Zoho CRM Workflow Finalization

Заказчик: AI | Опубликовано: 23.09.2025
Бюджет: 750 $

My Zoho CRM build is sitting at roughly 90 % complete and I need a seasoned hand to bring it over the finish line. The section demanding the most attention is the webhook/N8N layer that connects our account to several third-party CRM systems—right now the triggers are not firing with the precision we need, so accurate event handling is the first priority. Beyond that, I still have to polish the post-meeting email automations, confirm every lead field is captured properly, and make sure the routine CSV exports appear exactly as scheduled. A generic messaging API also needs to slot into the flow so that notification texts mirror the CRM status changes. Deliverables • Debug and stabilise existing lead-management workflows • Fix webhook/N8N triggers so third-party CRM events fire accurately • Final-test email sequences, generic messaging API calls and in-CRM notifications • Validate data capture and produce clean, repeatable CSV reports When you reply, include proof of Zoho Premium Partner status, a concise rundown of your Zoho CRM automation background, a quick note on any similar webhook integrations you have completed, and confirmation you can start right away and report progress regularly.