Zoho CRM Automation Setup

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TYPE OF WORK

Gig

SALARY

$8-$15

HOURS PER WEEK

TBD

DATE UPDATED

Mar 24, 2026

JOB OVERVIEW

We’re looking for an experienced Zoho specialist to help us set up our CRM and SMS automation from scratch and design a clean, scalable system.

What we need:
- Initial Zoho CRM setup (modules, pipelines (Deals), fields, and automation)
- Connect Voip system so calls and SMS are logged in Zoho
- Connect ---------- for marketing emails syncing
- Connect our internal system via webhooks so all user information is centralized in Zoho
- Use Zoho to send marketing SMS through our Voip number and keep replies centralized
- Make sure all calls, SMS, and conversations are visible inside Zoho
- Clean contact records with full activity history (calls, SMS, emails)
- Light documentation

We’ll also need to integrate paid ads (Google + Meta) so leads, calls, and messages are tracked and centralized correctly.

We’re looking for someone who:
- Has real experience setting up Zoho as a CRM
- Has experience with Voip and webhook/API integrations
- Can think creatively and suggest better workflows and automation ideas
- Can design something scalable we won’t outgrow quickly

How to Apply:
Fill out this quick form: (Do not send emails or messages. Only applications through this form will be considered)
----------

We look forward to meeting our next tea ---------- mber!

SKILL REQUIREMENT
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