Zoho CRM Lead Management Setup

I need Zoho CRM configured from scratch for my digital services agency so I can capture, nurture, and convert B2C leads without bouncing between multiple tools.

Core requirements
• Build a clean B2C-focused lead module, including custom fields that mirror the data I already collect from inquiry forms and Facebook/Instagram Lead Ads.
• Design a practical lead scoring model that highlights hottest prospects at a glance.
• Automate follow-up emails, task reminders, and status updates so every contact is touched on schedule, even when the team is busy.
• Map out a visual pipeline and tracking dashboards that show movement through each sales stage in real time.
• Connect the CRM to my social media platforms (primarily Facebook and Instagram) so new leads flow in automatically and profile data remains synced.

Acceptance criteria
– New social leads appear in Zoho within two minutes of submission.
– Lead scoring updates instantly when a contact meets a rule.
– Automated follow-up sends on the correct trigger and is logged to the timeline.
– Pipeline reports display stage totals, conversion rates, and expected revenue without manual refresh.

Please build within Zoho’s native tools whenever possible; if a third-party connector is needed, flag it early. Once configuration is done, record a quick Loom walkthrough so my team and I can maintain the setup ourselves.