
Zainab Oyelekan
Automating CRM and Email Systems for Service Businesses
Kompetenzen

Meine Dienstleistungen


Arbeitserfahrung
Zoho CRM Implementation Consultant Full CRM Build, Blueprint Documentation & Campaigns Integration
Gastrostudent • Freiberufler
May 2026 - Jun 2026 • 1 mo
Led a complete Zoho CRM implementation for a client managing multiple business work areas including family services, professional referrals, and active client management designing a full CRM architecture covering five core work areas plus contacts, with custom fields, picklist values, workflow automation rules, dashboard components, saved views, and reporting built to match the client's actual operations rather than a generic template. Before any build work began, produced a comprehensive 13-page implementation blueprint document — a professional field-map covering every module, custom field, picklist option, the seven workflow automation rules, both user permission profiles, the web-to-lead capture form, Gmail sync configuration, the four-report reporting suite, and the complete data import plan — and required written client sign-off on this document before starting development. This blueprint-first approach protected the project scope, ensured the client fully understood what they were paying for, and created a clear, defensible reference point for any future scope changes or add-on requests. Also scoped and delivered a full Zoho Campaigns integration alongside the CRM build: synced contact lists by audience segment, two branded email templates matching the client's visual identity, domain authentication for reliable email deliverability, unsubscribe list syncing, and test sends per audience before go-live. Structured the engagement with a clear delivery sequence blueprint approval first, CRM build second, acceptance testing with the client third, followed by training videos, a quick-start reference sheet, and a 30-day post-launch support window giving the client full visibility into the process from quote to handoff. Zoho CRM implementation, custom module and field architecture, workflow automation design, Zoho Campaigns setup, email deliverability and domain authentication (DKIM/SPF/DMARC), CRM data migration planning, technical
Zoho Automation Specialist Siri-to-Zoho Voice Task System
Magith Noohukhan • Freiberufler
Mar 2026 - Jun 2026 • 3 mos
Designed a voice-activated task automation system connecting Apple Shortcuts and Siri to Zoho CRM using Zoho Flow webhooks, eliminating manual data entry for a client managing tasks across a custom Zoho CRM module. The project scope covered: Siri voice command capture (task title, due date, reminder date/time), Apple Shortcuts configuration to structure and transmit voice input, and a Zoho Flow webhook integration to route data directly into a custom "TasksMike" CRM module with fallback logic evaluated for native Zoho CRM Tasks and Zoho Projects Tasks depending on reminder-field reliability. Built field mapping for task title, task status ("Eingang"), source tagging (Siri), due date, and a custom reminder date/time field to work around native Zoho reminder limitations. This work reflects core skills directly relevant to CRM automation, workflow automation, and business process automation: Zoho CRM configuration, Zoho Flow webhook setup, custom module and custom field design, Apple Shortcuts scripting, API/webhook integration between third-party apps and CRM systems, voice command automation, task management automation, and no-code/low-code workflow design. I specialize in translating a client's manual, repetitive process into a hands-free automated system reducing data entry time, minimizing missed tasks, and connecting mobile tools (Siri, Apple Shortcuts) directly into CRM infrastructure (Zoho CRM, Zoho Flow, Zoho Projects). Zoho automation, Zoho Flow expert, Zoho CRM customization, Siri Shortcuts integration, voice-to-CRM automation, Apple Shortcuts developer, CRM workflow automation, webhook integration specialist, Zoho consultant.
Zoho Creator Deluge Developer Implant Depot Zoho Creator Portal Rebuild
Impact Health Staffing • Freiberufler
Feb 2026 - May 2026 • 3 mos
Took over an existing Zoho Creator client portal built on Zoho Creator with custom Deluge functions left with unresolved bugs by a previous development vendor, and rebuilt the support-ticket communication system to close a critical one-way gap between the client's portal and their Zoho Desk helpdesk. Diagnosed the root issue: support agent replies typed inside Zoho Desk were never reaching the customer-facing portal, leaving clients with no visibility into ticket responses. Mapped the full data architecture across a custom Creator form and its connected Desk records, then engineered a custom Deluge function to pull ticket thread data from Zoho Desk via API, isolate agent-only replies using thread direction metadata, clean the reply text of embedded email-quote artifacts, and write the result back into the correct ticket record automatically. Wired this function directly into the portal's page-load logic so the sync runs in real time, every time a client opens their tickets page with no manual trigger, cron job, or admin action required. Confirmed the fix through live end-to-end testing from the client-facing side of the portal (not just the admin editor), validating that replies appeared correctly on real test tickets before handoff. Also resolved a separate reporting bug on the portal's case-listing page, and diagnosed a file-download failure on the WorkDrive integration to a specific missing connection scope, escalating precisely to Zoho support rather than guessing at the cause. Core skills demonstrated: Zoho Creator development, Deluge scripting, Zoho Desk API integration, custom form and workflow design, third-party API/webhook debugging, ticket system automation, legacy code troubleshooting, and CRM/helpdesk system integration relevant to buyers searching for Zoho Creator developer, Deluge programmer, Zoho Desk integration, Zoho API automation, custom CRM portal development, or Zoho bug-fixing and support.