Zoho developer

Please login or register as jobseeker to apply for this job.

: TYPE OF WORK

Gig

: SALARY

N/A

: HOURS PER WEEK

TBD

: DATE UPDATED

Jul 24, 2026

JOB OVERVIEW

Hey Team looking for someone to complete the following project on our Zoho,
This could lead to ongoing work for the right candidate
Please read the job description below and if it's a job you can complete please contact me.

Zoho CRM Workflow – eBook Lead Capture & Automated Email Sequence

Objective
Create an automated lead generation system that captures new leads from a landing page, delivers a free eBook, gathers more information through a survey, and sends different email sequences based on the survey results. with out affecting our current set ups

Step 1 – Landing Page
Build a landing page with the following:
Fields
First Name
Last Name

Email Address
Mobile Number (optional)
Download button
When the visitor clicks Download, the following should happen automatically.

Step 2 – Create or Update Lead
If the email address does not already exist:
Create a new Lead in Zoho CRM.
If the email address already exists:
Update the existing Lead record changing Lead Status to:
Downloaded eBook or similar
(or another status that can be agreed upon.)

Step 3 – Send Email #1 Immediately
Immediately after submitting the form, send an automated email.

Email includes:
Thank you message.
attachment to the PDF eBook.
Step 4 – Wait 2 Days
After 2 days:
Send Email #2.

Email includes:
Follow-up message. And survey
Step 5 – Survey
Build an online survey.
Questions and scoring will be supplied.
Each answer contributes to a total score.
Step 6 – Survey Results
When the survey is submitted:
Save:
Date completed
Total score
Individual answers (if possible)
Automatically place the lead into one of three categories based on their score.
Category A
High Score
Series of emails
Category B
Medium Score
Will get a series of emails
Category C
Low Score
Will get a series of emails

Once complete send a email to our current data base with a link to the new landing page.

SKILL REQUIREMENT

CRM Zoho CRM Zoho One Suite

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Job Post	Reporter	Rank	Reason	Date

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Zoho developer

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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