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I’m ready to move from a largely manual sales process to one that runs itself inside Zoho CRM. The stages of the pipeline are already mapped out; what I don’t have are the workflow rules, Blueprints, Deluge scripts and task triggers that will push a lead from one stage to the next without constant hand-holding. Here’s what I need built: • Workflow logic that automatically updates deal stages, assigns owners, sets follow-up tasks and fires email/SMS alerts. • A clean, well-labeled Blueprint so reps always know the next action and nothing slips through the cracks. • Custom functions or webhooks where out-of-the-box automation can’t reach. • Short Loom or written walkthrough showing how each piece fits together so I can adjust it later. If you also know your way around ManyChat and can pass Messenger leads straight into Zoho (or trigger pipeline events based on chat activity) let me know—that integration will become phase two right after this goes live. I can give you admin access to a dedicated sandbox plus a precise list of stages and field names the moment we start. Looking forward to seeing how you’d approach this and how quickly you can turn it around.
Project ID: 39749807
27 proposals
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Active 7 mos ago
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27 freelancers are bidding on average ₹24,307 INR for this job

hey , i can help you with this automation...have done it earlier also.................................
₹35,000 INR in 7 days
6.2
6.2

3x Certified Zoho Professional Hey, I am Fateh Singh, with 9-year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Canvas • Widgets • Blueprints • Schedules • Workflows • Validations • Advanced Formula+ • Deluge • Security Control • Process Management • Automations • Data Administration • General System Setup • Channels Setup • Portals • Reports and Dashboards I am confident that my skillset can be utilized for your project and provide the desired outcome. Please feel free to reach out if you have any questions or would like to discuss further Thanks!
₹50,000 INR in 7 days
5.3
5.3

With 8 years of experience in CRM solutions, I am the best fit to complete this requirement. I have the relevant skills to automate your sales process inside Zoho CRM. ### How I will be completing this project: I will create workflow logic to automatically update deal stages, assign owners, set follow-up tasks, and trigger email/SMS alerts. I will design a clean Blueprint for reps to follow the next action seamlessly. Custom functions or webhooks will be implemented where out-of-the-box automation falls short. ### What tech stack I will be following: I will be using Zoho CRM, Deluge scripting, and possibly ManyChat for integration. I have worked on similar solutions in the past and can provide a seamless transition to the automated process you desire. With admin access to your sandbox, I will quickly implement the workflow rules, Blueprints, Deluge scripts, and task triggers. I will also provide a detailed walkthrough for future adjustments. Looking forward to discussing further and turning this project around promptly.
₹12,500 INR in 7 days
4.1
4.1

Hello, I liked your project Zoho CRM Pipeline Automation, which aligns perfectly with my professional expertise. I bring extensive experience in PHP, Software Architecture, CRM, I can ensure timely delivery within 3 days. I'm committed to exceeding your expectations and would welcome the opportunity to discuss your requirements in detail.
₹12,500 INR in 3 days
3.9
3.9

Hello, I can help you turn your mapped-out sales pipeline into a fully automated Zoho CRM system—no more manual nudging. Let's discuss in the chat room. ✔️ Workflow rules, task triggers, emails/SMS ✔️ Clean Blueprint with clear next steps ✔️ Custom Deluge/webhooks where needed ✔️ Simple walkthrough so you can tweak anytime I’ve done this before and can get started ASAP with your sandbox access. Also experienced with ManyChat if you want to dive into phase two next. Let’s make your CRM work for you. Best, Vaneet
₹22,000 INR in 7 days
0.6
0.6

I am a perfect fit for your project as I specialize in custom Zoho CRM development. I will create seamless workflow rules, Blueprints, Deluge scripts, and task triggers to automate your sales process. While new to freelancer, I have vast experience in this field. I would love to chat more about your project! Regards, Ruan Taute
₹28,150 INR in 30 days
0.0
0.0

I am the right fit for your project. I understand the need to automate your sales process within Zoho CRM. I will create the workflow rules, Blueprints, Deluge scripts, and task triggers to seamlessly move leads through stages without manual intervention. While I am new to the platform, I have tons of experience as a Masters in Computer Science Student and a Software Engineer in Fintech as well as doing a few other projects off-site. I would love to talk to you more about your project to see where your head is at and what other feature requirements are needed. Regards, Keresh
₹13,150 INR in 30 days
0.0
0.0

I am a perfect fit for your project as I specialize in creating automated workflows and seamless integrations within Zoho CRM. I will set up workflow rules, Blueprints, Deluge scripts, and task triggers to ensure a clean, professional, and user-friendly system. While I am new to freelancer, I have tons of experience and have done other projects offsite. I would love to chat more about your project! Regards, Gert Kapp
₹18,750 INR in 30 days
0.0
0.0

We’re confident that our team aligns perfectly with what you're looking for. Understanding your need for integrated automation in Zoho CRM, we specialize in creating workflow rules, creating Blueprints, developing Deluge scripts, and setting up task triggers for seamless lead progression. While we’re new to Freelancer, our team has delivered high-quality projects off-platform and brings proven experience to every job — all at a competitive rate as we build our profile here. We’d love the opportunity to chat more about your vision and how we can bring it to life! Regards, Christo Steyn
₹24,400 INR in 30 days
0.0
0.0

"I am a perfect fit for your project. I understand that you need automated workflow rules, Blueprints, Deluge scripts, and task triggers within Zoho CRM to streamline your sales process seamlessly. While I am new to freelancer.com, I have tons of experience and have done other projects off-site. I specialize in building clean, professional CRM solutions with custom workflow logic, Blueprints, and automated follow-up tasks. I am also proficient in integrating ManyChat with Zoho CRM for a more efficient lead generation process. I would love to chat more about your project! Regards, Sadaqah"
₹18,750 INR in 30 days
0.0
0.0

“Your project requirements align seamlessly with what I do best. I understand the need for clean, professional workflow automation in Zoho CRM. I will create workflow rules, Blueprints, Deluge scripts, and task triggers to streamline your sales process effortlessly. Although I’m new to Freelancer, I bring extensive experience from numerous successful projects completed off-platform. I specialize in building automated systems that ensure seamless lead progression and efficient task management. I would love to chat more about your project! Regards, Chad"
₹18,750 INR in 30 days
0.0
0.0

I am a perfect fit for your project as I specialize in creating clean, professional workflow automation solutions. I understand your need for seamless Zoho CRM integration, including custom workflow rules, Blueprints, and Deluge scripts to automate lead progression effortlessly. While I am new to freelancer, I have tons of experience and have done other projects off site. I am confident in my ability to deliver a user-friendly system that will streamline your sales process efficiently. I would love to chat more about your project! Regards, Brandon Mitchell
₹28,150 INR in 30 days
0.0
0.0

With extensive experience in building automated processes within Zoho CRM, I am the ideal candidate for your project. I specialize in creating workflow logic, Blueprints, Deluge scripts, and task triggers that seamlessly guide leads through the sales pipeline. My solutions include automated stage updates, owner assignments, follow-up tasks, and email/SMS alerts to streamline the sales process. I am also well-versed in developing custom functions and webhooks for unique automation needs. Additionally, I can integrate ManyChat with Zoho CRM to ensure a smooth transition of Messenger leads into your pipeline. I look forward to discussing your project further and showcasing my efficient and professional approach. Let's elevate your sales process together!
₹18,750 INR in 30 days
0.0
0.0

Hello Fxprashant, I am a perfect fit for your project because you're looking for a clean, professional, and user-friendly website with seamless functionality and integrated automation — exactly what I specialize in. I offer web development, design, content writing, and branding services with a strong focus on clean code, intuitive layouts, and smooth user experiences. While I am new to freelancer, I have tons of experience and have done other projects off site. I would love to chat more about your project! Regards, Bian
₹18,750 INR in 30 days
0.0
0.0

"I am a perfect fit for your project. I understand you need seamless automation within Zoho CRM. I specialize in setting up workflow rules, Blueprints, Deluge scripts, and task triggers to streamline processes. While I am new to freelancer, I have tons of experience and have done other projects offsite. I would love to chat more about your project! Regards, Divan Van Tonder"
₹18,750 INR in 30 days
0.0
0.0

I am a perfect fit for your project, ready to automate your sales process within Zoho CRM. I will create seamless workflow rules, Blueprints, Deluge scripts, and task triggers to streamline lead progression without constant manual intervention. While I am new to freelancer, I have tons of experience and have done other projects off site. I have expertise in workflow automation, CRM customization, and integration solutions. I would love to chat more about your project! Regards, Enri Esterhizen
₹28,150 INR in 30 days
0.0
0.0

"Your idea is perfect for my expertise! I specialize in creating seamless, automated workflows within Zoho CRM. I can set up workflow rules, Blueprints, Deluge scripts, and task triggers to streamline your sales process. While new to freelancer.com, I have extensive experience in this area. I would love to chat more about your project! Regards, Dylan"
₹24,400 INR in 30 days
0.0
0.0

“I don’t just fit this project—I can help it reach its full potential. I understand the need to automate your Zoho CRM sales process, ensuring smooth transitions between pipeline stages through workflow rules, Blueprints, Deluge scripts, and task triggers. While I am new to Freelancer, I have years of experience developing seamless and integrated automation solutions. I’d love to chat more about your project!” Regards, Saint Sambo
₹18,750 INR in 30 days
0.0
0.0

I am a perfect fit for your project as I specialize in creating clean, professional, automated workflows within Zoho CRM. With extensive experience in developing workflow rules, Blueprints, Deluge scripts, and task triggers, I can seamlessly integrate these functions into your existing pipeline stages. While I am new to Freelancer, I have successfully completed many similar projects off-site. I would love to chat more about your project! Regards, Ryan
₹16,900 INR in 30 days
0.0
0.0

Hi Prashant B., I’d be happy to set up your Zoho CRM so the pipeline runs on autopilot. Here’s how I’ll approach it: Workflows → auto-update deal stages, assign owners, create follow-up tasks, and send email/SMS alerts. Blueprints → clean, guided stages so your reps always know the next action. Custom Deluge → for conditions where workflows alone aren’t enough. Handover → a Loom walkthrough so your team can manage and adjust easily later. (Phase 2: ManyChat → Zoho CRM integration can be handled as a separate project once Phase 1 is live.) Looking forward to setting this up for you and helping streamline your sales process. Hoping for you response Best Regards Riya Dwivedi Zoho Suits Expert
₹24,000 INR in 7 days
0.0
0.0

Kanpur, India
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