Zoho Jobs

Dirijo un negocio dedicado a crear páginas web generadas por IA y necesito apoyo para atraer pequeñas empresas interesadas en mejorar su presencia online. Busco a alguien con experiencia demostrable en captación de clientes B2B que pueda: • Identificar y segmentar pymes que requieran una web renovada o su primer sitio. • Contactarlas vía email, LinkedIn o teléfono, presentar nuestra propuesta y calificar leads. • Concertar reuniones o cerrar directamente la venta de nuestros paquetes de sitios web generados por IA. • Mantener un registro claro de cada oportunidad en un CRM (HubSpot, Zoho o similar). Éxito medido por el número de nuevos contratos firmados y el incremento directo de las ventas. En tu propue...

Necesito que un especialista en Zoho CRM y Zoho Mail configure, integre y deje funcionando una serie de automatizaciones que agilicen nuestra captación y conversión de clientes. Objetivo general Quiero que cada lead que ingrese desde nuestras campañas de Meta Ads pase automáticamente a Zoho CRM, dispare la secuencia de correos adecuada, abra un hilo de chat cuando sea pertinente y, al concretar la venta, genere su factura sin intervención manual. Alcance de la tarea • Diseño y puesta en marcha de flujos de trabajo en Zoho CRM para la automatización de procesos de ventas. • Integración de formularios o API de Meta Ads con Zoho Mail y Zoho CRM para que los leads lleguen limpios y etiquetados. • Creación...

Je cherche à relier mon CRM Zoho One à mon central téléphonique FreePBX (Sangoma) afin d’améliorer le suivi des appels. Mon objectif principal est d’obtenir, dans Zoho CRM et Zoho Desk, un historique fiable et automatiquement alimenté pour chaque appel entrant ou sortant. Pour les appels entrants, je veux en particulier disposer d’un résumé horodaté qui s’associe au contact ou qui en crée un nouveau si nécessaire. Délivrables attendus : • Connexion stable entre Zoho One (Zoho CRM, Zoho Desk) et FreePBX. • Journalisation automatique des appels entrants et sortants avec lien vers la fiche contact. • Génération et stockage du résumé de c...

I'm looking for an experienced Zoho One specialist to configure the Sales, Marketing, Books, and HR modules. Additionally, I need integration with LinkedIn. Key Requirements: - Configure Sales, Marketing, Books, and HR modules in Zoho One - Integrate LinkedIn as a social media platform Ideal Skills and Experience: - Proven expertise in Zoho One configuration - Familiarity with LinkedIn integration - Strong understanding of CRM, HR, and accounting processes within Zoho Please provide relevant experience in your bids.

I’m rolling out Zoho ERP across my manufacturing unit in Ghaziabad and need an implementation partner who has already tamed the platform in a factory-floor environment. The immediate focus is on two modules: • Inventory Management – specifically deep Warehouse Management and full manufacturing workflows so we can trace raw material inward, WIP, and finished-goods movement without manual spreadsheets. • Accounting & Finance – a clean deployment plus structured import of all historic ledgers, vouchers, and opening balances. Our books are in Tally right now, so mapping, cleansing, and uploading that data will be part of the job. I’ll handle day-to-day operational inputs; you’ll own the technical setup, configuration, data migration, and user ...

I'm looking for an experienced Zoho One specialist to help deploy Zoho CRM, Zoho Books, and Zoho Projects. The main focus of this deployment is to enhance our sales and support ticket management capabilities. Key Requirements: - Setup and configuration of Zoho CRM with a focus on: - Lead and contact management - Pipeline management - Reporting and analytics - Integration of Zoho Books and Zoho Projects to streamline our financial and project management processes. Ideal Skills and Experience: - Proven experience with Zoho One deployment - In-depth knowledge of Zoho CRM, especially in sales management features - Familiarity with Zoho Books and Zoho Projects - Strong analytical skills for setting up reporting and dashboards Please provide examples of similar projects completed a...

I'm looking for an expert to integrate Zoho Books with WooCommerce. The key focus is on synchronizing sales orders. Essential synchronization elements include: - Order status updates - Payment details - Customer information - Custom products Ideal skills and experience: - Proven experience with Zoho Books and WooCommerce integration - Strong understanding of sales order workflows - Attention to detail and accuracy - Ability to customize integration for specific product types Please share your relevant experience and approach to ensure seamless integration.

Our day-to-day operations already sit inside Zoho, yet two core areas still slow the team down. Zoho CRM I need the customer database cleaned up and structured so every contact, account, and deal line up correctly. Once the data is reliable, set up dashboards and reports that let the sales team monitor pipeline health, conversion ratios, and individual performance in real time. The goal is simple: easy data entry, zero duplicates, and clear sales-activity visibility from lead to close. Zoho Books On the finance side, the chart of accounts, bank feeds, and recurring journals all have to speak the same language as our CRM. Help me tighten overall financial management by configuring taxes, automation rules, and management reports that give an up-to-date view of cash flow, profitabilit...

I have three legacy SCORM courses that must be rebuilt from the ground up inside Zoho Trainer Central. All source content is ready in Word and PDF (files are 165 KB, 110 KB, and 45 KB respectively), so you can copy-paste into an AI creator directly while adjusting wording for clarity. The AI can adjust each Chapter for style and appearance. However it can NOT adjust the meaning of the material. I do not want AI to re-create the courses. I want AI to FORMAT the new courses. Once each chapter is converted, you will instruct AI to create a 1 minute audio file that will be gated at the beginning of each chapter (user must listen to it). AI will also re-create quizzes within each chapter. These are simple quizzes that can be made up of True/False or Multiple Choice. The quizzes can be distri...

I need my customer conversations from WhatsApp Business, RingCentral voice/SMS, and traditional email to flow into a single Zoho CRM workspace. Once everything sits in Zoho, I want an AI layer that can automatically handle common interactions so my team only steps in when a human touch is truly required. Scope of work • Connect WhatsApp Business, RingCentral, and my email domain to Zoho CRM so every new message or call is logged against the correct contact. • Build AI-driven automated responses inside Zoho (using Zoho’s native Zia tools or a third-party NLP engine if you prefer) that can: – Answer routine customer inquiries in real time – Send timely follow-ups when a lead goes quiet – Offer appointment slots and confirm bookings &nd...

I need assistance with data entry involve inputting income, expenses, sales and purchases data into Zoho Books Key Details: - Record will be provided in Excel sheets and Bank Statement. - The project covers data entry for the years 2022-23, 2023-24, 2024-25 and 2025-26. - Create / Maintain proper records of clients, suppliers, vendors. - Record asset purchases and depreciation Ideal Skills: - Proficiency in Zoho Books software. - Good understanding of sales and purchases data. Looking forward to your bids.

I’m building a straightforward, conversion-focused website to sell my products and services. The layout can stay clean and minimal—no heavy custom features—yet every contact point must feed directly into Zoho CRM so I can trigger email campaigns the moment a visitor submits a form or starts checkout. Beyond the core pages (home, product/service, about, contact, checkout), I need: • Seamless Zoho CRM integration: each enquiry, sign-up or purchase automatically recorded as a lead and added to the correct email campaign list. • Google Analytics installed through GA-4 with enhanced e-commerce and event tracking, so I can measure traffic sources, conversions and campaign performance. • Mobile-responsive design, fast loading, and basic on-page SEO best p...

I’m ready to retire our old GoldMine setup and have every piece of customer information living smoothly inside Zoho CRM. The move must include all contacts along with their names, phone numbers, email addresses, the notes and history attached to each record, plus every custom field we have built over the years. I’ll rely on you to: • Extract the selected data from GoldMine, map it accurately to Zoho’s structure (creating the same custom fields where needed), and import it without duplicates or data loss. • Preserve the relationships so that notes and historical interactions stay linked to the right contact. • Provide a brief mapping sheet and run a post-migration check with me to confirm everything landed in the right place. If you have a proven...

Here’s the revised version including that you’re a mortgage company: Job Title: Salesforce CRM Integration & Automation Specialist Job Overview: We are a mortgage company seeking an experienced Salesforce expert to fully integrate, optimize, and automate our CRM system. Our goal is to make Salesforce the central hub for all lead flow, loan tracking, communication, and automation across our business. Scope of Work: Integrate Salesforce with LendingPad (our Loan Origination System) for two-way data syncing, including automated loan status updates and transferring key service provider data into Salesforce contacts. Migrate 300–400 existing leads from Shape Software into Salesforce. Confirm and optimize Nextiva phone integration for click-to-dial functionality within Sa...

I need QuickBooks Online feeding Zoho Analytics continuously so that every sale, expense, supplier balance, customer balance and project-level profitability figure appears in my Zoho workspaces the moment it is entered in QBO. Scope • Build or configure an integration that listens to QBO in real time (webhooks/API) and pushes the data into Zoho Analytics through its Data Upload or in-built connector endpoints. • Map fields for the five data sets mentioned above, preserving historical records and incremental updates without duplicates. • Set up error handling and simple logging so I can trace failed uploads, if any. • Provide a short hand-off document (or quick Loom walkthrough) showing how to restart or adjust the sync if I change a field or add a new report c...