Complete Zoho CRM Integration Setup
Budget: £20 – £250 GBP
I have a fresh Zoho CRM account that I want taken from blank slate to production-ready. The build must cover the full lead-to-deal workflow, include sales automation rules that match standard B2B pipelines, and surface the right numbers through meaningful dashboards and reports.
What I already know I need
• Lead management: custom web-to-lead forms, scoring, assignment rules and duplicate control
• Sales automation: stage-based pipelines, task & follow-up triggers, email templates, blueprint or command center (whichever fits best)
• Reports & analytics: role-based dashboards, sales velocity metrics, conversion reports, scheduled email summaries
Essential integrations
– Microsoft Teams chat: instant lead notifications and deal stage updates pushed to chosen channels
– LinkedIn chat (via Sales Navigator / Zoho SalesSignals): in-CRM messaging and profile pop-ups
– Google Workspace: Gmail sync, Google Chat alerts, two-way Google Calendar events
Acceptance criteria
1. All modules, fields and workflows are live, tested and documented inside Zoho CRM.
2. Messages, events and notifications flow reliably between Zoho and the Microsoft, LinkedIn and Google apps listed above.
3. Dashboards load with no errors and display the agreed KPIs.
4. A brief hand-off call and a concise setup document show me how to maintain or extend the system.
If you’ve implemented similar multi-app environments before and are comfortable with Zoho Flow, Zoho Marketplace extensions or custom APIs, let’s get this done.
Please only quote for this project if you can do it tomorrow morning UK time at 10.30 AM
I will award this project straight away
What I already know I need
• Lead management: custom web-to-lead forms, scoring, assignment rules and duplicate control
• Sales automation: stage-based pipelines, task & follow-up triggers, email templates, blueprint or command center (whichever fits best)
• Reports & analytics: role-based dashboards, sales velocity metrics, conversion reports, scheduled email summaries
Essential integrations
– Microsoft Teams chat: instant lead notifications and deal stage updates pushed to chosen channels
– LinkedIn chat (via Sales Navigator / Zoho SalesSignals): in-CRM messaging and profile pop-ups
– Google Workspace: Gmail sync, Google Chat alerts, two-way Google Calendar events
Acceptance criteria
1. All modules, fields and workflows are live, tested and documented inside Zoho CRM.
2. Messages, events and notifications flow reliably between Zoho and the Microsoft, LinkedIn and Google apps listed above.
3. Dashboards load with no errors and display the agreed KPIs.
4. A brief hand-off call and a concise setup document show me how to maintain or extend the system.
If you’ve implemented similar multi-app environments before and are comfortable with Zoho Flow, Zoho Marketplace extensions or custom APIs, let’s get this done.
Please only quote for this project if you can do it tomorrow morning UK time at 10.30 AM
I will award this project straight away