s
shaks_tidj

Shaks

@shaks_tidj

Zoho CRM and Deluge, Automation, Workflows and Integrations

Großbritannien
Englisch, Spanisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
I help businesses build, fix, and optimize Zoho CRM systems that reduce manual work and streamline business processes. I specialize in CRM automation, custom Deluge scripts, workflows, lead capture forms, API integrations, and automated PDF quotes and invoices. I also troubleshoot broken workflows and Zoho Mail authentication issues involving SPF, DKIM, and DMARC. Whether you need to improve an existing Zoho setup or automate a manual process, I build practical, reliable solutions tailored to your business. Send me a message, let's discuss what your business needs.... Mehr lesen

Kompetenzen

s
shaks_tidj
Shaks
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

Fehlerbehebung
I will debug zoho deluge scripts and fix crm creator workflow errors
Ab50 $ / ProjektWeitere Details
CRM- & ERP-Entwicklung
I will build conditional multi step lead capture forms in zoho forms
Ab50 $ / ProjektWeitere Details

Arbeitserfahrung

Self_Employed

Zoho CRM & Automation Specialist

Self Employed • Freiberufler

May 2023 - Present • 3 yrs 5 mos

I specialize in turning Zoho CRM into organized, efficient, and automated systems for managing leads, sales activities, customer information, and day-to-day business processes. I configure CRM modules, fields, layouts, validation rules, workflows, automated actions, and business processes based on each organization's requirements. I build automated lead-capture and qualification systems using Zoho Forms and Zoho CRM, including conditional logic, multi-step forms, field mapping, and automated record handling. I also create document automation for generating quotes, invoices, proposals, and other PDF documents directly from CRM data. I troubleshoot and optimize existing Zoho CRM environments by identifying automation issues, incorrect record updates, and process bottlenecks. I test and refine workflows, correct specific problem areas, and improve system reliability while preserving CRM configurations that are already working properly.