I'm seeking a diligent bookkeeper to assist with recording my business's sales and expenses. Your primary responsibility will be to ensure all transactions are accurately captured. Ideal Skills: - Proficiency in bookkeeping - Experience with recording sales and expense...recording my business's sales and expenses. Your primary responsibility will be to ensure all transactions are accurately captured. Ideal Skills: - Proficiency in bookkeeping - Experience with recording sales and expenses - Familiarity with creating financial statements - Competence in reconciling accounts. - Proficiency with QuickBooks or similar accounting software You MUST be able to set-up Zoho Books (build from scratch) and work from there…. Transaction recording should be updated da...
...rates). Metal color swatches with seamless product image changes. Product availability status (in stock or made-to-order indicators). Customization & Functionality: Develop a Wishlist feature for customer convenience. Integrate booking functionality to connect products with physical stores. Enable bulk product uploads via Excel. Create custom forms for appointment booking with data integration into Zoho CRM. Responsive & Scalable Design: Ensure the website performs seamlessly across all devices. Design for scalability to accommodate future business growth. We aim to create a feature-rich and visually stunning Shopify website that not only enhances customer experience but also drives conversions. If you have the expertise and vision to bring this project to life, we&rsqu...
I am looking for a seasoned Zoho CRM expert to help me set up and customize Zoho CRM with a focus on streamlining our sales processes. The project will involve: - Comprehensive Zoho CRM Setup & Customization to suit our sales needs - Integration of Zoho Writer & Zoho Sign for seamless document handling - Development of Automation & Workflow to enhance efficiency - Creation of Reports & Dashboards for easy monitoring and analysis - Conducting Training & Handover to ensure smooth transition and understanding The primary objective of this project is to enhance our sales pipeline and forecasting capabilities. As we will be starting fresh, there is no need for data cleaning or importing. Your skills in sales automation, workflow developme...
...skilled professional with experience in Zoho Books for data integration and API development. The tasks involve transferring data from 'Contacts', 'Sales', and 'Shopping Order' modules within Zoho Books and creating an API for document generation and e-signature portal integration. Existing templates for document generation will be provided. Proficiency in both English and Portuguese is necessary for effective communication. Key Responsibilities: - Data Integration: Transfer information from 'Contacts', 'Sales', and 'Shopping Order' modules to relevant destinations in Zoho Books. - API Development: Create an API that uses data from one module to autofill, generate documents and send them to the e-signature...
I need an experienced API developer to create an edit API for my CRM. The specific CRM platform and functionalities are yet to be decided, so flexibility and broad experience across CRM platforms like Salesforce, HubSpot, and Zoho would be highly advantageous. Key Requirements: - Extensive experience in API development, particularly for CRM systems - Ability to work with various CRM platforms - Strong problem-solving skills and flexibility I do not have existing documentation or specifications for the API, but I'm open to discussions and can provide details as we go along.
...platforms such as Salesforce, Zoho CRM, or similar systems to integrate marketing strategies and track sales performance. - Design campaigns to support high-ticket sales processes, ensuring alignment with CRM data insights. 7. Startup Growth Experience: - Leverage previous experience scaling marketing efforts in a startup environment, demonstrating agility and strategic thinking. Qualifications Bachelor’s degree in Marketing, Communications, Business, or a related field. 5+ years of experience in B2B SaaS, CRM marketing, or related fields. Proven expertise in demand generation, lead scoring, ABM, and persona targeting. Proficiency in marketing tools, including HubSpot, Google Analytics, and email marketing platforms. Experience with Salesforce, Zoho CRM, o...
I'm in need of an experienced freelancer to develop a comprehensive ERP system for my garment manufacturing company based in Bangalore using Zoho Creator. Core Functionalities: - The ERP system should encompass essential functions like Inventory Management, Order Processing, and Production Planning. Modules: - An integral part of the system will be the Supply Chain Management module. Goals: - The primary objectives for implementing this ERP system are to Improve operational efficiency, Reduce overall costs, and Enhance data visibility across the organization. Ideal Skills: - Proficiency in Zoho Creator is mandatory. - Prior experience in developing ERP systems for garment manufacturing or similar industries would be highly advantageous. - Strong understanding of S...
...in Dubai, UAE, I am well-versed in accounting practices and financial software such as QuickBooks, Xero, Zoho Books, Tally Prime, Pact and Excel. I am committed to providing high-quality financial services to businesses of all sizes. Whether you need help with monthly bookkeeping, financial statements, or tax preparation, I bring a keen eye for detail and a commitment to delivering accurate, timely results. My goal is to help you streamline your finances and achieve your business goals while ensuring full compliance with local and international accounting standards. Key Services I Offer: Bookkeeping: Maintain accurate records of financial transactions using QuickBooks, Xero, Zoho Books, Tally Prime and Excel. Reconcile accounts and ensure all entries are correct and...
Measurement Solutions, Inc. (a single member S-Corp(Wiscosnin)) is looking for a remote accountant that is an EXPERT in ZOHO One ( Books, Inventory) to help us close out our year, set up state and federal payroll, clean up our inventory and make sure ouyr balance sheet is balanced. We handle our book keeping internally as well as file our own taxes via Intutit Turbo Tax Key Responsibilities: - Bookkeeping using ZOHO Books - Assisting with tax filing - Setting up payroll - Cleaning up inventory - Cleaning up the balance sheet Ideal Skills: - Proficiency in ZOHO Books - Strong bookkeeping skills - Experience with tax preparation - Payroll setup experience - Inventory and balance sheet management -Througho understanding for S-Corp both State and Federal I need a dilig...
I'm looking for a professional data migration specialist to assist with moving my 14 Zoho mail accounts to Office 365. Key Migration Components: - Emails: The primary focus is to ensure all emails are accurately and securely transferred. - Contacts: All my contacts need to be migrated as well. - Calendar Events: Important dates and appointments should be moved over seamlessly. - Attachments and Files: Any attached files within emails need to be included in the migration. I do not require assistance with the Office 365 setup post-migration, as I can handle that myself. Ideal Skills: - Proven experience with Zoho Mail to Office 365 migrations. - Strong understanding of data migration processes and tools. - Ability to handle attachments and files with care. - Excellent ...
Job Manager, Jobs Management, CRM, WordPress
I'm looking for an expert in Zoho to create interactive forms for me. The forms will capture service appointments and should seamlessly integrate with my Zoho CRM and calendar. Requirements: - The forms must be mobile compatible, specifically designed for iOS devices. - Upon filling out the form, the information should sync with my CRM, calendar and reports in real time. Ideal Skills: - Extensive experience with Zoho CRM and its form creation tool. - Strong understanding of iOS compatibility and usability. - Ability to create user-friendly, efficient forms for service appointment tracking.
Description: We are a dynamic media company seeking an experienced professional to analyze, strategize, and implement a comprehensive workflow automation system within 2 weeks. This includes choosing and setting up a CRM, integrating tools, ensuring data security, and automating repetitive tasks for seamless operations. Key Objectives: Email Hosting: Analyze our current email setup on Zoho. Migrate to a better platform if necessary (e.g., Google Workspace, Microsoft 365). CRM Setup and Integration: Recommend and implement a CRM system tailored for a media company. CRM should include: Business card scanning directly into the system. Segmented data for newsletters and marketing campaigns. Automation of workflows (e.g., booking orders, quotations, e...
I need a comprehensive setup of Zoho CRM Finance Books Inventory Integrationsfor 10 users. The project involves defining user permissions and roles, customizing the system for leads, contacts, accounts, and deals, and establishing workflows and blueprints. Key tasks include: - Creating dashboards and reports for performance tracking - Providing user training for effective operation of necessary modules - Ensuring smooth integration with our POS and Talley systems - Conducting user acceptance testing and offering support during the go-live phase - Migrating existing data from old CRM systems to Zoho CRM. - Integrating third-party applications such as email marketing tools and customer service platforms. - Designing and configuring email templates for various customer communi...
Necesito una IA sofisticada capaz de gestionar la atención al cliente y las ventas en plataformas digitales como WhatsApp, Facebook e Instagram. Esta IA debería poder: - Conéctese sin problemas con Zoho CRM, Inventory y Books para obtener actualizaciones rápidas del estado de la cuenta y recordatorios de pago. - Participar en conversaciones fluidas y humanizadas con los clientes, mejorando la experiencia general del cliente. - Demostrar excelentes habilidades de cierre de ventas y brindar consejos detallados sobre mis productos de plástico agrícola. - Brindar inventario disponible a los vendedores de la empresa y areas relacionadas. Además, esta IA debería estar equipada para: - Identificar posibles problemas de cu...
Descripción: En Zoho Books, para el caso de ingresos(deudas pendientes por cobrar, creditos, y demas tipos de ventas) se registran en cuentas las cuales se usan para catalogar el origen de dichcos montos que ingresan a la empresa, el detalle es que actualmente en la configuración actual de Zoho Books de nuestra organización, no podemos directamente crear una idéntica con la cual podemos manejar de forma mas precisa el origen de dichos ingresos(ejemplo casos de soles y casos de dolares), por ello buscamos propuestas para configurar una manera o alternativa que pueda suplir esta necesidad mencionada.
I'm seeking a professional with proven experience in setting up bots and canned responses in Sales IQ (Zoho). My primary objective is to generate more sales leads through this setup. The bot will need to handle: - Initial greetings and lead qualification - Answering product/service FAQs - Booking appointments or demos - Collecting and analyzing customer feedback - Sending follow-up messages to potential leads The bot will be deployed across: - Our website chat - Various social media platforms Please only apply if you have specific knowledge on how to do this correctly and smoothly. Thank you! The bot should support multiple languages. The bot will be deployed on Instagram and Facebook. The bot should have a friendly and vibrant interface.
Necesitamos programador de Zoho para realizar algunas adaptaciones sobre nuestra instalacion. Debe tener conocimiento del backend y de la programación de Zoho. Las modificaciones serian: - No permitir mas horas facturables a una tarea que las inicialmente previstas. - Las anotaciones que superen dichas horas deben avisar al usuario y ponerlas como "no facturables" - En caso de que la anotación sea de horas facturables y una parte de las mismas se pueda anotar, deber crear automáticamente dos anotaciones, una con las horas facturables hasta completar la tarea y otra con el resto de horas como no facturables.
I am seeking a professional with extensive experience in ZOHO and data migration, specifically from QuickBooks. Budget is $10 CAD Fixed.
...and setup of Zoho CRM. The primary focus is to automate our marketing activities, but we also want to boost our customer support capabilities and streamline our sales tracking. Key Responsibilities: - Integrate Zoho CRM with our email, social media and e-commerce platforms. - Set up a ticketing system, live chat integration and a customer feedback collection system within Zoho CRM. - Customize CRM workflow to align with our business processes and sales funnel. - Build custom reporting dashboards to monitor marketing and sales performance. - Automate customer segmentation for targeted marketing campaigns. - Sync marketing campaigns across different platforms using Zoho CRM. - Provide training sessions to staff on how to use the integrated Zoho CRM effe...
...users can invite others and earn rewards. Backend for Service Providers: 1. Lead Management: Overview of available leads by location, service, and customer type. 2. Purchase Module: Ability to purchase and download leads. 3. Credit System: Pre-purchase credits for leads. 4. Notification System: Real-time alerts for new leads. 5. API Integration: Auto-push lead data to CRM systems like Salesforce, Zoho CRM, or HubSpot. Admin Panel: 1. Content Management: Manage forms, pages, and service categories. 2. Reporting: Insights into leads, revenue, and customer activity. 3. Customer Management: Manage both customers and service providers. 4. Payment Processing: Integration with Stripe or PayPal. General Requirements: • Multilingual (French, Dutch, English) • Responsive Design &...
I'm seeking a seasoned professional in Zoho CRM Plus, specifically the CRM module. Your primary focus will be on customization and automation of the system to suit my business needs. Ideal skills and experience for the job: - Extensive knowledge and experience with Zoho CRM Plus, particularly the CRM module. - Proven track record in customizing Zoho CRM, including creating custom fields, designing workflows, and adjusting page layouts. - Expertise in automating processes within Zoho CRM to enhance efficiency. - Strong data migration skills. - Excellent problem-solving skills and attention to detail. Your tasks will include: - Customizing the CRM to meet specific business requirements. - Creating custom fields for unique data tracking. - Designing and im...
I'm seeking a qualified accountant with in-depth knowledge of the Irish tax system. This is for a small company and two directors. Key Responsibilities: - Preparation of end-of-year accounts - Tax filing for the company - Tax filing for the two directors Requirements: - Must be a qualified accountant - Proficient in Zoho Books - Expertise in the Irish tax system You will be required to use bank statements for the end of year as we only use zoho for invoicing and bills The project timeline is to complete the year-end accounts and tax filings within 1 month.
I'm in need of a Zoho Deluge specialist who can enhance my Zoho Books with automated workflows specifically for managing daily inventory updates. Key Requirements: - Implement automated workflows for inventory updates in Zoho Books using Zoho Deluge. - Ensure the system is capable of handling this on a daily basis. Ideal Expertise: - Proficient in Zoho Deluge and Zoho Books. - Prior experience with setting up automated workflows in a similar context. The inventory size is small with 0-100 items. Please schedule the daily updates for the evening.
...management specialist to oversee our online database focused on alcoholic inventory management. The ideal candidate will have experience tracking and managing various client inventory data. Your role will ensure data accuracy, optimize database performance, and generate insightful reports. If you are detail-oriented and passionate about data management, we would love to hear from you! We also use Zoho One to manage the business. We need weekly tasks completed to help the field team be successful. You will work with the CEO daily and ensure the company is successful. This role is critical to the success and very impactful. This is a long-term role. There are three parts to this role: 1. Drink Recipe and Data Base Management 2. Report Curation for CEO 2. Special Projects from the ...
I'm seeking an experienced Zoho Deluge developer to create a unique function in Zoho Inventory for my business. This function should automatically bundle all items in an invoice when a package is made. We are aware of an app for Zoho called Bundle Automator, but this triggers at the point of Sales Order being created. We do not want stock levels altered until the final items are dispatched, as Sales Orders can be updated at any time prior to Invoicing. Key Requirements: - Automatic bundling of items in an invoice and updating of stock levels for each item within the Composites. - Send a notification to the warehouse team The ideal candidate should have: - Proven experience with Zoho Inventory and Zoho Deluge - Strong understanding of inventory man...
...brief for a freelancer or technical person: Job Title: Freelancer Needed to Connect Twilio and Zoho to WhatsApp Description: I am looking for a skilled professional to set up and integrate Twilio with Zoho CRM to enable WhatsApp messaging. The integration should allow me to send and receive WhatsApp messages directly through Zoho CRM using Twilio’s API. Requirements: 1. Twilio Setup: • Configure my Twilio account for WhatsApp Business API. • Register and verify a WhatsApp Business number through Twilio. • Ensure compliance with WhatsApp’s guidelines for message templates and usage. 2. Zoho CRM Integration: • Install and configure the Twilio extension in Zoho CRM. • Set up workflows in Zoho CRM to se...
...looking for a skilled professional to help me automate and optimise my workflow in Zoho CRM, with a key focus on integrating SMS via Twilio. Key Tasks: - Automating lead management, follow-up reminders, and sales reporting within Zoho CRM. - Setting up the system to send an SMS via Twilio upon the creation of a new lead. - Develop custom workflows within Zoho CRM to automate repetitive tasks. - Create SMS templates for different types of leads to ensure personalized communication. - Set up automated email and SMS sequences based on lead status and behavior. - Adjust lead scoring criteria based on SMS engagement and response rates. The ideal candidate for this project should have extensive experience with Zoho CRM and Twilio, with a proven track record of au...
I'm looking for a professional with solid experience in both Zoho CRM and Odoo. My needs are as follows: - **Zoho CRM**: I need someone who can assist with lead management, sales automation, and customization of the platform to suit my business needs. - **Odoo**: Expertise is needed particularly in inventory management, accounting, and human resources. - **Integration**: I require seamless integration between Zoho CRM and Odoo. This includes data synchronization, workflow automation, and reporting and analytics. - Assist with data migration between legacy systems and Zoho CRM/Odoo. Ideal candidates should have a proven track record in Zoho CRM and Odoo, with strong skills in customization, lead management, and sales automation in CRM, as well as ...
...seasoned Zoho CRM expert to help optimize my CRM system. The focus areas are: - Workflow Automation: I want to automate processes related to lead management, email campaigns, and task assignments. This will help streamline operations, reduce manual errors, and save time. - Data Management: I need help with organizing and managing data more effectively. This will not only improve data accuracy but also ease the retrieval of information when needed. - Reporting and Analytics: I want to improve the way I analyze my CRM data. Enhanced reporting tools will help me understand trends better and make informed decisions. The primary goal of this optimization is to improve the overall efficiency of the system. The ideal candidate for this project would be someone with extensive experienc...
Estoy buscando un experto en Zoho para integrar Zoho CRM, Zoho Books, Inventory. La integración debe lograr los siguientes objetivos: • Procesos de ventas: automatice el seguimiento de clientes potenciales, los seguimientos, la gestión de canales y el cierre de acuerdos para mejorar la eficiencia y las tasas de conversión. • Inventario: Se debe conectar el inventario con libros y CRM para mantener actualizado el inventario físico. • Transacciones financieras: simplifique y acelere los procesos de facturación y pago con Zoho Books para mejorar el flujo de caja y minimizar los errores manuales. El profesional independiente ideal debe tener una amplia experiencia con las aplicaciones de Zoho, incluida la int...
I am seeking a Zoho expert to integrate Zoho CRM, Books, Projects, Campaigns, and SalesIQ to enhance sales, marketing, and operational workflows. The integration should achieve the following objectives: • Sales Processes: Automate lead tracking, follow-ups, pipeline management, and deal closures to improve efficiency and conversion rates. • Marketing Campaigns: Streamline email campaigns, customer engagement, and analytics using Zoho Campaigns and SalesIQ to drive targeted marketing efforts. • Financial Transactions: Simplify and accelerate billing, invoicing, and payment processes with Zoho Books to enhance cash flow and minimize manual errors. • Project Management: Optimize task assignments, progress tracking, and deadline reminders usi...
...LinkedIn, or other relevant platforms. • Develop ad copy, visuals, and targeting strategies. 3. Comprehensive Marketing Plan: • Analyze our business and identify growth opportunities. • Develop a detailed marketing plan with actionable steps (social media, email marketing, SEO, and more). 4. Optional Bonus Skills: • Provide suggestions for branding or website improvements. • Familiarity with Zoho One tools is a plus. What We’re Looking For: • Proven experience in digital marketing for startups or SMEs. • Strong skills in landing page creation and ad campaign management. • Ability to develop creative, data-driven marketing strategies. • A proactive and results-oriented mindset. Why Work With Us: • Opportunity to...
I need to setup a call center and ticketing app using zoho or any that has good pricing for nigeria please i want to use nigerian virtual number for the call center
I'm in need of a tailored, white-labeled software solution, with an installation script for my server, that mirrors the key functionalities of Zoho Books. This project encompasses - Invoicing and Billing: Comprehensive invoicing and billing features - Delivery Challan: Integration of delivery challan capabilities - Accounting & Billing: Robust accounting and billing systems - GST Supported: Full compliance and support for GST - Eway Bill Module: Implementation of the Eway bill module - Expense Tracking: Provisions for meticulous expense tracking - Financial Reporting: In-depth financial reporting features The ideal candidate for this project should have extensive experience in software development, particularly in creating financial software. Familiarity with GST and Eway...
Job Manager, Jobs Management, CRM, WordPress
I'm looking for an experienced Zoho CRM specialist to help set up and customize my CRM system to better manage customer relationships. This involves tailoring the system to accommodate specific workflows related to Lead Management, Email Campaigns, and the Sales Pipeline. Key Responsibilities: - Set up Zoho CRM with a primary focus on managing customer relationships. - Customizing the system for specific workflows, particularly in Lead Management, Email Campaigns, and the Sales Pipeline. - Providing consultation on the best practices for CRM utilization. Ideal Candidate: - Proven experience with Zoho CRM. - Strong understanding of customer relationship management. - Excellent skills in workflow customization. - Experience in managing leads and email campaigns w...
I constantly struggle with zoho campaigns. From getting templates to format correctly to getting them out to the correct emails. I'm fairly self sufficient but tend to need help at times with 2nd opinions and ideas to improve. I currently work with someone that spends a lot of research trying to help me with what I feel should be simpler tasks.
I'm urgently seeking a full-time Zoho developer with expertise in Creator, Books, and Inventory modules. My primary focus is on advanced inventory tracking. Key requirements include: - Mastery in the Inventory module, particularly in stock management. - Ability to develop a fully automated stock management system with alerts. Ideal candidates should possess extensive experience with Zoho, particularly with the aforementioned modules. Your role will be critical in enhancing our inventory management efficiency.
...- Data validation - Data review 3. *Error Handling*: Specify how errors should be handled, such as: - Error reporting - Error correction *Technical Requirements* 1. *Software and Tools*: Specify the software and tools required for data entry, such as: - Spreadsheet software (e.g., Microsoft Excel) - Database management software (e.g., MySQL) - Data entry software (e.g., Zoho Inventory) 2. *Hardware Requirements*: Specify any hardware requirements, such as: - Computer or laptop - Keyboard and mouse - Internet connection 3. *Data Security*: Outline the data security measures, such as: - Data encryption - Access controls - Backup procedures *Timeline and Milestones* 1. *Project Timeline*: Specify the project timeline, including: ...
We require the setup of a mobile-friendly website in Zoho One with the following features: Website Development Use a pre-selected template that is optimised for mobile and desktop users. Setup to include one organisation (umbrella) managing two websites, each with its own domain name. Mobile-Friendly Design Ensure the website is responsive and user-friendly across all devices, including mobile phones and tablets. Social Media Integration Connect social media platforms for seamless campaign management and performance tracking. Invoice Management Configure the invoicing system for efficient and seamless billing. Email Marketing Set up tools and workflows to manage and execute email marketing campaigns. Visitor Tracking Implement tracking features to monitor website traffic and a...
I'm seeking a skilled professional to create a seamless bridge between Zoho Books and PowerBi, focusing on sales data. Key Requirements: - Synchronization of sales data from Zoho Books to PowerBi every 2 hours. Two Books organisations. - Emphasis on tracking specific sales metrics: Revenue figures, Sales by product, Customer demographics Ideal Skills and Experience: - Proven experience in integrating Zoho Books with PowerBi - Strong understanding of sales metrics and data analysis - Ability to set up a reliable, scheduled data sync
...consultant based in the Dallas area, to assist me with onboarding and utilizing all ZOHO applications, including ZOHO CRM, ZOHO Books, and ZOHO Projects. Key Responsibilities: - Provide comprehensive consulting services across all ZOHO apps. - Guide me through the onboarding process with these tools. - Help in strategizing effective usage of these apps for my business needs. - Conduct personalized training sessions for key team members. - Customize ZOHO applications to fit specific business requirements. - Provide ongoing support and troubleshooting for all ZOHO applications. - Assist with the integration of ZOHO applications with other business tools. Ideal Skills: - Extensive experience with all ZOHO applica...
I'm seeking an experienced accountant with a minimum of 2 years in accounting and bookkeeping. Your expertise should include a thorough understanding and experience with Zoho Books and Zoho Inventory. Specific tasks include: - Managing transactions - Generating financial reports - Overseeing inventory management I may also require your assistance with tax filings, so a solid understanding of tax regulations and compliance would be beneficial. Key Skills: - Proficient in Zoho Books and Zoho Inventory - Minimum 2 years in accounting and bookkeeping - Retail industry experience - Tax knowledge (preferable) - Strong financial report generation skills - Excellent inventory management skills This role is expected to be a long-term position, extending beyond...
Desarrollo de funciones y requerimientos específicos para Zoho Creator. Ajustes sobre páginas, reportes y formularios de Zoho Creator. Integraciones con Zoho Workdrive, Zoho bookings y otros productos de Zoho. En idioma Español.
I'm looking for a book keeper with Zoho Books experience. I recently changed book keepers but this hasn't worked out. What I need : Review of Setup and BAS * Primarily ensuring I have set up my manual journal entries and transfer to/from drawings correctly. * Check I have set up my transactions correctly with regards to tax and accounts used. * A review of Q4 BAS and re-submission. My previous book keeper made several errors when submitting my Q4 BAS. I need this re-done and an adjustment submitted. It was during this Q that I moved to Zoho Books so may have to re-open my old Xero account to fix/finalise this. & Submit Q1 BAS Ongoing As Zoho Books should now be fully automated (pending above review) I will need you...
I'm seeking a professional with extensive experience in n8n, specifically for integrating it with Zoho CRM. Key Requirements: - Expertise in n8n and its capabilities. - Proven experience with Zoho CRM. - Ability to automate workflows between n8n and Zoho CRM. Ideal Skills: - Workflow Automation - CRM Integration - Problem-Solving - Communication Skills Please share your previous work examples related to n8n and Zoho CRM while bidding.
I'm seeking a professional to repair my existing integration between Calendly and Zoho CRM. Currently, I'm facing issues with appointment synchronization - they're not syncing as they should. Key Requirements: - Configure the integration to sync basic appointment details, client contact information, and custom fields from Calendly to Zoho CRM. - Diagnose and rectify current integration issues. Ideal Skills: - Proficiency in Zoho CRM and Calendly. - Experience with integrating and troubleshooting CRM systems. - Ability to map data accurately and set up sync for custom fields. The integration should sync appointment data daily.
