Zoho Jobs

I already have Zoho DataPrep up and connected to my Zoho One account. The legacy records are largely well-structured, yet they still carry old duplicates, stray values, and obsolete pick-lists that must be scrubbed before the switch to my redesigned Zoho CRM layout. The assignment centres on leveraging Zoho DataPrep’s recipes, rules, and AI suggestions to: • run a thorough data-cleaning and de-duplication pass, • apply field-level transformations and look-ups so every column lines up with the new CRM schema, • export ready-to-import CSV or Zoho Sheet files along with the reusable DataPrep workflow. I will give you secured access to the DataPrep workspace plus a copy of the target CRM field map. When we’re done I expect: 1. An import-ready dataset free of ...

We need an automation system for student leads. Website leads (Zoho Forms) should first go to Google Sheets, where a lead score is calculated based on actions like webinar registration, attendance, and WhatsApp interaction. Leads will be categorized as Cold, Warm, or Hot. Only students who pay a $10 application fee should automatically be sent to Zoho Bigin CRM. Tools: Zoho Forms, Zoho Flow, Google Sheets, Zoho Bigin, AiSensy (WhatsApp), Payment Gateway. The freelancer should set up the automation and integrations.

We’re looking for a reliable Accounting Assistant to help manage accounts payable and receivable using Zoho Books and Zoho CRM. The role focuses on keeping bills, invoices, and records organized while helping automate processes wherever possible. Requirements • Available during Eastern Time (EST) business hours • Able to assist the team in real time when needed • Willing to sign an NDA • Experience with Zoho Books and Zoho CRM • Strong attention to detail and organization • Comfortable asking questions if something is unclear Accounts Payable (AP) • Receive mail and identify vendor bills • Import vendor bills into Zoho Books • Pay approved bills through bank bill pay or checks issued from Zoho • Reconcile vendor payments ...

We are a growing U.S.-based gallery business specializing in contemporary art, custom commissions, curated exhibitions, and private collectors. Our work spans fine art sales, online exhibitions, NFT/digital art coordination (if applicable), and artist representation. We are seeking a highly organized, tech-savvy, and detail-oriented CRM & Administrative Support Specialist to manage client relationships, streamline backend operations, and ensure smooth day-to-day administrative processes. ⸻ Position Overview The CRM & Administrative Support Specialist will be responsible for managing and optimizing our customer relationship management system, maintaining accurate client records, assisting with sales and collector follow-ups, coordinating internal communications, and supporting a...

Our Zoho-based app feeds data straight into an AI chatbot that handles lead nurturing, but several automation workflows have gone silent. The triggers that should fire on record creation or status updates simply don’t start, so nothing reaches the bot and follow-up stalls. I need an experienced Zoho specialist to: • Trace why the automation workflows are not triggering and correct the underlying bug(s). • Restore reliable execution of any related Deluge scripts, custom functions or webhooks. • Validate that data again flows cleanly into the AI chatbot and that conversations resume without manual intervention. Please be comfortable working inside Zoho CRM/Creator, Deluge, and any Flow or webhook connections that sit between the app and the chatbot. Once everythin...

We are looking for an experienced designer to develop a Visual Identity Application Guide based on our existing logo, defined brand name, and defined color palette. This is not a logo creation or full brand strategy project. The objective is to define a clear and cohesive visual application system and apply it consistently across key brand touchpoints. Full brand positioning details will be shared with the selected freelancer. Scope of Work Deliverables will be structured as milestones (not all at once). This project does not include website development. 1. Mini Look & Feel Kit Define a consistent visual direction including: • Typography hierarchy • Graphic elements / supporting shapes • Image style and treatment guidance • Layout principles •...

Zoho System – Issue & Requirement List 1. Department Boards Setup (Zoho CRM) • Create separate boards/views for each department to manage their tasks and records. • Ensure each department can track their own leads, deals, and activities. • Implement clear workflow stages for different departments. ________________________________________ 2. Permission & Access Control Issues • Review and configure user roles and permissions. • Restrict access so employees can only view/edit relevant modules and records. Define permissions for: • Admin • Sales Team • Finance Team • Operations • Management ________________________________________ 3. Lead Module Issues • Review the Lead module structure and fields. • Fix issues with lea...

I need an experienced person to set up Zoho Books for my Saudi business and integrate it with WordPress / WooCommerce. The work must include ZATCA-compliant invoicing, Arabic and English invoices, correct handling of adult / child / group pricing, and creation of all required items/services in Zoho Books. I need a proper automated setup. I do not want manual invoice creation, manual item creation, or manual re-entry of WooCommerce orders into Zoho Books. Scope: Full Zoho Books setup Saudi VAT / tax configuration ZATCA invoice setup Branded Arabic and English invoice templates WooCommerce / WordPress integration with Zoho Books Correct mapping of customers, items, taxes, discounts, totals, and invoices Setup of all required items/services in Zoho Books Support for adult / child / group ...

I operate a food pantry once a month and need a system to manage registration and attendance verification. Requirements: - Web-based contact database - Registration form capturing: - Name and contact details - Household size - Income qualifications - Attendance verification by monitors using tablets or smartphones - Post-event analysis of data collected -Would like to integrate with ZOHO CRM Ideal Skills & Experience: - Experience with web-based applications - Knowledge in database management and form creation - Familiarity with data analysis and reporting tools

We are looking for an experienced Zoho CRM specialist to help implement a structured lead management system for our ecommerce business. Our company sells custom sports uniforms to teams, schools, and organizations across the United States. We receive inquiries through email, website quote requests, chat, and phone calls. The goal of this project is to ensure every lead is properly tracked, followed up with, and moved through a clear pipeline. We have already designed the CRM structure and need someone to implement the workflows, automations, and task system inside Zoho CRM. This should be straightforward work for someone experienced with Zoho workflows.

Project Overview We are looking for a Zoho Expert to configure Zoho SalesIQ and Zoho CRM to automate our support/sales routing and establish a robust performance tracking system. The goal is to streamline customer interactions through our website and provide branch-level visibility on key sales metrics. Scope of Work 1. Zoho SalesIQ: Customer Support Bot Integration Bot Configuration: Develop and deploy a chatbot on our website to handle support inquiries. Ticket Logging: The bot must allow customers to log support calls/tickets. Direct Routing: Configure the bot so that these logs are pushed directly to the designated support staff (via Zoho Desk or Zoho CRM Cases). 2. Zoho SalesIQ: Branch-Specific Sales Routing Lead Capture: Setup the chatbot to ask users to select their nearest or p...

I already use Zoho Sheet to take meeting notes and I’d like every note I enter—specifically the agenda items, the action items with deadlines, and the attendee names and roles—to travel automatically into Zoho Projects as individual tasks. Each set of tasks should land neatly inside the appropriate task list for that meeting. I began building the workflow myself in Zoho Flow, but mapping the columns, setting up the triggers, and parsing multiple action items from a single row turned out to be more involved than expected. I need someone who can: • Design a clear, reusable Zoho Sheet template that captures the three details above. • Configure Zoho Flow so each time I add or update a row, the flow creates or updates the corresponding tasks in Zoho Projects un...