Zoho salesforceprojekty

I am looking for a freelancer to customize my Zoho CRM for Sales, Reporting, and the process I follow for my business. I need someone who is experienced in Zoho CRM customization and can work quickly, as I need the customization completed within a week. Here is a summary of my requirement, I have personally worked with Zoho and customized our CRM, what we need here is someone with expertise. Sales module with Leads, deals, and accounts Reporting and dashboard with the various parameters discussed Individual performance parameters have parameters trackable on a daily basis. Permissions for Different users for view/Edit rights. Integration with Whatsapp Integration with Quickbooks - Ideal skills and experience: - Expertise in Zoho CRM customization, specific...

I am setting up Salesforce. I need help with a few things. 1 - I have a custom object called 'Bid Owner'. I want to remove this object and replace all instances of it with the standard 'Opportunity Owner'. This will impact Opportunities and Calendar. Also get rid of the custom object "Bid Date" and replace it with the standard "Closing Date". 2 - Upload email attachments with the Salesforce Gmail extension. I would like it to work from generating a new opportunity, or from logging the email. 3 - My Quotes tab needs to be set up completely. 4 - I put my bids from the email in Opportunities. They go from there into the Calendar. a - I can't figure out how to send the Opportunities to Quotes so that the bid is removed from Op...

I am looking for a freelancer to help me integrate the calls module in ZOHO community. The ideal candidate should have experience in ZOHO applications, specifically in CRM and SalesIQ. Customizations to the standard ZOHO CRM integration are not required for this project. The primary goal of the integration is to log phone calls. I need server side code that will get call information and log all this records to ZOHO calls module.

CRM Enhancement I am looking for a freelancer who can help me enhance my current CRM system. I am interested in adding the following features: - Sales pipeline management - Customer segmentation - Automated email campaigns Ideally, the freelancer should have experience working with one of the following CRM systems: - Salesforce - HubSpot - Other (please specify) The primary goal of this project is to: - Increase sales - Improve customer retention - Streamline internal processes If you have experience in CRM enhancement and can help me achieve my goals, please submit a proposal.

I am looking for a freelancer who can help me integrate my WHMCS with Zoho CRM, Zoho Books and Zoho Inventory. The ideal candidate should have experience in integrating WHMCS with Zoho applications. The end goal is to use zoho desk to manage whmcs tickets and have all the sales and users synced with zoho books and crm etc... Functionality: - Use Zoho Desk to do the ticket in whmcs - Sync all customer data between WHMCS and Zoho - Sync sales / invoicing in Zoho Books If you have experience in integrating WHMCS with Zoho applications and can fulfill my specific customization requirements, please apply for this project.

looking for an experienced SFDC developer to help me build reports and a dashboard to analyze sales data. Specifically, I want to track revenue, pipelines and win/lost metrics and display them in a chart format on the dashboard. The ideal candidate should have the following skills and experience: - Proficient in Salesforce Development - Experience building reports and dashboards in SFDC - Strong understanding of sales data and metrics - Knowledge of chart formatting and design If you are confident in your abilities to help me achieve my goals, It's a very urgent project I need to done within 24 hours and my budget max 65SGD fix budget also deadline fix

We are seeking a skilled Zoho CRM Expert to join our team. If you have a strong background in Zoho CRM administration and customization, we want to hear from you. Your role will involve optimizing and maintaining our CRM system to meet our business needs efficiently. Responsibilities: Administer and configure Zoho CRM to streamline workflows and improve sales processes Customize Zoho CRM modules, fields, and layouts to align with business requirements Develop and implement automation workflows and business rules within Zoho CRM Integrate Zoho CRM with other business applications to ensure seamless data flow Train and support users on Zoho CRM functionalities and best practices Monitor system performance, identify issues, and implement nece...

I am looking for an experienced SFDC developer to help me build reports and a dashboard to analyze sales data. Specifically, I want to track revenue, pipelines and win/lost metrics and display them in a chart format on the dashboard. The ideal candidate should have the following skills and experience: - Proficient in Salesforce Development - Experience building reports and dashboards in SFDC - Strong understanding of sales data and metrics - Knowledge of chart formatting and design If you are confident in your abilities to help me achieve my goals, please submit your proposal. I need it by 24 May 10am SGT. Thank you.

I want to get help on the inventory system

I'm looking for a Salesforce Developer who has good experience in Marketing Cloud.

As per attached I need to validate my domain on ZOHO Must be a ZOHO expert

We are a headstone restoration company that is looking to expand. Most of our customers message us through our Facebook page, and we have some contacts from our shoplift store. We would like to use SalesForce or a similar system that will take FB Messenger, our website / emails and possibly our accounting software XERO, and streamline our whole process. We are wanting to hire staff so we want them to have their own account on salesforce where they can manage their customers, add tags to each job and for automation to take place.

Hi, My client site is www.zenhome.asia. It is currently at Shopify. They are looking for an expert to EITHER enhance the current shopify site OR move it to Zoho site. If you are interested then please mention following 1) No of Yrs experience in Shopify, number of implementations done. Also, your top 5 visually startling Shopify implementations link to check the creative output. If used themes then also mention it. 2) No of Yrs experience in ZOHO sites, number of implementations done. Also, your top 5 visually startling Zoho Sites implementations link to check the creative output. If used themes then also mention it. 3) Your per hr rate

I am setting up a calendar showing projects to be completed each day. I can't get an "Bid Owner" field to show up as an option in the "apply a filter" field.

I am looking for a freelancer with experience in converting HTML5 websites to the Zoho Sites platform. I have access to the current website's files, and the job is to convert the existing sites as is to Zoho Sites platform. No modifications are required from the current website. There are approximately 15 pages. Ideal Skills and Experience: - Experience in converting HTML5 websites to Zoho Sites platform - Proficient in HTML, CSS, and JavaScript - Experience in designing and customizing websites on Zoho Sites platform - Strong communication skills to understand my specific requirements and provide guidance if needed. Please include your experience in your application. Thank you.

Healthcare aggregating services from Healthcare providers,insurance comapnies and NBFCs using ZOHO CRM and ZOHO creator

i need a wordpress agency to convert my web design into Wordpress and develop its pages. i will provide you figma designs, its almost 12 pages, ebooks, blogs and contact form also i need integration with zoho CRM for contact forms. the resources/ebooks will be sent to users via zoho campaigns so need its integration aswell. website has to be mobile responsive and fully tested for security only expert wordpress agencies bid, write PRO in start of your bid budget $100 time: 15 days

I am looking for a freelancer who can help us improve our lead flow in Zoho CRM with an SMS qualification process. Our current lead flow process is manual, and we currently use SMS integration with Zoho CRM and Twilio. We want to implement a combination of both automated and customized responses based on lead data to improve our lead flow process. Please see the attached document for more information. Ideal skills and experience for this job include: - Experience with Zoho CRM and SMS integration - Expertise in lead flow optimization - Ability to create and implement customized SMS qualification processes - Knowledge of automation tools and techniques - Strong communication and collaboration skills to work with our team. If you have the skills and experienc...

I am looking for a freelancer who can help migrate our client records from PracticeMaster to Zoho CRM Deals. The ideal candidate should have experience in Zoho data migration and be able to provide detailed project proposals for the job. The data to be migrated includes complete client records, including Client data, journal records, and file folders. We want the data to be organized in Zoho CRM by Clients' names and Deals by Matter. See attached document for more information. If you have experience in data migration and are proficient in Zoho CRM Deals, please submit a detailed project proposal for consideration.

Project Title: Get Paying Users to Website Website: which offers legal analysis for lawyers using GPT. Product is built and works, but some planned expansion is desired. See attached document for more information on goals. Ta...success, and the ability to create compelling copy and messaging. Familiarity with marketing automation tools and CRM systems is a plus. My budget is for three months, to be used how you see fit to generate $1,000 per month in paying customers. My target market is attorneys. This product is not available to the public due to licensing laws. You will be given access to the website, the product via Zoho Creator, and my 13,000 email list with Clickback. The project will have monthly milestones to support positive progress towards paying customers.

My business is running on Zoho Books, and I'm looking to get some customisations done so that it meets my exact requirements. I'm looking to have a customized invoice template designed. Ideally, I'd like all this done within a week for a quick turnaround, but I'm open to suggestions on scheduling and timelines if need be.

I need an Apex Invocable Action created to create records for Quote Lines. The newly created records will need to have some required fields and some optional fields populated. The ideal freelancer will have experience creating Apex Invocable ActionsApex and be familiar with the Salesforce platform. Familiarity with creating records for Quote Lines is a plus.

Need 'Zoho creator' developer from India to make Zoho small software using Zoho creator and integrating with Zoho books and Zoho CRM and Inventory.

I am looking for a freelancer to help me with a Wordpress site makeover. The main goal of this project is to update the design and branding of the website. I have specific requirements in mind for the design elements and br...followed. The deadline for this project is 1-2 weeks. Ideal skills and experience for this project include: - Proficient in Wordpress - Strong graphic design skills - Extensive experience in branding and website design - Ability to work efficiently and meet tight deadlines This is a website build in wordpress I need the article to be display as another website Just need to add horizontal and vertical scrolling bar so that page size do not increase if post count increases

I am looking for a freelancer to help with my bookkeeping. I am currently using Zoho Books, so I need someone with the expertise to manage it. Specifically, I need help with bank reconciliation, as well as occasional reports and analysis. Ideally, I would like to find someone who is reliable, experienced and knowledgeable to help with my bookkeeping tasks.

We need Salesforce LWC experienced developer to work for 1 hour a day remotely. We will give 15 to 18k per month

...Assistant to support our Executives and Executive Assistant with administrative tasks. This full-time position requires excellent skills in organization, communication, and data management. Proficiency in Google Suite and Salesforce CRM is preferred. Tasks include: Data entry and management, including cleansing and recommendations for better Salesforce data management. Market and data research. Basic bookkeeping. Email management (experience with Frontapp is a plus). Other general administrative tasks as needed. Job Requirements: Proficiency in Google Suite. Experience with Salesforce CRM. Excellent written and verbal communication skills. Strong organizational skills and attention to detail. Experience with administrative tasks. Basic bookkeeping knowledge is a ...

Zoho Qntrl Task Management Project I am looking for a freelancer to help me with my Zoho Qntrl task management project. My primary goal is task management, and I am an advanced user of Zoho Qntrl. I do not require integration with other software or tools as I am looking for standalone usage. Ideal Skills and Experience: - Advanced knowledge of Zoho Qntrl task management - Experience with project management and task delegation - Excellent organizational and time management skills - Ability to communicate effectively and work collaboratively with team members.

.....), Java SE Java 8 & 11 (collections, multi threading, reflection, generics, exception handling, streams, OOPS) - Java EE, Wildfly - Expert with 3rd party integrations - Build tools Gradle, Maven - Skilled in handling DevOps tools such Bit-bucket, Docker, and Jenkins - Shell script, Prometheus, Ansible, Sonarqube, Jenkins, Nginx - working with databases like Postgresql & Flyway - Salesforce(SOQL/SOSL, salesforce objects) - Java Mail - Message Queues (Rabbit MQ, Tibco, Azure service bus, IBM MQ) - SQL (POSTGRESQL, Oracle,...) and NO SQL (Couchbase, Mongo), Snowflake DB - OAUTH 2.0 for Azure and Google services - Selenium - Random fake data generation - API Testing (Rest, Soap) - Cloud services: AWS (S3, Dynamo DB, Cloud watch events, Lambda, Amazon MQ) and Azure (C...

We need to create a small project to do a POC on ZOHO Creator

I am looking for a freelancer to implement Zoho One apps for my real estate company, specifically CRM, Sites, Contract Management, Finance, and Flow. The ideal candidate should have experience in Zoho One implementation and be able to provide relevant past work examples. I am looking for the project to be completed within 1-3 months.

I am looking for a freelancer who can help me with Salesforce Conga Template Work. Specifically, I need someone who can create new templates for my organization. The templates should include both standard and custom fields, and I need 1-3 templates created. Ideal skills and experience for this job include: - Experience with Salesforce Conga Template Work - Knowledge of standard and custom Salesforce fields - Attention to detail in creating templates - Strong communication skills to ensure the templates meet my organization's needs.

I am in need of a Salesforce Marketing Cloud developer to assist me with email campaigns and automation. I already have a fully set up account, so the developer will not need to set up the account. The ideal candidate will have intermediate expertise in Salesforce Marketing Cloud. The specific tasks that the developer will need to perform include creating and managing email campaigns, designing and implementing email automation, and optimizing email performance through reporting and data integration. Experience with landing page and form creation is a plus.

we use the Not for Profit Saleforce software as a membership database through our website. we need bugs fixed, our livery updated and it streamlined with Xero.

We have been looking at Zoho One for our ERP system and it seems to fit our needs well, with one big exception. The Zoho Inventory UPS integration will not fit our needs. We want the ability to print a label with one click directly from the shipping module. We need the tracking number and shipping cost to automatically get added to the invoice, and we want an invoice to be created automatically when the label is printed. Here's a link to a better description of the same issues we have with the current integration: We want to know if it's possible to modify the current UPS integration, or build another custom integration that will do exactly what we

I am looking for someone to integrate Zoho crm with my existing WooCommerce store, set up a basic CRM system with WooCommerce, iqsales and analytics. I already have a WooCommerce store so I just need the modules i want to personalize for our business are Sales Iq , Desk, Crm. I am open to suggestions on how to make this integration and setup process as seamless and efficient as possible.

Hi, We are currently hiring the senior salesforce developer having atleast 4+ years of experience as a salesforce developer. Also, posess skills Salesforce Administration, Development, triggers, Apex, Visualforce, LWC, Integration of Advanced level. Ideal candidate is available to work in PST

I am looking for an experienced freelancer to help me with my Zoho CRM implementation. I have already set up an account and my main priority is to track sales and leads. I am also open to potential integrations with other platforms or tools, but I’m not sure what those might look like, so let’s discuss. Essentially, I’m looking for a developer who is familiar with the setup and customization of Zoho CRM solutions and who can provide top-quality service and on-time delivery. If you think you have the experience and skills necessary to carry out this project, I would love to hear from you.

Integrate our ERP with our Zoho CRM, customize modules and create functions for CRM.

i am looking for a professional who can complete trailhead modules

Our customer uses a Salesforce portal to notify us of opportunities. We currently login and review opportunities and if they meet our criteria (city portion of the address is one of the 40 cities on our list) then we accept (click the "accept" button and then "save" the record. The opportunities not meeting our criteria (located within the list of cities) accepted must be declined. If accepted, we will need to scrape/extract data from the subsequent screen containing the order information. We would like to remain in a "pure" Microsoft environment and use Power Automate as the RPA tool is at all possible. what is key is that they resource(s) be knowledgeable with Power Automate and may have worked connecting to Salesforce in the past.

I am looking for a developer who can create a visually appealing Chrome plugin that will allow me to import contact data from the imprint of a website or from a portal to zoho crm. The plugin should independently take over the assignment of company name and address, as well as email address and domain. The plugin should be visually and technically beautiful and work well. It needs to be integrated by you into the Zoho Marketplace, as well as into the Chrome Webstore. A payment model should be stored so that the plugin can only be used if a valid payment / licence is available. A model is the following tool: Please only contact us if you have experience in the requirements. So that I know that you have read the text completely, please answer me what the result of 13+7

Please read the description carefully I am looking for an Autimation developer to: Write test specs using Javascript on Webdriver IO framework (BDD) Hands on experience in Xpath and iframes Experience working on salesforce is a plus Experience using Jira, Bitbucket Experience in Circle CI Should be able to review PRs created by other automation developers

Would it be possible to get a custom offer for designing a salesforce workspace for a travel agency? Can you let us know how long this can take? Thanks, Trilok

I need someone who knows DocGen for Salesforce inside and out and how to use Salesforce flows to generate docs to train me on how to setup templates happening through flows. I do not need help with tagging fields or getting DocGen to generate documents from fields on the page. That's a non-issue. I want docgen to bring in the <<next record>> to the next line, etc as I would in a regular mail merge for example. A lot of related records needs to be pulled into the docs, etc. I am not looking for someone to do the work and deploy it. I need to know how to do it and will pay someone all the hours spent teaching me how and hours afterwards if I need help later on.

I am looking for a freelancer to help me integrate the Zoho Books API with our existing system. Our Zoho Books account is already set up and we would prefer to use Python for the integration. The generated invoice should include both customer and product/service details. Ideal candidates should have experience with Zoho Books API and Python programming. Additional skills in web development and database management would be a plus.

This is a small piece of work as a proof of concept. You must have your own Jenkins and GitHub setup. You can makeup your own files and folder structure Step 1) Pass 4 parameters to a Jenkins job - This job will be called by ServiceNow & Salesforce The four parameters are ProductName, ApplicationName, JiraDb, TargetURL I'm guessing the special characters in a url could be a pain Step 2) The Jenkins job will run a python script with the 4 parameters Step 3) The python script will mirror/copy an existing GitHub Repository. The script will use the ProductName parameter for the new repo [] Step 4) The new mirrored repo should already have folders and config files in it. The python script now has to edit one of the config files and change some values. Let's assume the ...

Hi Aman S., as discussed this is a milestone for setting up a zoho knowedge base, customer support page / replay form plus some training. All of it should take about and hour and take place in an online call.

Need a trainer for Salesforce certification Admin, app builder and developer for a non IT background candidate

I am in search of an expert with 400HKD to answer all my Saas questions! Just answer, no work needs to be done. I need someone who can help me identify the most suitable SaaS solution for my wholesale business. As a small business with 1-50 employees, we need a custo...- Strong communication skills to answer my questions and provide ongoing support throughout the selection process. If you have a track record of successfully helping small businesses like mine find the right SaaS solution, then I would like to hear from you. I need someone who knows clearly what Saas has what functions, does it comes with the package or does it cost extra. I am looking at Salesforce now because they can build own app, but i am open to other option. Also, The Saas should provide traditional chinese...