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I'm currently looking for an expert in Zoho Email Notifications to assist with a specific problem I'm facing. I have an automation in place for new order notifications that should send an email to me immediately when an order is placed, but this is not currently working. Your primary task will be to investigate and identify the root cause of this issue, then implement a solution that will ensure email notifications are sent promptly upon new order placement. Skills needed: - Strong understanding of Zoho Email Notifications - Expertise in email automation - Troubleshooting and problem-solving abilities - Excellent communication skills and professionalism Your successful work on this project could lead to more collaboration in the future. I look forward to your b...
We have one zoho landing page with content and form not aligned properly it need small improvement .
I'm seeking a skilled bookkeeper with experience in Zoho to help manage the financial aspects of my small business. Your responsibilities will include: - Regularly reconciling accounts, ensuring they are accurate and up-to-date - Categorizing transactions correctly for clear financial tracking - Generating financial reports for analysis and decision-making - Offering insights and suggestions for financial improvements This role would suit an individual with: - Strong bookkeeping skills and experience, ideally with small businesses - Proficiency in Zoho, or similar bookkeeping software - Excellent attention to detail, analytical skills, and a problem-solving mindset - The ability to communicate financial information clearly to a non-finance professional
...portfolio to demonstrate expertise in WordPress and responsive design. - Proven expertise with WordPress and familiarity with BeTheme. - Highly proficient in CSS, with a keen eye for detail in visual design. - Experience managing WordPress child themes and working with the Revolution Slider. - Capability to integrate and manage multiple plugins ensuring seamless functionality. - Previous experience with Zoho integrations and contact forms is highly desirable. - Knowledge of SEO best practices is a plus. Expectations: - No on-the-job learning; applicants should be well-versed and experienced in the listed technologies. - Efficient management of time and tasks, with a proactive approach to project handling. - Excellent problem-solving skills and the ability to adapt quickly to ne...
I'm looking to embed an amortization Calculator within our Accounts Module in Zoho CRM. We would like it to function exactly like this example. We would like the results of the calculator, including the amortization schedule, to be added to feild/tables within the account module of zoho Crm. Can anyone help? We are zoho one subscribers.
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On a mission to streamline my business processes, I need a skilled Zoho CRM developer with a sharp eye for automation who can set up and optimize my sales initiatives. Primary responsibilities will include: - Setting up automation for sales in Zoho CRM, specifically focusing on email campaign operations including the creation of relevant triggers. - Building a blueprint to better manage sales pipeline tracking, lead management, and contact management within the CRM. Desired Skills: - Proficient in Zoho CRM and its specific functionalities. - Expertise in email campaign automation, ideally in Zoho. - Deep understanding of CRM lead scoring and routing. - Experience setting up triggers based on specific actions or events. - Strong knowledge of personalizing e...
Necesitamos implantar en la empresa la solución de Zoho One, el módulo de expenses. Se trata de crear los procedimientos, metodos, herramientas necesarias para este módulo en la empresa.
Necesitamos la implantación y configuración de los procedmieintos de zoho people para el uso de la empresa.
Implantación de zoho Desk. Creación de los procesos y automatizaciones para el correcto uso de las herramientas dentro de la empresa.
1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to...function should dynamically pull data from the account database and populate the ticket fields according to the values entered. It is important that we have a solution that is directly usable with no modifications needed apart from inserting our specific IDs for fields/modules etc. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Campaigns, ...
I'm looking to hire someone who can create a zoho desk addon which can print a small summary of the ticket current ticket information, including a QR code with the ticket number. We will then print the summary on a small label. The fields I need are: Subject Account Name: Contact Name: Date Created: Ticket Number: QR code The ideal freelancer for this project should have proven experience in Zoho Desk, and API integration. They should also have sound understanding of data handling, as sensitive information could be involved. Please provide examples of similar projects you have done in the past.
I'm looking to hire someone who can create an Excel VBA workbook to seamlessly integrate with my Zoho Desk setup. This workbook should be specifically engineered to perform the following: - Retrieve the required information from Zoho Desk tickets upon pressing a button inside Excel. Specifically, I need someone skilled in Excel VBA programming and API integration work to: - Design a user-friendly interface in the workbook where one can press a button to initiate the retrieval of ticket information. You should be able to retrieve the latest ticket, and then have two more buttons to go to next & previous tickets. - Implement secure API connections to Zoho Desk to enable the retrieval of ticket information usuing oauth. The fields I need are: Subject Account ...
I'm looking for a professional who can help me set up an effective Zoho email campaign system. The core goal of the campaign would be to increase product sales, with a specific focus on middle-aged adults (35-54 years). Key Responsibilities: - Utilize the Zoho Campaigns platform to design and set up a series of targeted email campaigns. - Ensure the content and messaging is tailored to resonate with middle-aged adults and drive sales. - Implement a tracking and analysis system to monitor the performance of each campaign and provide insights for future improvements. Skills and Experience: - Proficiency in Zoho Campaigns, with a proven track record of setting up successful email campaigns. - Strong understanding of email marketing best practices, particularly in t...
...freelancer to provide comprehensive training and integration of ZOHO Books into our business operations. Here are our primary needs: - Setting up ZOHO Books account: We are starting from scratch and need assistance in setting up our ZOHO Books account correctly. - Importing and managing data: As a business, we handle a vast amount of data that needs to be imported and managed efficiently. A vital part of this task will involve teaching our team how to do this. - Customizing reports and dashboards: We want to maximize the utility of ZOHO Books' reporting and data visualization features. We need someone who can customize these elements for us. Our team is composed of 1-10 employees, all at an intermediate level of proficiency with ZOHO Books. It...
I'm in need of a Zoho web application that will act as a data management tool, primarily focusing on data entry forms and data import/export. Key Features: - Web-based Zoho app - Focus on data management - Data entry forms - Import/export functionality Ideal Skills: - Proficient in Zoho app development - Experience in web app development - Skilled in data management, particularly data entry and import/export functionality - Strong understanding of UI/UX for form design and data presentation Please note that the specific data management features are still being refined, so flexibility and the ability to adapt as requirements evolve will be highly valued.
...looking to set up a Zoho Portal that allows users to create emails using their custom domain and integrate them with Zoho Sheets. The goal is to replicate the functionality of an existing Google Apps Script that forwards emails to Google Sheets. The freelancer will be responsible for configuring the Zoho Portal, setting up email forwarding, and integrating Zoho Sheets to achieve seamless email-to-sheet automation. **Prerequisites:** - Access to Zoho Mail and Zoho Sheet. - A custom domain configured with Zoho Mail. - Basic knowledge of Zoho Mail, Zoho Sheet, and email forwarding. **Scope of Work:** 1. **Zoho Portal Setup:** - Configure the Zoho Portal to enable email creation using the custom domain. -...
We are seeking an experienced developer to integrate OpenAI GPT into our existing database system (Zoho CRM) to enable natural language queries for investor searches. Users on our website will describe their company and transaction details, and the GPT will summarize and request additional information. Based on this, the GPT will score investors using a customizable algorithm and provide a CSV list of the top 100 matches. Users interested in further details must sign an NDA and fee agreement via an automated system, with their information and preferences automatically transferred to our CRM database. Key Project Details: User Interaction on Company Website: Users will describe their company and transaction details on our website using natural language queries. The GPT will genera...
Phase 1: Integration and Automation of Zoho Books and Zoho Inventory ● Objective: Establish robust integration between Zoho Books and Zoho Inventory for streamlined financial management. ● Tasks: 1- Chart of Accounts Mapping: Link the chart of accounts in Zoho Books to corresponding inventory items in Zoho Inventory for accurate expense and income tracking. 2- Automation of Sales Invoice Processing: Develop workflows (using Zoho Flow) to automatically record sales invoice details: 2.1- Delivery service costs based on chosen service (integrate shipping carrier accounts if applicable) 2.2- Payment processing fees associated with different platforms (integrate payment gateway accounts) 3- Testing and Validation: Conduct thorough testing to en...
I am in need of a Zoho Creator app that will streamline data management and analytics for my small business. Key Features: - **Data Entry Form**: I require a user-friendly interface for inputting data into the app. - **Reporting and Analytics**: The app should be capable of generating useful reports and providing insightful analytics based on the data entered. - **Workflow Automation**: I need the app to automate certain business processes to improve efficiency. Platform Accessibility: - The app should be accessible on: - Web browsers - Mobile devices (both iOS and Android) - Desktop applications Ideal Skills: - Proficient in Zoho Creator app development - Experience in designing intuitive and professional user interfaces - Strong background in data analytics and r...
I'm seeking a skilled freelancer to revamp and expand my current website on Zoho Sites. The main tasks include: 1. Redesigning the existing layout: I'm looking to modernize the design to improve aesthetics and user experience. 2. Addition of new sections: Details on these new sections will be provided later, but be prepared to integrate them smoothly into our new layout. 3. Improving performance: The website's loading times need reduction and optimization for mobile compatibility is paramount. The website currently has less than ten pages. Ideal skills include proficiency in Zoho Sites, graphic design capabilities for layout changes, and an understanding of website performance optimization techniques. Taking this role means you will need to be commu...
...- Data Entry: You will be required to assist with data entry tasks, ensuring accuracy and attention to detail. ZOHO Expertise: - Familiarity with Zoho CRM, Zoho Books, and Zoho Creator is a must. If you have experience in other Zoho applications, this would be a great advantage. Communication: - As for communication, I prefer to use a mix of Email, Phone, and Instant Messaging. You should be comfortable and proficient in using these tools to maintain a smooth and efficient workflow. Ideal Skills and Experience: - Proven experience as a Virtual Assistant in a similar role - Fluent in English and Spanish, both written and verbal - Proficiency with Zoho CRM, Zoho Books, and Zoho Creator - Excellent organizational and time managemen...
I'm in need of someone to assist with creating daily/weekly journal entries in our Zoho Books accounting software. Key Responsibilities: - Record a Journal for each business day that summarizs the payment transactions of the day (cash, credit card, bank transfer etc) Ideal Candidate: - Proficient in Zoho Books software. - Strong understanding of basic accounting principles. - Experience with creating journal entries. - Reliable and able to deliver entries on a weekly basis.
...- Data Entry: You will be required to assist with data entry tasks, ensuring accuracy and attention to detail. ZOHO Expertise: - Familiarity with Zoho CRM, Zoho Books, and Zoho Creator is a must. If you have experience in other Zoho applications, this would be a great advantage. Communication: - As for communication, I prefer to use a mix of Email, Phone, and Instant Messaging. You should be comfortable and proficient in using these tools to maintain a smooth and efficient workflow. Ideal Skills and Experience: - Proven experience as a Virtual Assistant in a similar role - Fluent in English and Spanish, both written and verbal - Proficiency with Zoho CRM, Zoho Books, and Zoho Creator - Excellent organizational and time managemen...
I am looking for Zohobooks expert to analyze the bookkeeping done by another accountant. He has migrated data from GNUCash to Zoho Books, I want you to analyze the data, chart of accounts and way of accounting used to confirm that proper bookkeeping has been done. This should be a quick job for an experienced accountant, you will need to come on a call and analyze the records.
I am looking to generate an Inventory Forecast Report like how much quantity of which Items needs to be ordered for the expected requirement of next 3 months, based on the following data from ZohoBooks: 1. Item-wise Sales quantity trend for the last 6 months. 2. Expected Delivery Date (EDD) of the Purchase Orders booked in ZohoBooks with Status as "Issued" 3. Item-wise Accounting Stock in hand as on date in the ZohoBooks
1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according...corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Campaigns,...
I'm seeking a skilled MEAN Stack developer to improve our existing web application. Your tasks will involve multiple areas including: - Modifying existing features for better functionality - Reworking the user interface - Enhancing performance - Refactoring and remediation activities The developer should be proficient in using Git and Azure DevOps, Zoho services (subscriptions, CRM), Firebase and have previous experience with Azure resources. A working knowledge of Agile or Scrum methodologies, unit testing and code coverage is also required. It's important that you have proven experience with both the front and back-end of web development, as this is a full-stack position. While it's not required for this job, experience with e-commerce functionality, social netwo...
Hi Tahir I., I noticed your profile and would like to offer you my project. We can discuss any details over chat.
I'm looking for an experienced professional who can help me optimize my Zoho setup. Here's what I'm looking for: - **Features**: The Zoho setup should include robust features for contact management, deal tracking, and email marketing. This is essential for our brokerage operations. - **Team Size**: The setup should cater to a team of 1-5 members. The interface should be user-friendly and intuitive for our small team. - **Integration**: I need this setup integrated with a phone program. The ability to sync data seamlessly across these platforms is crucial for our workflows. Ideal candidates for this project are those with a proven track record of setting up Zoho for real estate or similar industries. You should be proficient in customizing CRM systems a...
This is a Fulltime Project for Someone Speaking Excellent English And Spanish. 30-40 Hours A Week Hi, I am looking for a virtual assistant that is bilingual in Spanish and English and is available to work from 9am PST until 3 or 5pm PST Monday through Friday for a doctor's office long term (>12 months). Must have reliable internet. Duties include - data entry - translating over the phone - ...like program You will have weekly meetings to answer any questions with the doctor (who is also bilingual). You will have access to a mentor/support team. You will be given scripts to use and specific questions to ask. You do NOT have to: scribe, create social media, create marketing emails, code, create graphics. You do NOT need to have any previous healthcare experience. You will be ...
We are looking for a Zoho consultant with expertise in building applications using Zoho Creator. Should understand Zoho CRM functionalities. Please apply only if you have worked with Zoho Creator applications before. The project is to build a few custom functionalities using the Zoho Creator application.
...work. Thanks I'm seeking an experienced freelancer to build a comprehensive Zoho dashboard specifically tailored for my existing business. This dashboard should facilitate effective daily analysis of certain key aspects in relation to the business's financial and operational data. Key Responsibilities: - Design and configure a Zoho dashboard that tracks and analyzes our revenue, expenses, and any patterns in our sales and customer relationships. Ideal Skills: - Zoho dashboard configuration - Zoho analytics - Data Visualization - Financial Accounting knowledge - Understanding of CRM data The ideal freelancer for this project should hold considerable experience in creating business analytics solutions with Zoho. A keen understanding of f...
I'm looking for an expert who can setup ZOHO One along with various applications including Books and Projects. Here's what I need specifically: ZOHO Books: - Invoicing: Setup my invoice system in such a way that it's easy to use and efficient. - Expense tracking: I need help to setup a system that can accurately track all my business expenses. - Inventory management: I want a solution that provides me with real-time inventory data. Ideal Skills: - Extensive experience with ZOHO One (Books and Project setup). - Ability to customize features for our specific needs. - Excellent communication and understanding towards clients' requirements. - Proven record in setting up efficient and user-friendly workflows. Your bid should include a plan of ac...
...plan. I am using Zoho CRM Contacts module to capture all merchant information, including payments and delivery details. For most of the integrations with other common apps I am using Zoho Flow. As part of the payments, I am using Curlec by Razorpay (Curlec) to collect once off payment (for full upfront for hardware) as well as recurring payments (monthly data connectivity) via direct debit. Curlec obviously is not in the list of supported apps in Zoho Flow but they do have APIs. I want to be able to: 1) Push information to Curlec's direct debit authorization form (so the merchants don't have to key in the details again) such as merchant name, bank name, bank number, etc. 2) Pull information from Curlec once direct debit authorization is completed to be up...
I'm looking for someone who can help me build custom workflows in Zoho Creator, as well as integrate it seamlessly with my WordPress website. Key Responsibilities: - Develop custom workflows within Zoho Creator to streamline processes and enhance efficiency. - Integrate Zoho Creator with WordPress to enable smooth data flow between the two systems. Skills and Experience: - Proficiency in Zoho Creator is a must. - Prior experience in building custom workflows and system integrations. - Familiarity with WordPress and understanding of data management in WordPress. - Strong troubleshooting and problem-solving skills.
We are a SAAS based application looking for Digital marketing agency or team to help us with below. The teams has to mantaoin ZOHO PLUS CRM for Lead, sales, banner, etc. Including 1. *Social Media Marketing (FB, IG, X, TT)* NO VIDEOS ONLY POSTS task create account Posts , Picture / Images Post Quantity : ( 5 Post weekly) 2. *SEO Marketing* NOT WRITING BLOGS We have around 700 blogs already written ONLY SEO is required to do TASK keyword, Metatag, Imagetag, SEO Quantity : ( 2 Post weekly) 3. *COMMUNITY & PRODUCT BUILDING Marketing* TASK Mantaining DISCORD, QUORA Q&A, trustpilot, google reviews Reviewing and Mantinaing on G2, Appsumo. 4. *EMAIL MARKETING* we can use sendgrid (paid) or GOOGLE Business Mail or some other external application TASK Target 1200 - 1500 e...
...with the integration of Shopify and Zoho Inventory/Books. I have an inventory of approximately 30 active products. I believe all of the data is correct such as the SKU numbering etc. I have already made an attempt to synchronise the two applications but I did not manage. I want the integration to be made with the in built facility that Zoho provides. I do not want to use Zoho Flow or another similar application to achieve this. When the synchronisation is complete. We need to run some tests to make sure that every product and every order that is made on my Shopify website is working correctly. It will likely be a good idea that we sync a one product order as a test. I need to be very well advised if we need to make any changes to my Items/Products in Zoho...
PROJECT - ...Australia). Your task will be to generate quality leads to expand our retail distribution network within Australia. Skills and Experience: - Proven experience in lead list generation, particularly in the beverage manufacturing or similar industry. - Strong experiencing in scraping quality data. - Zoho CRM competency Key Responsibilities: - Identify potential retailer leads nationally from our list of industries - Create lead lists. - Scrape data to populate all the contact information. - Enter into our Zoho CRM We need someone fast, accurate and keen to work. We want you to identify the potential leads, enter them into our CRM, add their phone, email, address, contact name if available, social media links if available. We would like you to price this proje...
Hi, I am looking for a virtual assistant that is bilingual in Spanish and English and is available to work from 9am PST until 3 or 5pm PST Monday through Friday for a doctor's office long term (>12 months) There are retention and production bonuses paid. Must have reliable internet. Duties include - data entry - translating over the phone - cal...like program You will have weekly meetings to answer any questions with the doctor (who is also bilingual). You will have access to a mentor/support team. You will be given scripts to use and specific questions to ask. You do NOT have to: scribe, create social media, create marketing emails, code, create graphics. You do NOT need to have any previous healthcare experience. You will be using Zoho. Must sign BAA for HIPAA...
I'm seeking a Zoho CRM expert who can help with sales automation. - Implement Lead Scoring and Distribution: I need a professional who can assist in setting up a lead scoring system to help prioritize and distribute leads effectively. - Improve Sales Pipeline Management: A crucial aspect of this project is to enhance our sales pipeline management. The ideal candidate should have extensive experience in setting up pipelines, stages, and automating tasks within Zoho CRM. To qualify for this project, you must have a proven track record in Zoho CRM implementation and specifically in sales automation. Your expertise will be instrumental in helping us streamline our sales process and enhance our overall efficiency. Prior experience in lead scoring and distribution i...
I'm looking for a marketing professional who can assist in a variety of tasks, with a focus on both B2C and B2B audiences. The primary goal is to increase brand awareness, generate leads, and drive website traffic. Key Responsibilities: - Social Media and Digital Paid Ad Management: Regular posting on various platforms, engaging with the audience, and monitoring trends. - Conte...tools to manage, analyze, and engage our customer base. The ideal candidate should have: - Excellent English communication skills (both written and verbal) - Proven experience in social media management, content creation, and eDM campaigns. - Strong understanding of SEO practices. - Proficiency in Wordpress. - Ability to work effectively with both B2C and B2B audiences. - Experience with CRM tools (Zoho...
I'm currently looking for a highly skilled freelancer with comprehensive knowledge in Zoho CRM, marketing automation, Zoho One and integration with third-party applications. The main tasks to be performed are: - Configuring a tailormade CRM workflow that fits our business needs. - Setting up advanced email marketing automation. - Integration with external third-party applications. - Overall setup of Zoho products. The ideal candidate will have a previous history of setting up Zoho software. We aim to launch this project in the next week, so promptness and reliability are essential. Proactive suggestions for improvements based on your knowledge and experience are also welcome. Join us in taking our CRM to the next level! Skills in Deluge is Zoho's on...
...serves as an online store. This project involves connecting the website to various Zoho applications to ensure seamless operation and data management. Key Functionalities Required: - E-commerce Functionality: The site should allow users to browse products and services, add items to cart, and make secure online payments. - User Registration and Login: To facilitate a personalized experience for customers, the site must have a user registration and login system. - Multilingual Content Management: The website should be able to display content in both English and Spanish, making it accessible to a wider audience. Ideal Skills and Experience: - Proficiency in Zoho Integration: As the website needs to connect to Zoho Commerce, LandingPage, PageSense, and Marketing A...
I'm seeking a proficient virtual assistant to handle both sales and administrative tasks. The role will primarily involve making outbound sales calls and managing appointments. Tasks to be accomplished include: - Making sales calls: Prior experience in ...coordination of sales activities. - Additional administrative tasks: There might be occasional data entry and administration assistance as well. Ideal candidate should have: - Proven experience in telemarketing and sales, especially B2C. - Excellent organizational skills and attention to detail to efficiently schedule appointments and manage the calendar. - Familiarity with Google Calendar and Sheets. - zoho crm Your support will be instrumental in ensuring that our sales functions run smoothly and appointments are efficie...
This is for healthcare and is like an electronic medical record. This does NOT involve pork, profanity, music, tobacco, alcohol, pornography, religion or drugs. You will be paid for your ability to connect all the apps, create automations, and when needed code connections with workflows. Timeline: 4-6 weeks You will be paid a on...tobacco, alcohol, pornography, religion or drugs. You will be paid for your ability to connect all the apps, create automations, and when needed code connections with workflows. Timeline: 4-6 weeks You will be paid a one time fee to make the project and a quarterly maintenance fee, as well. QUESTIONS 1. How many projects have you built with Zoho? 2. How many have been in the healthcare space? 3. Please send me any links/urls to see your past wo...
I need a talented and seasoned designer to provide extensive email design services. My requirements include: - Creating engaging newsletter templates - Crafting compelling graphics for email campaigns - Handling triggers, automations, subscriber lists and segmentation The designer should be comfortable working with either Zoho Campaigns or Campaign Monitor platforms. Experience with these platforms is highly desirable. The ability to perfectly blend in our brand into designs is equally crucial. Furthermore, the ideal candidate will have the ability to switch up the design style based on the job requirements whether it's a clean, modern design or something colorful and vibrant. So, flexibility in terms of design style is key. If you have managed the design aspect of compre...
I'm in need of a Zoho Creator developer to create custom workflows within my Zoho Creator workspace. Key Responsibilities: - Develop and implement custom workflows within Zoho Creator with the primary goal of automating our business processes. - The level of automation required is intermediate, meaning the workflows will need to be triggered based on specific conditions set by user input. Ideal Candidate: - Proficient in Zoho Creator and experienced in creating and implementing custom workflows. - Strong understanding of business processes and the ability to translate them into automated Zoho workflows. - Experience with intermediate automation, such as conditional workflows based on user inputs. - Excellent communication skills to understand ou...
I hope this email finds you well. We are excited to announce a job opportunity at our n...GST regulations and file timely GST returns. Prepare financial reports and statements for review by management. Requirements: Proven experience in bookkeeping and GST compliance, Strong understanding of accounting principles and GST regulations. Proficiency in using accounting software, preferably Zoho. Excellent attention to detail and organizational skills. Preferred Qualifications: Certification in accounting or related field. Prior experience with Zoho accounting software as i want start with zoho it seems. If you are a dedicated and skilled individual with a passion for numbers and compliance, we would love to hear from you. We have just started a new proprietorship b2b and b...
