3. Bookkeeping & Bank Reconciliation Project: Maintained day-to-day bookkeeping for a startup company. Sales & purchase entries Ledger maintenance Bank reconciliation Vendor payment tracking Tools Used: Zoho Books, Microsoft Excel Outcome: Improved accuracy in financial records and reduced accounting errors. 4. Payroll Processing Project Project: Processed employee payroll for a company with 25+ employees. Salary computation PF & ESI calculations Payslip generation Attendance reconciliation Outcome: Streamlined monthly payroll operations and ensured compliance. 5. ...

...email outreach. The goal is a single, well-structured CRM connected to an automated email engine that nurtures new leads, tracks every opportunity, and keeps past customers engaged without manual effort. Here’s what I need from you: • Evaluate my current contact spreadsheets and proposal logs, then recommend the best CRM platform for a small but growing abatement company. I’m open to HubSpot, Zoho, Salesforce, or any option you can justify. • Configure custom deal stages that mirror our workflow—from site visit and estimate through contract signing and project completion. • Build automated email sequences for new inquiries, follow-ups on sent estimates, and periodic check-ins with previous clients. Messages must be easy for me to tweak later. ...

...all active mail for 11 users moved from our current Zoho Mail tenants into their matching Microsoft 365 mailboxes. Only live email messages are in scope—no archives, calendars, or contacts—so the job is straightforward: grab what is in each Zoho inbox today and place it, intact and fully searchable, into the corresponding Microsoft 365 mailbox. The user accounts in Microsoft 365 are already provisioned; I simply want a clean cut-over with minimal downtime and zero data loss. You may choose the migration method you are most comfortable with (IMAP, PST export/import, third-party tool, or the native Microsoft Migration Center), as long as the result meets the criteria below. Acceptance criteria: • Every message currently visible in each Zoho mail...

Customer will sign up and verify email, then after login they will be redirected to their profile page where they can edit and manage their details (First Name, Last Name, Company). All customer data will automatically create/update records in Zoho CRM Leads.

I need a skilled Zoho Creator developer to integrate it with other Zoho apps. The goal is to build customized software tailored to our business needs using Zoho Creator Key requirements include: - Seamless integration with Zoho CRM, Zoho Books, and Zoho Projects - Custom application development to automate and streamline our business processes - Building data collection forms, custom workflows, and reports/dashboards as per our requirements Ideal skills and experience: - Proficiency in Zoho Creator and other Zoho apps - Strong experience in custom application development - Ability to design and implement complex workflows - Excellent problem-solving skills and attention to detail Please provide examples of similar projects complete...

I need a Zoho Creator expert to build and launch a fully functional customer portal. I am running Zoho One, with an entire array of Zoho apps. Scope of work 1. Customer sign up/register, sign in, forgot password a. Sign up fields Email and Password, Terms and conditions only 2. Sign up/register email verification 3. Accessibility features, My Account page (come standard with portals) 4. My Profile page showing customer details, with edit feature a. FN, LN, Company 5. Home page (blank) 6. All throughout, use fields “First Name” and “Last Name”, never “Full Name” 7. Add new customer to ZOHO CRM Leads Budget non negotiable

...working in a virtual call center, remote customer service, or high-volume phone-based support role Comfortable making and receiving calls throughout the workday Strong verbal communication skills with a professional phone presence Excellent written communication and follow-up skills Highly organized with strong attention to detail Comfortable using Google Workspace, Excel/Sheets, CRMs (HubSpot, Zoho, Salesforce, etc.), dialers, and virtual communication tools Able to multitask and work efficiently in a fast-paced remote environment Reliable, proactive, and able to work independently with minimal supervision Bonus: Experience with lead intake, application processing, appointment setting, or sales support What We Offer Flexible working hours Remote-first culture Opportunity to grow...

...summaries and reports on application volume and status - Provide general administrative support as needed Who You Are: - Proven experience in virtual administration, customer service, or applicant processing - Excellent written and verbal communication skills - Strong organizational and time management abilities - Comfortable with tools like Google Workspace, Excel/Sheets, CRMs (e.g., HubSpot, Zoho), and file-sharing platforms - Reliable, proactive, and able to work independently with minimal supervision - Bonus: Experience working in a high-volume, fast-paced environment What We Offer - Flexible working hours - Remote-first culture - Opportunity to grow into a team lead or operations role - Supportive and collaborative team environment...

I need the complete accounting history for FY 2022-23 and FY 2023-24 moved out of Zoho Books and recreated inside Tally with zero loss of fidelity. The scope covers every invoice, expense, and all customer / vendor master data captured during those two financial years. After import, I want a full cross-check: opening and closing balances, document counts, tax amounts, and any other control totals must match exactly between the two systems. Please plan for exhaustive validation rather than just spot checks. In addition, I have a handful of custom reports in Zoho Books that I rely on for monthly management reviews. Replicating those same reports in Tally is part of the job; standard templates can stay as they are. Deliverables • Clean Tally company files for FY ...

...Everything starts and ends in Zoho CRM, so the solution must plug straight into that environment while letting me: Automate outreach & follow-ups • Build reusable email templates, marketing sequences and SMS triggers that fire automatically from Zoho when a lead is added, moved or closed. • Track every send, open and click so the CRM timeline stays complete and reporting is effortless. Gather high-value prospect data • Deploy web scrapers (Python, Scrapy, Selenium or a stack you recommend) to pull fresh contact details, direct mobile numbers and behaviour indicators from public sites and niche industry sources. • Clean, deduplicate and enrich the data before it reaches Zoho, keeping everything GDPR compliant. Acceptance criteri...

...BD, partnerships, customer success, or product → Existing relationships with CTOs, VPs of Engineering, or Heads of AI at Indian SaaS companies → Ability to explain a technical product clearly without needing to be an engineer → Self-starter — you own your pipeline, no one will follow up with you Good to have: → Previous experience at or selling to companies like Freshworks, Zoho, Chargebee, Keka, WebEngage, Razorpay, or similar → Active on LinkedIn with an engaged network of tech professionals → Familiarity with AI/ML concepts — you don't need to be technical, but you should be able to say "model fine-tuning" without googling it → Part of SaaSBoomi, iSPIRT, or Bangalore/Pune AI ...

I will share my screen with you over AnyDesk or Zoom so you can work directly inside my Vyapar file. All outstanding invoice, payment, and journal entries must be recorded, using the detailed templates and field-by-field guidelines I’ll supply before we connect. Accuracy is essential—each entry should reconcile with it...guidelines I’ll supply before we connect. Accuracy is essential—each entry should reconcile with its source document and leave the ledgers balanced. Once finished, export a quick summary report so I can verify totals at a glance, and note any discrepancies you spot along the way. If you already know Vyapar, this should feel straightforward; if your background is primarily in Tally, QuickBooks, or Zoho Books, just be sure you can adapt to Vyap...

I have a Zoho Commerce store that will handle a catalogue of physical products, and I need every order, customer profile, and inventory movement to flow automatically into our CRM. My goal is one source of truth for sales and marketing, without manual exports or data-entry gaps. Your task is to plan and implement the connection between Zoho Commerce and the CRM (Zoho CRM is preferred, but I am open to another platform if you can justify the benefit). Whether you use Zoho’s native connectors, custom API calls, or Deluge scripts, what matters to me is reliability, real-time sync, and clean data mapping. Key deliverables • Configure or build the integration so new customers, orders, products and stock changes in Zoho Commerce appear in the CRM with...

...business on Zoho and now need Stripe woven in so customers can pay seamlessly with Apple Pay. Here’s where I’m at and what I need from you: • Zoho is live (CRM, Books and Checkout modules enabled) but no payment gateway is connected yet. • I have an active Stripe account. Apple Pay is approved there, it just hasn’t been wired into the flow. • The goal is a smooth checkout experience where a customer clicks “Pay with Apple Pay”, the charge is processed through Stripe, and the transaction details (invoice status, customer record, payment confirmation) sync back to the relevant Zoho apps automatically. You’ll be responsible for: – Connecting Stripe to the correct Zoho modules. – Enabling and ...

...Review caching, acceleration, and optimization systems - Improve compatibility between backend optimizations and paid traffic scripts - Reduce technical conflicts affecting tracking or page behavior - Create a more stable operational environment for ongoing paid campaigns Current Environment - WordPress - Elementor - Cloudflare - WP Engine - Seraphinite Accelerator - Meta Payload& Conversion API - Zoho CRM integrations - Custom tracking scripts and payloads Ideal Candidate We are looking for someone with experience in: - high-paid traffic environments, - technical implementation and maintenance of complex paid traffic LP funnels, - backend WordPress optimization, - Meta payload and technical backend development, - server-side tracking, - landing page & funnel infrastructu...

I need help configuring a brand-new Zoho CRM to mirror the three-level account hierarchy we use in our ERP system: National Account → Customer → Ship-To This is a brand-new CRM setup. We are NOT importing legacy data at this stage and, for now, I only want to focus on the Accounts/account hierarchy structure. No Leads, marketing automation, or complex integrations yet. The initial project will be done together over a live screen-share session. Scope of work: • Configure the Accounts structure to support: National Accounts Customer/Bill-To Accounts Ship-To locations • Create the appropriate: custom fields lookup relationships layouts related lists views and filters • Ensure users can easily drill down from: National Account → Customer → Shi...

My team and I rely on Zoho Mail linked with Zoho CRM for all correspondence, yet occasional clients keep telling us they do not see our messages. Some get delivered. Ohters do not. We have confirmed nothing lands in their spam folders, and the problem seems to hit both our transactional notices and our marketing campaigns. At this stage I honestly don’t know if every recipient is affected or just a subset, so I need someone who can quickly pinpoint what is going wrong inside the Zoho environment and tell us how to fix it. We have increased our subsequent telephone confirmations and additional email confirmations. Here is what I expect once you jump in: • A full review of our current Zoho Mail setup—DNS records (SPF, DKIM, DMARC), bounce confi...

More details: Is this project for business or personal use? For an existing business What information should successful freelancers include in their application? Experience How soon do you need your project completed? ASAP

Zoho books setup and manage old data