Phoenix - Your AI AssistantDo complete Zoho One Implementation & Automation
Delivery in
3 days
- Views 1
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
What you get with this Offer
Are you moving to Zoho One or looking to replace scattered tools with a unified operating system?
I will design, configure, and automate your entire Zoho One suite to fit your unique business workflows. With expertise in Deluge scripting, I go beyond standard out-of-the-box configurations to build custom logic, complex webhooks, automated data synchronization across apps, and external API integrations.
Detailed Scope of Work
1. Architecture & Security Setup
Configure domain settings (SPF, DKIM, DMARC), define roles and permission profiles, and set up user security controls across your Zoho One organization.
2. App Configuration & Customization
Build custom fields, layouts, modules, layout rules, and operational workflows across core apps (CRM, Books, Desk, Projects, Analytics, Inventory).
3. Custom Deluge Scripting & Automations
Write custom Deluge functions to handle complex business logic, automate cross-app data synchronization (e.g., CRM Deal to Books Invoice), trigger auto-notifications, and integrate 3rd-party APIs via webhooks.
4. Data Migration & Cleanup
Cleanse, map, deduplicate, and import your existing records (contacts, historical deals, accounts) from CSV files or previous software systems.
5. Testing, Dashboards & Handover
Perform end-to-end testing of all automated workflows, build custom executive dashboards, and deliver recorded video walkthroughs plus 1-on-1 team training.
I will design, configure, and automate your entire Zoho One suite to fit your unique business workflows. With expertise in Deluge scripting, I go beyond standard out-of-the-box configurations to build custom logic, complex webhooks, automated data synchronization across apps, and external API integrations.
Detailed Scope of Work
1. Architecture & Security Setup
Configure domain settings (SPF, DKIM, DMARC), define roles and permission profiles, and set up user security controls across your Zoho One organization.
2. App Configuration & Customization
Build custom fields, layouts, modules, layout rules, and operational workflows across core apps (CRM, Books, Desk, Projects, Analytics, Inventory).
3. Custom Deluge Scripting & Automations
Write custom Deluge functions to handle complex business logic, automate cross-app data synchronization (e.g., CRM Deal to Books Invoice), trigger auto-notifications, and integrate 3rd-party APIs via webhooks.
4. Data Migration & Cleanup
Cleanse, map, deduplicate, and import your existing records (contacts, historical deals, accounts) from CSV files or previous software systems.
5. Testing, Dashboards & Handover
Perform end-to-end testing of all automated workflows, build custom executive dashboards, and deliver recorded video walkthroughs plus 1-on-1 team training.
What the Freelancer needs to start the work
1. Which Zoho applications are you currently using or planning to use?
2. What external tools/software do you need connected to Zoho?
3. Do you have an active Zoho One admin account?Please briefly outline the manual tasks or custom Deluge automations you want automated.