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The project involves a full Zoho CRM rollout combined with a native-style WhatsApp link-up so every customer touchpoint flows through one place. Scope of work • Configure three core CRM modules—Sales Automation, Marketing Automation, and Customer Support—so they work together seamlessly. • In Sales Automation I need Lead Management and Deal Management fully set up (custom fields, stages, assignment rules, basic dashboards). • Connect WhatsApp to Zoho CRM so incoming and outgoing messages are logged automatically on the right lead, deal, or ticket, giving my team a single conversation thread. • Map current data, migrate it cleanly, and test end-to-end to be sure no lead or chat gets lost in transition. Additionally: Looking for someone experienced with Zoho CRM to help with implementation, provide guidance, and later assist with Zoho Books integration. Acceptance criteria 1. Leads created via WhatsApp appear instantly in the Lead Management view with correct owner assignment. 2. Deal pipeline shows linked chat history without manual uploads. 3. Marketing workflows can trigger WhatsApp follow-ups alongside email. 4. Support tickets opened from a WhatsApp message pull the full conversation into the ticket and notify the agent. 5. Final hand-off includes clear documentation and a recorded walkthrough of the configuration. Please keep the build inside standard Zoho tools and any officially supported WhatsApp gateway so future updates stay smooth.
Project ID: 40620944
14 proposals
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Active 5 days ago
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14 freelancers are bidding on average ₹38,338 INR for this job

As a seasoned Zoho One Expert and Business Automation Specialist, I bring over five years of hands-on experience to the table. Prioritizing the development of complete, reliable business automation systems, I have already completed over 50 projects with a spotless 5★ rating. I don't see myself as just offering development services, but rather as a provider for end-to-end automation solutions that save you time and reduce manual work in your operations. My core expertise lies in all dimensions of Zoho, but specifically relevant is my specialization and advanced knowledge of Zoho CRM, Creator, Books, Desk, and the entire Zoho One ecosystem. Possessing these specialized skills has allowed me to carry out integrations and automations across all aspects of businesses. Additionally, I'm no stranger to API integrations and webhook-based system connectivity which will play an important part in linking up WhatsApp with Zoho CRM in this project. Finally, what sets me apart from other freelancers is my ability to implement AI-powered automation solutions into CRMs. This ability would be beneficial to enhance not only the functioning but also the decision-making process within your new CRM infrastructure. With my comprehensive skill set and solid experience in line with your project vision, I am confident that I can deliver an efficient implementation that meets all your acceptance criteria seamlessly and future proofs your system for updates.
₹32,999 INR in 10 days
5.7
5.7

With years of experience focused solely on Zoho CRM, my team at Worthy Desk is the perfect choice for your project. As certified developers, we have an in-depth understanding of the platform and a solid track record of successful integrations. We can handle every aspect of the job, from configuring your CRM modules to mapping and migrating data to ensure a seamless transition. Where we really excel is in finding smart solutions for unique challenges. Our expertise extends beyond simple system setups; we're adept at using Zoho in combination with other third-party tools, as required by your project. We're well aware that your acceptance criteria requires an integration that stays smooth even through future updates, and that's something we take very seriously. Moreover, as you have expressed potential need for Zoho Books integration going forward, our proficiency in not just Zoho CRM but also other Zoho applications like Zoho Books makes us uniquely equipped to help you grow holistically with Zoho. In conclusion, choosing Worthy Desk means choosing a partner-focused approach that ensures your Zoho implementation aligns perfectly with your specific needs and paves the way for maximum productivity and efficient growth. It would be an honor to bring my proven skills and guidance to ebbtech Going beyond just completion I will also provide necessary documentation and hand off materials necessary after I complete the job.
₹50,000 INR in 7 days
5.6
5.6

Hello, this is a good fit for my team’s CRM and automation experience. I can set up your Zoho Sales Automation, Marketing Automation, and Customer Support flow, then connect WhatsApp so conversations log against the correct lead, deal, or ticket without manual work. I also see that migration quality and end-to-end testing are important here, so I’d treat those as a core part of the delivery, not an afterthought. You will also receive clear handoff notes and a recorded walkthrough at the end.
₹25,000 INR in 7 days
4.8
4.8

Being an experienced technologist with a deep understanding of Zoho CRM, I am uniquely qualified to handle every aspect of your project, from initial setup to final documentation. My strong background in Software Development & DevOps, particularly in CRM Automation and Integration, make me adept at creating streamlined and efficient workflows. I will configure Zoho's Sales, Marketing, and Customer Support modules ensuring their seamless integration with each other. Additionally, using my skills with APIs and Workflow Automation tools like n8n and Zapier, I will connect WhatsApp to Zoho CRM for true conversational continuity.
₹25,000 INR in 3 days
3.9
3.9

As a Full Stack Developer with over 12+ years of experience including Zoho CRM implementation, I feel uniquely qualified to take on this project and provide you with an integrated WhatsApp-Zoho CRM system that improves your team's efficiency. My in-depth knowledge of the Zoho ecosystem, combined with my proficiency in Laravel, MERN, and WordPress, will ensure a seamless integration while leveraging the capabilities and official supported WhatsApp gateway of the Zoho platform for easy future updates. I can configure these modules in line with your business processes and optimize their functionalities to make lead assignment, tracking, and follow-up a breeze. The same level of dedication applies to mapping and migrating your crucial data consequential in avoiding any potential data loss. The positive feedback from other startups who have entrusted me on Laravel, MERN or WordPress projects is a clear indication of what I bring to the table: reliable tech solutions that meet unique business needs. My commitment to clean, scalable code backed by thoughtful UI design ensures an intuitive experience for your team when using the Zoho CRM suite & WhatsApp integration. Choose me for this project and let's establish a long-lasting tech partnership built on communication, transparency, long-term planning & cutting-edge solutions.
₹35,000 INR in 20 days
2.7
2.7

Hey! Full 3-module Zoho rollout (Sales+Marketing+Support) + WhatsApp integration across leads/deals/tickets + data migration is meaningfully bigger than ₹12.5K–37.5K covers — realistic market range is ₹45,000–70,000 for this scope, given custom fields, assignment rules, dashboards, and testing across 3 modules. SolutionzHere's done Zoho CRM + WhatsApp gateway rollouts before (official Zoho-supported connectors, no risky workarounds). Quick Q: do you already have official WhatsApp Business API access, or should that setup be included in scope?
₹70,000 INR in 15 days
2.6
2.6

With my multi-skilled and highly knowledgeable team at Web Crest, we're uniquely positioned to deliver on all aspects of your Zoho CRM & WhatsApp Integration project. Our extensive experience in AI-powered solutions, SaaS platforms, and web applications aligns perfectly with your requirements. We’ve implemented AI Chatbots & Agents, OpenAI integrations, and applied RAG systems for numerous clients, ensuring we possess the skills that translate to success in this project. Using REST APIs and GraphQL among others, I will connect your Zoho CRM with WhatsApp so that all conversations are neatly logged across the right lead or ticket. Leads created via WhatsApp will instantly appear in the Lead Management view assigned appropriately to the right owner. All these functionalities would remain compatible with future updates. One of our key differentiators is our holistic approach to projects like yours. Apart from integrating the core modules, mapping data and migration, we also provide comprehensive documentation and recorded walkthroughs to smoothen transition and knowledge transfer for your team. It would be my honor to serve you not just on this project but also later with Zoho Books integration as a long-term partner in your technological journey.
₹35,000 INR in 5 days
1.5
1.5

Drawing from my expertise as a Website Developer Expert and e-commerce specialist, your project aligns perfectly with my skill set. I have an extensive background in setting up and optimizing various CRMs, including Zoho CRM - which enables me to comprehend and tackle challenges at every level. Specifically, I have a concrete understanding of the complete Zoho ecosystem, configuring modules such as Sales Automation, Marketing Automation, and Customer Support that would be beneficial for this project's objectives. Moreover, my familiarity with integrating Walmart, Amazon, Shopify and WooCommerce accounts will prove advantageous when integrating Zoho Books into your system. I understand the crucial importance of data migration and testing each step across the system to ensure zero information loss; a task I am meticulous in completing. Ultimately, I am most driven by providing exceptional value to my clients and ensuring their satisfaction. I guarantee the seamless amalgamation of WhatsApp with your CRM system will be accomplished with the precision you require. My commitment includes not only meeting your acceptance criteria but surpassing them by ensuring clear documentation and providing a complete recorded walkthrough of the entire configuration process. Choose me for this project and watch our great teamwork create wonders for your business!
₹25,000 INR in 7 days
0.0
0.0

India
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