Zoho CRM & RPM Integration
Budget: $10 – $20 NZD
I am rebuilding my sales stack around Zoho CRM and its RPM add-on and need a specialist who can get everything talking to each other smoothly. The essentials include:
• Structuring the CRM and RPM modules so my pipelines, custom fields, and scoring rules line up exactly with our current sales process.
• Establishing clean API connections—both inbound and outbound—to the third-party platforms we already rely on (marketing automation, billing, and a proprietary dashboard), using REST where available and Deluge when it makes more sense.
• Documenting each endpoint, key, and trigger so my in-house developer can maintain it without digging through code later.
Acceptance criteria
• All mapped fields sync bidirectionally without data loss.
• API calls are logged in Zoho for auditability.
• A concise hand-off guide (Markdown or Google Doc) explains workflows, functions, and error-handling logic.
If you have deep experience in Zoho CRM, RPM, and custom API work, your expertise will be put to immediate use.
• Structuring the CRM and RPM modules so my pipelines, custom fields, and scoring rules line up exactly with our current sales process.
• Establishing clean API connections—both inbound and outbound—to the third-party platforms we already rely on (marketing automation, billing, and a proprietary dashboard), using REST where available and Deluge when it makes more sense.
• Documenting each endpoint, key, and trigger so my in-house developer can maintain it without digging through code later.
Acceptance criteria
• All mapped fields sync bidirectionally without data loss.
• API calls are logged in Zoho for auditability.
• A concise hand-off guide (Markdown or Google Doc) explains workflows, functions, and error-handling logic.
If you have deep experience in Zoho CRM, RPM, and custom API work, your expertise will be put to immediate use.
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