I need an experienced Zoho CRM specialist to take our blank-slate account and turn it into a lean, fully tailored sales hub. The first priority is mapping our exact sales pipeline—every stage, probability, and related activity—so the team can see deals move through the funnel without confusion. Once the structure feels right, I want all key fields, layouts, and workflow rules in place to keep data entry quick and consistent while triggering the right follow-up actions automatically. Beyond core CRM work, the project extends to connecting our newsletter platform and the ad-serving tools we rely on for lead generation. Clean two-way data flow is essential; I should be able to segment contacts for campaigns inside the newsletter app and have engagement metrics loop straight back into Zoho for reporting. If a native integration is missing, I’m open to API or Zapier-based solutions—whatever keeps sync reliable and near real-time. System speed and stability matter, so part of your job is testing every automation and integration thoroughly, identifying bottlenecks, and iterating until the whole stack runs smoothly. Deliverables: • Fully configured sales pipeline, custom fields, and page layouts • Workflow, assignment, and notification rules that mirror real-world processes • Seamless integrations with our chosen newsletter and ad-serving platforms, including authentication, field mapping, and sync tests • Documentation outlining configurations, custom functions, and API connections If you’re detail-oriented, know Zoho CRM inside out, and enjoy solving integration puzzles, I’d love to hear how you’d approach this build and an estimated timeline to go from discovery to hand-off.