Zoho Jobs

I am starting with zero experience in Deluge and I want a complete, structured course that I can follow at my own pace. The material must take me from fundamentals all the way to practical, real-world usage inside Zoho Creator and other Zoho apps. The training has to cover three core pillars I rely on in my daily work: • Workflow automation – writing Deluge functions and scheduling them to run without manual intervention. • Custom app development – building Creator forms, reports, and scripts that solve unique business problems. • Integrations with other Zoho apps – passing data smoothly between CRM, Books, Desk, and any other Zoho services through Deluge connections and webhooks. I learn best through step-by-step video lessons supported by concise w...

I need an expert who can turn it into a single command-centre for our B2B sales process. The priority is sales pipeline management. We sell b2b high ticket custom services. Within that pipeline I want the core CRM pieces in place—clean contact management, reliable lead tracking and seamless email integration—plus the extras that matter • Omni-channel WhatsApp integration so every chat, voice note or file sits against the right contact record and triggers follow-up tasks. • Automatic meeting recordings (Zoom, Google Meet or Teams) saved back to the timeline. • A consolidated activity view that shows calls, emails, WhatsApp threads, appointments and treatment notes in one place. Deliverables 1. Configure custom deal stages, properties and workflows that mirr...

I have just started using Zoho Books and Zoho Inventory and need a patient expert to walk me through both platforms from the ground up. Because I’m still at the beginner stage, I’m looking for hands-on sessions that cover everything from the initial system setup right through to daily use and accurate reporting. For Zoho Books, I want guidance on setting up the system correctly, understanding and applying the core features, and producing the reports and journals I’ll rely on for decision-making. In Zoho Inventory, I need similar help: a clean initial setup, clarity on basic day-to-day operations, and solid inventory management practices that sync smoothly with Zoho Books. By the end of our engagement, I should feel confident configuring the platforms myself, running reg...

Title: Zoho Implementation Specialist for Travel Startup (CRM, Books, Desk, Sites, Exotel Integration) Project description: We're launching an outbound tour operator business (India → Thailand packages) and need an experienced Zoho consultant to build our full operational stack, end to end. Scope: Website on Zoho Sites (itinerary pages, Razorpay checkout, policy pages) Zoho CRM: lead-to-booking pipeline (Lead → Quotation → Advance Paid → Balance Paid → Trip Completed → Closed-Won) Zoho Bookings for batch/departure scheduling Zoho Books: GST-compliant invoicing, TCS line item, vendor bills Zoho Desk: 3-tier support escalation matrix with SLAs Exotel + Zoho PhoneBridge integration (call logging, missed-call-to-lead, click-to-call) — this is the mo...

I manage my books in both Tally Prime and Zoho Books and need someone who can comfortably switch between the two. The immediate priorities are: • Timely and compliant GST filing • Accurate VAT filing for each period • Day-to-day general bookkeeping so the ledgers stay clean and reconciled If you have handled these exact tasks before, especially across both platforms, I would like to see examples of past work that demonstrate your accuracy and familiarity with Indian GST as well as VAT requirements. You will be working directly in my existing Tally Prime data and Zoho Books account, so please mention any data-security practices you follow and how you typically collaborate remotely. My expectation is straightforward: clean books, on-time filings, and clear communication...

I’m just getting started with Deluge inside Zoho CRM and would like a patient tutor who can guide me from the ground up. My priority is to understand how to write and troubleshoot Deluge so I can: • create smart, event-based workflows • build reusable custom functions • automate everyday tasks that my team now handles manually Because I’m a beginner I’ll need clear explanations, screen-sharing or recorded walk-throughs, and plenty of real CRM examples that relate to my own data. Ideally we would meet online in short, hands-on sessions, with exercises I can practise between calls and code snippets or notes I can keep for reference. Please outline how you normally structure training, the tools you use for remote sessions, and any Zoho or Deluge proje...

I'm looking for a Salesforce specialist to help with configuration and customization. Key tasks include: - Setting up workflows and automation to streamline processes - Creating and customizing reports and dashboards for better insights Ideal Skills and Experience: - Proven experience with Salesforce configuration - Strong knowledge of workflows, automation, and report/dashboard creation - Salesforce certifications would be a plus Please provide examples of similar work done. Looking forward to your proposals!

Bonjour, Mon site Web est déjà construit dans Zoho Sites, et j’ai maintenant terminé la refonte complète de toutes mes maquettes. Je possède les maquettes finales de chaque page en format PNG, ainsi que la palette de couleurs complète à respecter. Je recherche une personne expérimentée avec Zoho Sites, parlant français, afin de reproduire mes maquettes le plus fidèlement possible directement dans l’éditeur Zoho Sites. Le mandat consiste à : reproduire identiquement les pages à partir de mes maquettes PNG; créer et modifier les sections une par une; enregistrer les différentes sections dans les « sections enregistrées » de Zoho Sites afin qu&rsqu...

Bonjour, Mon site Web est déjà construit dans Zoho Sites, et j’ai maintenant terminé la refonte complète de toutes mes maquettes. Je possède les maquettes finales de chaque page en format PNG, ainsi que la palette de couleurs complète à respecter. Je recherche une personne expérimentée avec Zoho Sites, parlant français, afin de reproduire mes maquettes le plus fidèlement possible directement dans l’éditeur Zoho Sites. Le mandat consiste à : reproduire identiquement les pages à partir de mes maquettes PNG; créer et modifier les sections une par une; enregistrer les différentes sections dans les « sections enregistrées » de Zoho Sites afin qu&rsqu...

I’m ready to move our scattered customer and employee data into a single Zoho-powered workspace. The priority is to stand up two fully functional areas: • CRM – I need reliable lead tracking that captures prospects from web forms and email, routes them automatically to the right sales rep, and lets us convert qualified leads to contacts and deals in a click. Just as important, the system must let my support team log and resolve customer issues without losing the conversation history. • HR – Within the same Zoho ecosystem I want streamlined recruitment workflows (requisition approval, candidate pipeline, offer letters) and a tidy, searchable employee records vault that stores contracts, reviews, and compliance docs. I already hold Zoho One licences, so you can...

Set up an end-to-end lead management and marketing automation system covering: -CRM setup (HubSpot or Zoho) -Lead capture from website and Meta Lead Ads -Automated lead assignment and pipeline management -WhatsApp automation for enquiries, follow-ups, reminders, and booking updates -Email automation for lead nurturing and festival campaigns -Basic lead scoring and segmentation -Workflow automation using n8n (preferred) or similar tools -Dashboard for lead, conversion, and campaign reporting Deliverables -Fully configured CRM -Working automation workflows -WhatsApp and email journeys -Sales pipeline and dashboards -Documentation and handover session Requirements -Proven experience with HubSpot/Zoho CRM -Strong experience with n8n, Zapier, or Make -Experience integrating WhatsApp Busines...

I run my books in Zoho Books and need a reliable hand to keep them tidy on a weekly basis. The scope is focused: track every dollar of sales revenue coming in and every operational expense going out, then reconcile the accounts so Zoho always reflects reality. Each week you will: - Pull the latest bank and card feeds into Zoho Books. - Categorise all transactions under Sales Revenue or Operational Expenses, attaching any available receipts. - Reconcile each account so balances match the statements. - Generate a concise weekly Revenue-vs-Expense summary through Zoho’s reporting module and drop the PDF in our shared folder. No invoice management or payroll work is required; those areas are covered elsewhere. Everything must stay within Zoho Books—no external spreadsheets or th...