Zoho CRM Lead Setup

I need my Zoho CRM configured so it becomes a streamlined hub for lead management. Right now, most of my prospects arrive through Facebook social-media campaigns, so the very first priority is connecting that channel to Zoho in a way that captures every inquiry as a neatly formatted lead record.

Here’s what I would like to walk away with:
• A custom lead module (fields, page layout, and views) tailored to the data I collect from Facebook ads and posts.
• A reliable Facebook integration—using Zoho’s official tools or approved third-party connectors—that automatically pulls in all campaign responses.
• Automated workflows for lead assignment, follow-up reminders, and status updates so no opportunity slips through the cracks.
• Simple dashboards and reports that give me an at-a-glance view of lead volume, conversion rates, and campaign performance.
• Clear written steps or a short loom-style video explaining how everything was set up, so I can maintain or expand it later.

I’m already comfortable inside Zoho CRM but need an expert to configure it efficiently, test every trigger end-to-end, and ensure data maps correctly from Facebook to the CRM. If this sounds like a quick win for you, let’s get started right away.