Zoho Jobs

I need my customer conversations from WhatsApp Business, RingCentral voice/SMS, and traditional email to flow into a single Zoho CRM workspace. Once everything sits in Zoho, I want an AI layer that can automatically handle common interactions so my team only steps in when a human touch is truly required. Scope of work • Connect WhatsApp Business, RingCentral, and my email domain to Zoho CRM so every new message or call is logged against the correct contact. • Build AI-driven automated responses inside Zoho (using Zoho’s native Zia tools or a third-party NLP engine if you prefer) that can: – Answer routine customer inquiries in real time – Send timely follow-ups when a lead goes quiet – Offer appointment slots and confirm bookings &nd...

I need assistance with data entry involve inputting income, expenses, sales and purchases data into Zoho Books Key Details: - Record will be provided in Excel sheets and Bank Statement. - The project covers data entry for the years 2022-23, 2023-24, 2024-25 and 2025-26. - Create / Maintain proper records of clients, suppliers, vendors. - Record asset purchases and depreciation Ideal Skills: - Proficiency in Zoho Books software. - Good understanding of sales and purchases data. Looking forward to your bids.

I’m building a straightforward, conversion-focused website to sell my products and services. The layout can stay clean and minimal—no heavy custom features—yet every contact point must feed directly into Zoho CRM so I can trigger email campaigns the moment a visitor submits a form or starts checkout. Beyond the core pages (home, product/service, about, contact, checkout), I need: • Seamless Zoho CRM integration: each enquiry, sign-up or purchase automatically recorded as a lead and added to the correct email campaign list. • Google Analytics installed through GA-4 with enhanced e-commerce and event tracking, so I can measure traffic sources, conversions and campaign performance. • Mobile-responsive design, fast loading, and basic on-page SEO best p...

I’m ready to retire our old GoldMine setup and have every piece of customer information living smoothly inside Zoho CRM. The move must include all contacts along with their names, phone numbers, email addresses, the notes and history attached to each record, plus every custom field we have built over the years. I’ll rely on you to: • Extract the selected data from GoldMine, map it accurately to Zoho’s structure (creating the same custom fields where needed), and import it without duplicates or data loss. • Preserve the relationships so that notes and historical interactions stay linked to the right contact. • Provide a brief mapping sheet and run a post-migration check with me to confirm everything landed in the right place. If you have a proven...

Here’s the revised version including that you’re a mortgage company: Job Title: Salesforce CRM Integration & Automation Specialist Job Overview: We are a mortgage company seeking an experienced Salesforce expert to fully integrate, optimize, and automate our CRM system. Our goal is to make Salesforce the central hub for all lead flow, loan tracking, communication, and automation across our business. Scope of Work: Integrate Salesforce with LendingPad (our Loan Origination System) for two-way data syncing, including automated loan status updates and transferring key service provider data into Salesforce contacts. Migrate 300–400 existing leads from Shape Software into Salesforce. Confirm and optimize Nextiva phone integration for click-to-dial functionality within Sa...

I need QuickBooks Online feeding Zoho Analytics continuously so that every sale, expense, supplier balance, customer balance and project-level profitability figure appears in my Zoho workspaces the moment it is entered in QBO. Scope • Build or configure an integration that listens to QBO in real time (webhooks/API) and pushes the data into Zoho Analytics through its Data Upload or in-built connector endpoints. • Map fields for the five data sets mentioned above, preserving historical records and incremental updates without duplicates. • Set up error handling and simple logging so I can trace failed uploads, if any. • Provide a short hand-off document (or quick Loom walkthrough) showing how to restart or adjust the sync if I change a field or add a new report c...

My Zoho CRM instance is live and in daily use, yet several structural gaps are starting to slow the team down. The biggest pain point is forecasting and analytics, reports don’t align with reality and the pipeline totals keep shifting. On top of that, dynamic fields in a handful of email templates refuse to populate, and data is drifting between modules. Data fluidity across entire CRM is crucial and is a big struggle were having. I need a Zoho specialist to review the current configuration and leave me with a clean, scalable system. The core items you will tackle include: • Standardizing data across modules ‑ Customer information ‑ Sales pipeline details ‑ Activity logs • Repairing email templates so every dynamic field pulls the correct value first time ...

I need an experienced Zoho technician to jump in and steady the ship across our Zoho One environment—specifically Zoho CRM, Bigin, Zoho MAil, Campgain, Zoho Commerce, Zoho Projects and Zoho Books. Right now the suite is live but we keep running into three recurring Some headaches: persistent API errors, unreliable third-party app connections and unpredictable data-sync glitches. On top of that, Need we looking for regular Support on demad better to have in language of English and tamil. Here’s what I’d like to achieve: • Diagnose and clear the API errors that are interrupting communication between the Zoho apps and our external systems. • Restore and document rock-solid connections with the third-party tools we rely on (names and access details will be share...

I want to sell a customer-relationship management solution tailored to the needs of a growing medium-sized company. The platform has to give my sales team an intuitive way to store and segment contacts, follow every deal through the pipeline, and pull clear performance insights from built-in analytics dashboards. I am open to either a well-chosen off-the-shelf platform (Salesforce, HubSpot, Zoho, etc.) that you can configure to match our workflow, or a lightweight custom build if you can prove it will scale and remain cost-effective. What matters is that the finished system lets us: • Manage and tag contacts without duplicate headaches • Track opportunities, stages, forecasted revenue, and win-loss reasons in real time • Generate actionable reports and visual analytic...

I need an experienced Zoho technician to jump in and steady the ship across our Zoho One environment—specifically Zoho CRM, Bigin, Zoho MAil, Campgain, Zoho Commerce, Zoho Projects and Zoho Books. Right now the suite is live but we keep running into three recurring Some headaches: persistent API errors, unreliable third-party app connections and unpredictable data-sync glitches. On top of that, Need we looking for regular Support on demad better to have in language of English and tamil. Here’s what I’d like to achieve: • Diagnose and clear the API errors that are interrupting communication between the Zoho apps and our external systems. • Restore and document rock-solid connections with the third-party tools we rely on (names and access details will be share...

I need a specialist who can stand up a brand-new Google Workspace for WL on the Business plan and then fold our second domain, , into the same instance as a secondary domain. From there, roughly 11-50 user accounts have to be created, each with the appropriate brand email aliases, and the usual department role addresses need to be handled through Google Groups so everyone reaches the right inbox without confusion. Once the mail environment is in place, Zendesk will become our single ticketing hub. Both WL and Granadilla Swim must be configured as separate brands inside Zendesk, historical tickets migrated over from Zoho Desk, and all support addresses redirected so nothing slips through the cracks. Finally, internal email and support rules have to be locked down to keep the flow tidy and ...

I run a combined property-management, construction and Airbnb operation and rely on Zoho to keep everything moving. Right now I have several workflows live in Zoho CRM, Zoho Flow and a few related apps, but they grew piece-by-piece and now feel disjointed. Before a new staff member joins next month I want the entire system cleaned up, streamlined and expanded so it can scale with the business. The focus areas are clear: • Leads management – capturing, qualifying and nurturing sales and rental enquiries. • Tenant management – onboarding, communication, maintenance tracking and renewals. • Integration with our booking platforms and website – data must sync both ways without manual exports. • Overall organisation and data structure – consiste...

I have a steady flow of homeowner leads and need a confident, well-spoken admin assistant to turn those cold calls into booked meetings for my real estate business. You’ll be calling homeowners directly, following a clear script that I supply, handling basic questions about our home-buying service, and locking in a firm date and time on my calendar. I’ll give you everything you need—dialer access, the script, FAQ sheet, and a shared Google Calendar. After each call, simply record the outcome and any notes in Podio so I can track every prospect’s status at a glance. Success looks like three or more kept appointments per day, accurate notes, and zero double-bookings. Hit those numbers consistently and this can turn into reliable, ongoing work. Deliverables: • ...

My goal is to push our Natural Language Processing stack forward by continually scouting, testing, and refining state-of-the-art models in three core areas: text generation, sentiment analysis, and machine translation. Scope of work — Track current research and emerging repositories (Hugging Face, arXiv, GitHub) to spot promising architectures and training techniques. - klaud8 / hrm ai / chat gpt / claude — Spin up controlled experiments in Python using PyTorch/TensorFlow, comparing baseline performance with fine-tuned variants on representative datasets. — Optimise inference speed, memory footprint, and prompt-engineering workflows so models transition smoothly from notebook to production API. — Document findings in concise experiment reports and integra...

About the Biz We are a growing U.S.-based gallery business specializing in contemporary art, custom commissions, curated exhibitions, and private collectors. Our work spans fine art sales, online exhibitions, NFT/digital art coordination (if applicable), and artist representation. We are seeking a highly organized, tech-savvy, and detail-oriented CRM & Administrative Support Specialist to manage client relationships, streamline backend operations, and ensure smooth day-to-day administrative processes. ⸻ Position Overview The CRM & Administrative Support Specialist will be responsible for managing and optimizing our customer relationship management system, maintaining accurate client records, assisting with sales and collector follow-ups, coordinating internal communications, a...

Our Zoho Bigin account needs a clean, reliable bridge to Meta Ads. The immediate priority is the WhatsApp lead flow: conversations arrive, but the data does not always map back to the correct contact or deal, so I am fighting constant data-sync issues. Once that pipeline is solid, I also want the existing Meta Ads Forms connection reviewed and adjusted so every new form submission lands in Bigin with the right fields populated. Here is what I expect from you: • Fix the WhatsApp integration so every message, name, phone number, and ad set identifier syncs to the right place in Zoho Bigin without manual intervention. • Audit and tune the Meta Ads Forms integration to the same standard of reliability. • Document the configuration and any custom functions (Deluge, webhooks...

Zoho ERP Integration Specialist Project Overview A leading service contractor company in Kenya, seeks an experienced Zoho ERP Integration Specialist to implement a comprehensive Zoho One ecosystem. The project involves configuring and integrating 11 Zoho modules with external systems including KRA eTIMS and M-Pesa APIs, tailored for Kenya's regulatory environment. Project Details Duration: 2-4 weeks (0-1 months) Work Model: Remote with occasional on-site visits to Nairobi Modules: 11 Zoho modules + 3 custom Zoho Creator applications Key Integrations: KRA eTIMS Type C, M-Pesa B2C API, Inter-module automation Budget: Competitive - Based on experience and proposal Note: Detailed Scope of Work document will be shared with shortlisted candidates. Required Skills & Competencies 1. Core ...

Scope Overview (High Level): We are a startup and we are looking for an experienced Zoho FSM resource to implement and support: • Zoho FSM core setup and configuration • FSM Technician App for PSOs • FSM Customer App for service booking, tracking, payment, notifications • WhatsApp Business API integration for booking, Payment link and notifications • Custom company website – with the ability to intake service requests into Zoho FSM as requests Automated workflows for: o Request intake from FSM Customer App and WhatsApp o Work order creation > Service o Technician assignment based on availability and location o Job acknowledgment and execution • Payment gateway integration (UPI, cards, net banking) • Auto invoicing (Define Pricing rules for i...