Revamp Our Zoho CRM Workflows
Budget: ₹12,500 – ₹37,500 INR
I already run Zoho CRM in production and have a clear, step-by-step blueprint outlining the next phase. Now I want that plan executed so the system finally does the selling and nurturing leg-work for the team.
Scope of work
My focus is on two areas:
• Sales module – tighten up workflow automation and lead management. The blueprint details every trigger, rule and field update; I simply need them built, tested and deployed so reps see the right task or follow-up at the right moment.
• Marketing automation – launch email campaigns and multi-step lead-nurturing journeys. All copy and segment logic is mapped; what remains is configuring the campaigns, connecting them to the sales funnels, and making sure engagement data loops back into Zoho for reporting.
Deliverables (done inside Zoho CRM/Marketing Hub unless noted otherwise)
- Configure workflow rules, assignment rules and approval processes per blueprint.
- Rebuild the lead capture pipeline, including scoring and automatic conversion conditions.
- Set up email campaign templates, schedule logic, and A/B settings.
- Build lead-nurture flows that adapt based on behaviour tags and deal stage.
- Provide a brief hand-off video or live walkthrough so the in-house team can tweak and expand later.
Acceptance criteria
All new automation passes the blueprint’s test scenarios, data syncs cleanly between Sales and Marketing, and key metrics (lead status, campaign engagement, deal stage) surface correctly in standard Zoho reports.
Everything is ready to go: admin access, test data, and the finalized blueprint. I just need a Zoho specialist to translate it into a working, reliable setup.
Scope of work
My focus is on two areas:
• Sales module – tighten up workflow automation and lead management. The blueprint details every trigger, rule and field update; I simply need them built, tested and deployed so reps see the right task or follow-up at the right moment.
• Marketing automation – launch email campaigns and multi-step lead-nurturing journeys. All copy and segment logic is mapped; what remains is configuring the campaigns, connecting them to the sales funnels, and making sure engagement data loops back into Zoho for reporting.
Deliverables (done inside Zoho CRM/Marketing Hub unless noted otherwise)
- Configure workflow rules, assignment rules and approval processes per blueprint.
- Rebuild the lead capture pipeline, including scoring and automatic conversion conditions.
- Set up email campaign templates, schedule logic, and A/B settings.
- Build lead-nurture flows that adapt based on behaviour tags and deal stage.
- Provide a brief hand-off video or live walkthrough so the in-house team can tweak and expand later.
Acceptance criteria
All new automation passes the blueprint’s test scenarios, data syncs cleanly between Sales and Marketing, and key metrics (lead status, campaign engagement, deal stage) surface correctly in standard Zoho reports.
Everything is ready to go: admin access, test data, and the finalized blueprint. I just need a Zoho specialist to translate it into a working, reliable setup.