Zoho CRM Integration & Configuration
Budget: $30 – $250 USD
Zoho 1 - CRM Configuration Requirements
Lead Integration:
Leads will be linked from Typeform and imported into the Zoho CRM sales process.
Appointment Scheduling:
Leads will schedule appointments with reps using Calendly.
I need a way for the lead card to be automatically moved into the "Scheduled" category when an appointment is booked.
Post-Meeting Processing:
After the meeting, leads should be moved to the Post-Meeting section.
The person who conducted the meeting should be able to send them an email template, which they can edit for lead-specific details while keeping most of the information consistent.
Lead Categorization & Movement:
I need a list of sections that lead cards can be moved to.
Some leads should be moved to multiple sections simultaneously so different departments can follow up.
The system should duplicate lead cards to allow them to progress through different funnels.
Department Notifications & Follow-ups:
The department assigned to a lead card should receive an email alert to contact the lead and schedule an appointment.
The assigned person in the department should be able to mark the lead as contacted to track follow-ups.
After their meeting, they should be able to disposition the lead to indicate the meeting's outcome.
Departmental Access Control:
Department heads should have logins that allow them to view the entire pipeline but only access prospect information within their assigned category.
Example Department Structure:
Department 1
Department 2
Department 3
(And so on...)
Lead Integration:
Leads will be linked from Typeform and imported into the Zoho CRM sales process.
Appointment Scheduling:
Leads will schedule appointments with reps using Calendly.
I need a way for the lead card to be automatically moved into the "Scheduled" category when an appointment is booked.
Post-Meeting Processing:
After the meeting, leads should be moved to the Post-Meeting section.
The person who conducted the meeting should be able to send them an email template, which they can edit for lead-specific details while keeping most of the information consistent.
Lead Categorization & Movement:
I need a list of sections that lead cards can be moved to.
Some leads should be moved to multiple sections simultaneously so different departments can follow up.
The system should duplicate lead cards to allow them to progress through different funnels.
Department Notifications & Follow-ups:
The department assigned to a lead card should receive an email alert to contact the lead and schedule an appointment.
The assigned person in the department should be able to mark the lead as contacted to track follow-ups.
After their meeting, they should be able to disposition the lead to indicate the meeting's outcome.
Departmental Access Control:
Department heads should have logins that allow them to view the entire pipeline but only access prospect information within their assigned category.
Example Department Structure:
Department 1
Department 2
Department 3
(And so on...)