
Zoho Forms in my CRM
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£150(approx. $200)
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- #4507215
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Web Developer| Architecture CAD 3D Specialist| AI Automation & Technical Solution Expert


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Description
Experience Level: Intermediate
I am looking for an experienced Zoho specialist to complete and refine existing Zoho Forms and Zoho CRM Processes. You must speak good English. I find it hard to understand strong foreign accents.
This is not a build from scratch. Three Zoho Forms already exist, are connected to the CRM Contacts module, and the main contact and address fields are already mapped. A detailed workflow specification and screenshots will be provided to those who can evidence their expertise in Zoho Forms integrated to CRM. (Mandatory or we won't engaged your proposal.)
The remaining work includes:
Reviewing and editing the existing form-to-CRM integrations to fulfill their design intentions
Preventing duplicate Contacts and unwanted overwriting of existing data
Configuring the our Marketing Status stages
Adding conditional Consumer Business Stakeholders routes
Adding Defined Choices for Certain Type of Stakeholders
Configuring secure identity and business-document submission for our approval and deleting files when approved.
Adding the final stages of customer verifications.
Creating basic editable CRM email-templates and form auto-responder shells. Some already exist.
Ensuring only Verified Contacts qualify for marketing to ensure only Verified Contacts are counted in Zoho Marketing Numbers.
Testing the complete workflow and providing clear handover evidence
I will write the text for the auto-responders wording. The developer only needs to create the functional editable templates, merge fields, links and triggers.
This is not a build from scratch. Three Zoho Forms already exist, are connected to the CRM Contacts module, and the main contact and address fields are already mapped. A detailed workflow specification and screenshots will be provided to those who can evidence their expertise in Zoho Forms integrated to CRM. (Mandatory or we won't engaged your proposal.)
The remaining work includes:
Reviewing and editing the existing form-to-CRM integrations to fulfill their design intentions
Preventing duplicate Contacts and unwanted overwriting of existing data
Configuring the our Marketing Status stages
Adding conditional Consumer Business Stakeholders routes
Adding Defined Choices for Certain Type of Stakeholders
Configuring secure identity and business-document submission for our approval and deleting files when approved.
Adding the final stages of customer verifications.
Creating basic editable CRM email-templates and form auto-responder shells. Some already exist.
Ensuring only Verified Contacts qualify for marketing to ensure only Verified Contacts are counted in Zoho Marketing Numbers.
Testing the complete workflow and providing clear handover evidence
I will write the text for the auto-responders wording. The developer only needs to create the functional editable templates, merge fields, links and triggers.
Robert A.
99% (19)Projects Completed
19
Freelancers worked with
18
Projects awarded
26%
Last project
5 May 2026
United Kingdom
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