Zoho One Integration for Drop shipping Business
Budget: $250 – $750 USD
Project Overview:
I run a dropshipping business on Shopify and need a Zoho expert to set up Zoho One and integrate it with my marketing, payment, and banking platforms. The goal is to automate workflows, centralize data, and optimize business processes.
Scope of Work:
The freelancer will handle the full integration between Zoho One and the following platforms:
1. Zoho One Setup & Customization
✅ Set up Zoho One and configure the required applications:
Zoho CRM – Lead & customer management
Zoho Books – Accounting & finance tracking
Zoho Inventory – Order & product syncing
Zoho Campaigns – Email automation & marketing
Zoho Analytics – Reports & dashboard setup
✅ Configure user roles & permissions for my team.
2. Shopify Integration
✅ Connect Shopify store with Zoho CRM & Zoho Inventory.
✅ Automate order processing & fulfillment tracking.
✅ Sync products, customers, and sales data between Shopify & Zoho.
3. Google Ads & Meta Ads (Facebook & Instagram) Integration
✅ Set up Google Ads & Facebook Ads tracking in Zoho CRM.
✅ Automate lead capture from ad campaigns into Zoho CRM.
✅ Enable conversion tracking & performance monitoring in Zoho Analytics.
4. Pinterest Account Integration
✅ Connect Pinterest Ads with Zoho for campaign tracking.
✅ Set up Pinterest conversion tracking for Shopify traffic.
5. Payment Gateway & Banking Integration
✅ Connect PayPal & Stripe to Zoho Books for transaction tracking.
✅ Set up Airwallex Bank Account with Zoho Books for financial reporting.
6. Automation & Workflow Setup
✅ Automate email notifications for new Shopify orders.
✅ Set up automated follow-up sequences for abandoned carts.
✅ Implement Zoho CRM workflows for better customer engagement.
Skills Required:
✔ Zoho One (CRM, Books, Inventory, Analytics, Campaigns)
✔ Shopify API & Dropshipping Automation
✔ Google Ads, Facebook Ads & Pinterest Ads Integration
✔ Payment Gateway Setup (PayPal, Stripe, Airwallex)
✔ Zoho Workflow Automation & Customization
Deliverables:
✅ Fully functional Zoho One setup with all required integrations.
✅ Automated Shopify order syncing & fulfillment tracking.
✅ Integrated Google Ads, Facebook Ads, Pinterest tracking in Zoho CRM.
✅ Properly configured payment & banking connections for finance management.
✅ Tested & verified workflows to ensure smooth automation.
Budget & Timeline:
? Budget: Open to proposals (please mention your price).
⏳ Timeline: 2-4 weeks for full setup & testing.
How to Apply:
? Share past Zoho integration projects (especially Shopify & ads).
? Outline your approach to completing this project.
? Suggest any additional tools or best practices for better automation.
Looking forward to working with an experienced Zoho One & Shopify expert! ?
I run a dropshipping business on Shopify and need a Zoho expert to set up Zoho One and integrate it with my marketing, payment, and banking platforms. The goal is to automate workflows, centralize data, and optimize business processes.
Scope of Work:
The freelancer will handle the full integration between Zoho One and the following platforms:
1. Zoho One Setup & Customization
✅ Set up Zoho One and configure the required applications:
Zoho CRM – Lead & customer management
Zoho Books – Accounting & finance tracking
Zoho Inventory – Order & product syncing
Zoho Campaigns – Email automation & marketing
Zoho Analytics – Reports & dashboard setup
✅ Configure user roles & permissions for my team.
2. Shopify Integration
✅ Connect Shopify store with Zoho CRM & Zoho Inventory.
✅ Automate order processing & fulfillment tracking.
✅ Sync products, customers, and sales data between Shopify & Zoho.
3. Google Ads & Meta Ads (Facebook & Instagram) Integration
✅ Set up Google Ads & Facebook Ads tracking in Zoho CRM.
✅ Automate lead capture from ad campaigns into Zoho CRM.
✅ Enable conversion tracking & performance monitoring in Zoho Analytics.
4. Pinterest Account Integration
✅ Connect Pinterest Ads with Zoho for campaign tracking.
✅ Set up Pinterest conversion tracking for Shopify traffic.
5. Payment Gateway & Banking Integration
✅ Connect PayPal & Stripe to Zoho Books for transaction tracking.
✅ Set up Airwallex Bank Account with Zoho Books for financial reporting.
6. Automation & Workflow Setup
✅ Automate email notifications for new Shopify orders.
✅ Set up automated follow-up sequences for abandoned carts.
✅ Implement Zoho CRM workflows for better customer engagement.
Skills Required:
✔ Zoho One (CRM, Books, Inventory, Analytics, Campaigns)
✔ Shopify API & Dropshipping Automation
✔ Google Ads, Facebook Ads & Pinterest Ads Integration
✔ Payment Gateway Setup (PayPal, Stripe, Airwallex)
✔ Zoho Workflow Automation & Customization
Deliverables:
✅ Fully functional Zoho One setup with all required integrations.
✅ Automated Shopify order syncing & fulfillment tracking.
✅ Integrated Google Ads, Facebook Ads, Pinterest tracking in Zoho CRM.
✅ Properly configured payment & banking connections for finance management.
✅ Tested & verified workflows to ensure smooth automation.
Budget & Timeline:
? Budget: Open to proposals (please mention your price).
⏳ Timeline: 2-4 weeks for full setup & testing.
How to Apply:
? Share past Zoho integration projects (especially Shopify & ads).
? Outline your approach to completing this project.
? Suggest any additional tools or best practices for better automation.
Looking forward to working with an experienced Zoho One & Shopify expert! ?