My Zoho CRM account is already live and connected to a Cognito Form, yet several core pieces need correction: Data management. Records arriving from the form often land in the wrong fields, and exported CSVs don’t line up with what I see on-screen. I need the existing data cleaned for accuracy, a repeatable import/export process configured, and field-level validation so bad data cannot slip in again. Workflow automations. The logic I built fires, but in the wrong order; updates that should happen after a record is created sometimes run before dependent information is present. Please review each rule, rebuild sequences where necessary, and confirm that actions occur in the proper order every time. Integration stability. Every adjustment to the Cognito Form forces me to remap fields manually and occasionally breaks the sync altogether. I want a resilient connection—whether through direct API, webhooks, or Zoho Flow—that keeps both systems in step with no data loss. Deliverables • Clean, deduplicated CRM data with verified field mapping • Reliable import/export templates and clear instructions for future use • Correctly sequenced automations, tested end-to-end inside Zoho CRM • Hardened Cognito Form → Zoho CRM integration, documented for easy maintenance Once complete, I should be able to add or edit a form, watch new records flow into Zoho in real time, run an export, and see consistent, accurate information throughout.