
End to end Zoho One and BrightManage integration and workflow
- or -
Post a project like this18
£345(approx. $465)
- Posted:
- Proposals: 22
- Remote
- #4471995
- OPPORTUNITY
- Awarded
React Native|React|Node|APi | dashboard| Laravel | Go high Level | Flutter, SEO, PPC | Ai Automation|Webflow|Shopify|CRM|App|Zoho|


CRM & Email Marketing Specialist | HubSpot, GoHighLevel, Mailchimp, Zoho, ActiveCampaign, Klaviyo, Salesforce | Automation, Integration, Segmentation & Deliverability

AI Automation | CRM Specialist | System Integration Expert | Software Developer | Data Entry Specialist
⭐TOP RATED WED DESIGNER || GRAPHIC DESIGNER|| SOCIAL MEDIA MANAGER|| SHOPIFY EXPERT
♛ Top-Rated & Most Trusted #1 Team for Web Development, Web Design, PHP, WordPress, SEO, SMO, ORM & Responsive Design

885977504159112097152128760721210988812029524127114711310911621951691190458622362226299797
Description
Experience Level: Expert
Estimated project duration: 1 - 2 weeks
****PLEASE DO NOT USE CHATGPT TO SEND GENERIC REPLIES. READ THE REQUIREMENT****
We are seeking a proficient freelancer to facilitate the end-to-end integration of Zoho One and BrightManager, as well as develop an automated client workflow. The project entails building sales funnels in Zoho CRM to capture leads from WPForms and SalesIQ, generating estimates, onboarding clients via BrightManager, and automating workflows, including e-signatures and client questionnaires. Additionally, it involves managing support through Zoho Desk, scheduling tasks in Zoho Projects, and leveraging Google Drive for document management. Experience with the listed Zoho applications and related platforms is essential. Please provide insights into your relevant expertise and any live applications you've developed.
The project must be delivered ready for implementation by 25th Feb 2026. Please don't accept if you are busy or not available.
We are seeking a proficient freelancer to facilitate the end-to-end integration of Zoho One and BrightManager, as well as develop an automated client workflow. The project entails building sales funnels in Zoho CRM to capture leads from WPForms and SalesIQ, generating estimates, onboarding clients via BrightManager, and automating workflows, including e-signatures and client questionnaires. Additionally, it involves managing support through Zoho Desk, scheduling tasks in Zoho Projects, and leveraging Google Drive for document management. Experience with the listed Zoho applications and related platforms is essential. Please provide insights into your relevant expertise and any live applications you've developed.
The project must be delivered ready for implementation by 25th Feb 2026. Please don't accept if you are busy or not available.
Tajinder D.
93% (3)Projects Completed
11
Freelancers worked with
10
Projects awarded
7%
Last project
2 Apr 2019
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
There are no clarification messages.
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies