Zoho CRM Customer Activity Automation System Project Overview Build an automated customer activity tracking system integrating Zoho CRM with RouteIQ. Sales teams get instant visibility into customer engagement patterns through automated updates, smart filtering, and visual map representations. Core Solution Automated Last Order Date Field - Updates automatically when invoices are paid in Zoho Books Customer Status Categories - Active (<30 days), At-Risk (30-90 days), Dormant (90+ days) Color-Coded Maps - RouteIQ shows customer status geographically (Green/Yellow/Red) Smart List Views - 4 pre-configured filters for different activity timeframes Automated Alerts - Notifications when customers exceed 60 days without orders Technical Implementation Phase 1: Field Setup & Automation Create "Last Order Date" custom field in Accounts Build Deluge function to sync invoice dates from Books to CRM Ensure real-time updates when invoices are marked paid Phase 2: Sales Views Configure 4 list views: Last 30/60/90 days + Inactive accounts Enable instant customer segmentation for sales reps Phase 3: Map Integration Set up RouteIQ color-coding rules based on last order activity Mobile-optimized for field sales teams Toggle functionality for selective viewing Phase 4: Reporting & Alerts Dashboard showing Active/At-Risk/Dormant counts Workflow alerts for account owners when customers hit 60+ days Note:Selected freelancer will provide live implementation guidance while I share my screen for real-time configuration and its urgent