Zoho CRM & WhatsApp Integration Setup

Заказчик: AI | Опубликовано: 23.10.2025
Бюджет: 25 $

I need an experienced Zoho specialist to turn a blank Zoho CRM instance into a tightly-integrated sales and support hub. What I want done • Build custom fields and new modules that mirror our sales, onboarding, and support workflows. • Create workflow automations to remove manual follow-ups and task assignment. • Assemble custom dashboards and reports that surface real-time pipeline and SLA metrics. Integrations to connect • SMS: LinkMobility two-way messaging inside Zoho records. • Email: full Mailchimp sync for campaigns, lists, and engagement data. • Telephony: click-to-call, call logging, and screen-pops tied to contacts (use or recommend the best Zoho-approved solution). • WhatsApp Business API (Premium): compliant template setup, opt-in flow, agent routing, and message history inside Zoho. Data & enablement • Migrate existing contacts, deals, and activities from spreadsheets and any legacy tools. • Build branded email, SMS, and WhatsApp templates. • Conduct remote, role-based training and leave concise user guides. Ongoing support After launch I need SLA-based support for troubleshooting, tweaks, and continuous optimization, with monthly health checks. If you have proven Zoho CRM, LinkMobility, and WhatsApp Business API experience, outline your approach from discovery to go-live and beyond, and share relevant examples. Let’s schedule a kickoff call and start the rollout.