s
shaks_tidj

Shaks

@shaks_tidj

Zoho CRM and Deluge, Automation, Workflows and Integrations

Royaume-Uni
Anglais, Espagnol
Certaines informations sont présentées en anglais.
À propos de moi
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.... Plus d’infos

Compétences

s
shaks_tidj
Shaks
hors ligne • 
Temps de réponse moyen de 1 heure

Voir mes services

Correction de bugs
I will debug zoho deluge scripts and fix crm creator workflow errors
De50 $US / projetPlus de détails
CRM et développement ERP
I will build conditional multi step lead capture forms in zoho forms
De50 $US / projetPlus de détails

Expérience professionnelle

Self_Employed

Zoho CRM & Automation Specialist

Self Employed • Freelance

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.