Zoho Expert for Smart Remodeling Lead System
Budget: $750 – $1,500 USD
I need a Zoho automation expert to build and optimize a smart lead intake system for my remodeling company. The goal is to connect Zoho Forms → Zoho CRM → Zoho Flow → ClickSend → Zoho Bookings so that bathroom remodeling inquiries automatically turn into qualified consultations.
You’ll help design Flows that:
Capture form data into CRM with proper field mapping
Score each lead (Hot, Warm, Cold)
Trigger automated SMS/email follow-ups through ClickSend
Notify our team when a Hot lead arrives
Send reminders or nurture messages if no booking occurs
Log every action cleanly in CRM
Deliverables include working Flows, clear documentation (.zflow exports + Loom walkthrough), and setup that we can later clone for kitchens or flooring.
Must have proven experience with Zoho Flow, CRM customization, and third-party SMS/email integrations. You’ll work in a restricted “Freelancer” Zoho account for data security.
Bonus if you can suggest improvements or create reusable templates for future automations.
You’ll help design Flows that:
Capture form data into CRM with proper field mapping
Score each lead (Hot, Warm, Cold)
Trigger automated SMS/email follow-ups through ClickSend
Notify our team when a Hot lead arrives
Send reminders or nurture messages if no booking occurs
Log every action cleanly in CRM
Deliverables include working Flows, clear documentation (.zflow exports + Loom walkthrough), and setup that we can later clone for kitchens or flooring.
Must have proven experience with Zoho Flow, CRM customization, and third-party SMS/email integrations. You’ll work in a restricted “Freelancer” Zoho account for data security.
Bonus if you can suggest improvements or create reusable templates for future automations.