ZOHO CRM API Integration - Workflow & Setup

This project received 8 bids from talented freelancers with an average bid price of $19 USD / hour.

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Project Description

After reviewing a number of CRM solutions the last few months I have now decided to use ZOHO CRM.

I am looking for an experienced programmer who has 3-5 years setting up business CRM's and 2-3 years with ZOHO CRM.

I have created a website that generates our real estate prospects each week. These now nneed to pathway to our CRM where our telemarketers can call the prospects and identify them as a lead. From this point our leads will be nurtured through the CRM and onto a successful sale. I intend on creating future marketing campaigns and will wish that the appropriate setup of the CRM be made to ensure smooth use of the tool after this project.

I seek hire your skills where we can review the workflow process, connect necessary API's and integrate the CRM with the website. I also seek your advice on tools or apps to the development of our processes and systems that will be created during the workflow. *One example is to integrate a hosted PBX with a soft phone - one click calling for our call agents

I currently have access to Office Autopilot and would like your review or recommendation on whether I shall continue to use this tool for our email marketing as part of the system.

Thanks for reviewing, I look forward to your application to this project.

All the best,


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