Zoho salesforceроботи
...IT professional, skilled in Salesforce CRM, to provide various types of support. The scope of this job includes: - Integration: You'll be required to integrate my Salesforce CRM with several other systems we use, including our E-commerce platform, Email marketing service and Customer support platform. Possessing strong experience with these systems and Salesforce integration capabilities would put you at an advantage. - User Training & Support: I need guidance to understand the full potential of Salesforce CRM and how to use it effectively. The ideal freelancer will have a background in training and customer support, able to pass on knowledge to my team. - Data Migration: A big part of your role will surround migrating data from other platforms in...
I'm in need of a highly experienced API developer to design an API for the integration of Zoho CRM and Zoho FSM. The API should include the following functionalities: - Automatic updates Additional important specifications include: - The level of security should be OAuth 2.0. - Automatic update of ZoHo CRM custom field when scheduled installation date changes in FSM. - Automatic update of ZoHo CRM custom fields when Service Appointment completed in FSM. Ideal skills and experience: - Expert knowledge in API development - Strong understanding of OAuth 2.0 - Prior experience in Zoho platform integrations, specifically FSM - Excellent knowledge in data synchronization. Please bid confidently if you are capable of delivering these requirements.
I'm seeking a Salesforce developer proficient in Salesforce Lightning development, with a specific focus on automation. The main goal of this project is to streamline and automate various business processes through the use of Salesforce's Flow tool. Key Requirements: - Proficiency in Salesforce Lightning development - Expertise in Salesforce Flow for process automation Your responsibilities will include: - Understanding the current business processes and identifying opportunities for automation - Designing and implementing efficient and reliable automated workflows using Salesforce Flow - Collaborating closely with our team to ensure the automation aligns with our business needs and objectives Ideal candidates for this project will have: - ...
I am seeking a proficient Zoho developer to implement workflow automation into my current Zoho CRM. The key tasks for this project: * Designing and implementing a seamless workflow automation within the existing Zoho CRM to streamline business operations. Skills & Experience: * Comprehensive Zoho developer experience is paramount. * Proven record of successful implementation of workflow automation. * Proficiency in CRM Development is beneficial. In your application, please include a detail of your Zoho developer experience to demonstrate your capacity to complete this project. Please do not include past work or detailed project proposals, as I am particularly interested in your prior hands-on experience. Your expertise in Zoho is what w...
I'm in need of an experienced Wordpress developer to create a cus...using sms otp. user account to manage appointments and edit acount information. admin login page design- with url modification ( should not be must me appointment plugin cookies plugin yohost plugin deployment upi plugin ( By KnitPay ) zoom intigration sms intigration for otp/and appointment reminders whatsaap intigration for chat social media handels intigration. zoho mail email intigrations for notification notification = paymnet, order confirmation, account creation, password reset, appointment time alerts, meeting alerts. firewal intigragtion deployment on hosting ( digital ocean droplet ) CLOUDFARE SITE BACKUP ON SEPERATE SERVER LIKE DIGITAL OCEAN SPACES (WPVIVID BACKUP ) deploy ssl
...Service (SaaS) licensing. The main functionalities required are: - **Payment Processing:** The portal needs to process payments from our clients. - **License Management:** The portal should manage our SaaS licenses. Ideal candidates for this project should be well-versed in web development, particularly in creating user-friendly and efficient customer portals. Experience with integrating Square and Zoho Books is a plus. It's crucial that the website and portal are secure and scalable. A good understanding of SaaS models would also be beneficial. Additional Requirements IoT Hybrid Solutions Website with Customer Portal for Product License Management and Payment Requirements Documents Project Overview: The project aims to develop a white label website () leveraging
I am looking for a salesforce professional who has enough experience with sending surveys, your task will be to program a flow which should send an email with the survey to the end user, based on user responses, in case of a negative rating, an email should be sent to the coordinator indicating the response data of that survey, everything must be done with declarative tools.
We need help setting up Zoho Thrive. Please do not bid unless you have used Zoho Thrive and know how to set it up.
I need a Wordpress Rest API that can seamlessly integrate with various external systems. - I am looking for a solution that can efficiently handle user authentication and authorization for these systems with...solution that can efficiently handle user authentication and authorization for these systems within the Wordpress environment. - The data synchronization between the systems is also crucial. It should be designed in a way that ensures real-time data updates. This project requires a deep understanding of the Wordpress Rest API, Djangorestframework, and MySQL. Experience in integrating platforms like Salesforce, Shopify, or HubSpot is a plus. A successful delivery will be a fully functional API that is scalable and can handle complex interactions between Wordpress and externa...
I am currently in search of a skilled Salesforce tutor to guide me in the facets of Salesforce's Security and Access. I have existing knowledge and some experience with Salesforce but am eager to enhance my capabilities specifically in Security and Access, where I rate myself as intermediate. To effectively facilitate this, the ideal tutor should: - Be an experienced Salesforce user, preferably holding a certification. - Possess deep knowledge of Salesforce's Security and Access features. - Know how to patiently explain complex concepts to learners of different levels. Looking forward to tutors who can tailor sessions targeting the Salesforce Administrator Examination.
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
I'm looking for an experienced Salesforce expert to create a comprehensive reporting system and dashboard. This system should help me track the effectiveness and progress of my Sales Development Representatives (SDRs) through the sales funnel. Key Responsibilities: - Developing Salesforce reports for tracking key metrics: - Conversion rate from leads to opportunities - SDR Call to Connect - SDR Connect to Appointment Set - Appointment Set to Appointment Held - Appointment Held to Opportunity Converted - Creating a real-time updating dashboard that visually represents these metrics. Ideal Skills: - Proven experience with Salesforce and its reporting functionalities - Ability to create complex dashboards - Understanding of Sales and Sales Funnel Proce...
...Internationalization: The site will be translatable into Portuguese, with potential for further language additions. 4. Platform and Customizability • Content Management System (CMS): Build on WebFlow or a simplified version of WordPress to allow easy content updates • Editable and Scalable: Ensure the site architecture allows for easy updates and scalability by internal teams. 5. Integrations • Calendly and Salesforce: Seamless integration for improved lead management and scheduling. • Form Builder: Integration with a dynamic form builder for customizable form fields. • Heatmaps Tool: Integration for analyzing user interaction and behavior on the site. • Storylane: Embedding demo videos to showcase products interactively. • We have a separate c...
...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 an intermediate level Salesforce user in need of assistance in getting certifications for Salesforce Administrator, Salesforce Developer, and Salesforce Sales Cloud Consultant roles and possibly others for our agency. My main area of focus is practice exams. Your task is to: - Prepare and conduct meaningful practice exams for each certification. - Discuss and clarify complex concepts when required. Ideal candidates should preferably hold the relevant certifications and have a solid understanding of Salesforce's inner workings. Also, experience with Salesforce training or teaching similar courses will be a significant advantage. Your tutoring methodology should be efficient and flexible, targeting key areas effectively and providing compreh...
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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...
I'm seeking a versatile, full-time Internet Marketing team member to aid in various areas, working during US times. As my team member, your primary resp...LinkedIn posts: You'd manage content creation and engagement on our professional LinkedIn profile. - Trade Show Booth displays: Occasionally, you'll assist in the preparation and management of our Trade Show Booth displays. - SalesForce management: You'll oversee customer relationship management using SalesForce. I'm prepared to offer a salary between $500 and $1000/month for this role. Ideal candidates would have considerable experience in social media management, SEO, and advertising—specifically on Facebook, Google Ads, and LinkedIn. Also, proficiency in SalesForce and an unders...
...system with various platforms. Specific platforms such as Salesforce, Mailchimp, and Shopify should be considered. - AI Chatbot Implementation: While the details of the AI chatbot features were not specified, the Go High Level expert will be in charge of incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales funnel management. Furthermore, a keen understanding of CRM systems and chatbot technology is necessary. Experience in system integrations with Salesforce, Mailchimp, and Shopify is a pl...
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.
!!!Must have skills!!! Salesforce Partner Relationship Management experience References, similar projects We need a salesforce commerce expert who can perform the work listed below. Of course, this is a very rough “plan and description” We would like to arrange a non-binding Zoom meeting to talk about our project. In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind. Here you have a first description. This is how I made the advertisement: We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management. 1. the customer makes an inquiry via our ...
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 am creating a student enrolment management system for learning purpose and need guidance of someone who knows about salesforce and have made something like it earlier. It's a very basic project, no experience required, It might not required more than 2 hours of time. If you know about object creation, tabs, profile management, tab and field security, you are welcome to apply for this project.
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 looking for a Salesforce Einstein expert to provide training sessions on Predictive Analytics and Next Best Action features. The ideal candidate will have an intermediate level of expertise in Salesforce Einstein. Key Requirements: - Deliver training sessions focused on Predictive Analytics and Next Best Action features - Intermediate expertise in Salesforce Einstein - Conduct training sessions via Zoom Your responsibilities will include explaining key concepts, providing hands-on exercises, and answering any questions that may arise. Experience in delivering online training sessions is a plus. Please ensure to include your relevant experience, and certifications in your proposal.
...system with various platforms. Specific platforms such as Salesforce, Mailchimp, and Shopify should be considered. - AI Chatbot Implementation: While the details of the AI chatbot features were not specified, the Go High Level expert will be in charge of incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong background in sales funnel management. Furthermore, a keen understanding of CRM systems and chatbot technology is necessary. Experience in system integrations with Salesforce, Mailchimp, and Shopify is a pl...
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 Salesforce developer who specializes in Sales Cloud. The ideal freelancer will possess extensive technical expertise to help with high level customizations, primarily through extensive custom code. Key Activities: - Create custom objects and fields as per unique business needs - Develop automated workflows to improve process efficiency - Integrate Salesforce with existing systems Ideal candidate should have: - Significant experience with Sales Cloud - Profound knowledge in Salesforce customization, particularly custom code - Portfolio of similar projects showcasing ability to implement automated workflows - Experience with system integration in Salesforce Please, only those who meet the above requirements should apply.
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 an experienced Salesforce API professional to assist me with integrating Salesforce into a third-party application, specifically Nice and contact. The primary objective of this project is to establish a basic data exchange level between Salesforce and Nice and contact. This will involve setting up the integration and ensuring that data flows smoothly between the two platforms. Key requirements and responsibilities: - Setting up and configuring the Salesforce API to enable data exchange - Establishing a basic level of integration with the third-party platform - Ensuring that data is accurately and reliably exchanged between Salesforce and Nice and contact The ideal candidate for this position should have: - Extensive experience wi...
I'm seeking a Salesforce Developer expert for a critical project. We are in the process of integrating Salesforce Sales Cloud with our ERP, Finnegans. **Project Details:** - The integration is already in development but needs completion. - We have detailed documentation outlining all the requirements for the integration. **Requirements for the Freelancer:** - Proficient in Salesforce Sales Cloud and Finnegans ERP. - Expertise in REST APIs, especially within the context of Salesforce. - Proven experience in completing complex integrations. - Ability to pick up from where the previous developer left off, address any challenges, and ensure a smooth and successful integration. **Current Status of the Project** We have developed Apex Classes and Integration...
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've set up an http callout to my own API in Salesforce, triggered by editing a custom account field. The data format for the callout is JSON, and I want to send the account's ID along with the edited field value to my API. I'm seeking a Salesforce IT expert to guide me through the correct configuration in Salesforce Flow Builder. This is a small task and can be resolved with a short remote session. Key requirements include: - Solid understanding of Salesforce Flow Builder - Proficiency in configuring http callouts - Experience with JSON data format in Salesforce Your help will be appreciated to ensure the successful implementation of this feature.
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,...
