Zoho Creator Jobs

I need to add approval systems and restrict certain operations in Zoho Books. Ideal skills and experience: - Expertise in Zoho Books - Experience with automation and approval workflows - Familiarity with user permissions and operation restrictions

I need a comprehensive walkthrough of Zoho CRM that starts with the essentials and quickly moves into the deeper automation capabilities and integrations. My goal is to feel comfortable navigating the system, building custom workflows, and connecting Zoho CRM with the other apps my business relies on. Alongside the training, I also want help getting the platform ready for day-to-day use. That means an initial configuration that matches my business processes, plus thoughtful customization of modules, fields, and layouts so the interface feels intuitive for my team from day one. (I’m not migrating historical data right now, so the focus can stay on a clean, future-proof setup.) Training format: live online sessions. I’m happy to schedule several interactive calls—screen...

I want a classic, elegant website fully hosted in Zoho that plugs straight into my Zoho CRM, so every visitor, lead, booking and bid lands in the right module without extra syncing. Key flows I need built: • Three totally separate sign-up paths: one for clients, one for my interior-designer friends, and one for execution partners. Each path should write to its own Zoho CRM layout while still letting me see everything in one place. • A bidding area where execution partners can log in, upload their quotes, and edit or withdraw them; clients, once signed in, should be able to view those bids side-by-side (only the one against their property). • A “Consult a Designer” page that lists my friends with: – portfolio images I can update easily &ndash...