Zoho Jobs

I need my existing Airtable workspace—currently running all of our project-level information—fully rebuilt inside Zoho One right away. Every view, field, and automation that keeps our team moving must follow us across so that nothing changes for users except the platform. Core elements to replicate • Data organisation and management: tables, linked records, filtered views, and reports must translate cleanly into Zoho Projects and Zoho CRM modules. • Collaboration and sharing: team comments, attachments, and role-based permissions should feel seamless in Zoho’s environment. • Automated workflows: triggers that now send emails, update statuses, or create tasks in Airtable need equivalent logic through Zoho Flow, Blueprint, or Deluge scripts. Primary dat...

I already have a custom Deluge function that fires when a Deal in Zoho CRM is moved to “Deposit Paid.” It successfully pushes a credit note into Zoho Books with the correct customer, amount, and description. The piece that is missing is VAT. Here is what I need adjusted: • The VAT rate is fixed to "Out of Scope" in all credit notes. • All other existing behaviour—trigger timing, customer lookup, reference number creation—should remain untouched. Acceptance criteria • The solution must be delivered as an updated custom function (or set of functions) that I can paste into the current workflow, plus brief comments in the code so I can follow what was changed. You should already be comfortable with Zoho CRM & Books APIs, Delug...

I need a Zoho Sheet expert to analyze logistics data for inventory management. Key Tasks: - Create and manage data analysis tools - Develop dashboards for real-time insights - Implement data validation and error checks Ideal Skills: - Proficiency in Zoho Sheet - Strong data analysis skills - Experience with logistics and inventory management

I am looking for an experienced (with references) Zoho expert to build our CRM and set up all integrations and move our back-office functions to Zoho. See attached for specific requirements. This will involve working closely with us an iterating as we go during the build/onboarding. Planning to start now with Jan-March delivery.

I run a Zoho Commerce store and want every order to flow through HitPay so customers in the Philippines can pay by card, QR, or their preferred local e-wallets. The scope is focused entirely on the checkout process: once the shopper clicks “Pay”, HitPay should handle the transaction and return the proper status back to Zoho so orders, stock levels, and confirmation emails behave just as they do with native gateways. During checkout I also need three additional data captures—customer notes, gift messages, and extra contact information. These custom fields must display cleanly in the storefront, pass through HitPay, and land inside Zoho Commerce’s order record so they remain visible in the admin panel and in exported reports. I already have merchant credentials from...

Keeping our appointment calendar in order has turned into a full-time job, so this project hands over every aspect of scheduling to one dedicated coordinator. Bookings currently arrive from three places: our website’s request form, direct invites in Google Calendar, and entries created inside our CRM. You will juggle all of them, keeping the customer experience seamless while making sure my team’s availability is always respected. Day-to-day work means capturing each new request the moment it appears, proposing and locking in times, updating Google Calendar, logging notes in the CRM, and sending confirmations or reminders as needed. New prospects need quick turnaround; existing clients expect proactive follow-ups so their next service never slips. Internally, the team relies o...

I am looking for a Zoho expert to set up a simple and efficient legal office management system using Zoho CRM + Zoho Books + Zoho WorkDrive. The system will help manage my clients, legal cases, documents, hearing schedules, invoices, and expenses in one platform. Scope of Work Customize Zoho CRM as a Case Management System • Create a custom “Legal Case” module • Case pipeline: New → In Progress → Court → Closed • Court dates + automated deadline reminders • Attach documents to cases • Create simple dashboards Configure Zoho Books • ZATCA-compliant invoicing (Saudi e-invoice requirements) • Track expenses and payments • Basic P&L reporting WorkDrive setup • Case folders linked to CRM • Secure access and...

Please read attached document before replying Share your past projects within same industry as a preference share accurate timelines payment is going to be in module based implementation be clear and detailed and share teh quotation (no hello hi, serious experienced quotations and replies only)

Quiero dejar Zoho totalmente adaptado a nuestro proceso comercial. Partimos de cero y mi prioridad es aprovechar Zoho como núcleo del flujo, conectándolo con Zoho CRM y Zoho Mail para lograr lo siguiente: • Ficha completa de cada cliente con historial y pedidos, incluidos los archivos adjuntos que llegan con cada orden. • Sincronización bidireccional con Outlook; cada correo debe quedar vinculado automáticamente al pedido correspondiente. • Automatizaciones que creen tareas y alertas en tres frentes clave: gestión de leads, seguimiento de pedidos y recordatorios internos. Busco a alguien que ya haya realizado implementaciones en el ecosistema Zoho y pueda mostrar ejemplos. Valoraré especialmente la documentación clara...