Posted 1 Hours Ago Job ID: 2113468 4 quotes received

Zoho CRM + Campaign Automation Expert

Fixed PriceUnder $250
Quotes (4)  ·  Premium Quotes (0)  ·  Invited (0)  ·  Hired (0)

  Send before: December 28, 2025

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Programming & Development ERP / CRM / SCM

📝 Project Description:

We’re looking for a Zoho CRM + Zoho Campaigns automation specialist to help us launch a 24-step customer journey for one of our verticals. This is not a strategy build — everything is already written and uploaded. We simply need execution.


If you’re experienced with Zoho Campaigns, CRM scoring, tagging, and task automation — this will be a quick project with high clarity.


 What We Have:

  • 24-step email sequence (written and uploaded)

  • CRM contacts ready to segment

  • Clear starting trigger (opt-in or status change)

  • Calendar booking link (for 15-min calls)

  • CTA logic defined

  • Interest scoring logic pre-outlined

  • Alert/task rules pre-mapped

  • CRM & Campaigns are fully active


🚀 What We Need You To Do:

  1. Set Up Automation in Zoho Campaigns

    • Use pre-existing templates and rules

    • Trigger sequence automatically upon CRM action

    • Create profile scoring based on email behavior (open, click, no response)

  2. Create Task + Alert Triggers

    • When profile scores pass certain thresholds

    • Notify team via email or Zoho CRM task

  3. Test + QA Entire Flow

    • Confirm sequence timing

    • Confirm CTA click paths (calendar, landing pages)

    • Spot-check tags, CRM updates, etc.

  4. (Optional): If needed, use N8N or webhooks to enhance functionality outside Zoho.


🎯 Your Profile:

  • 🧠 Strong background in Zoho CRM + Campaigns

  • ⚙️ Confident in workflows, tags, scoring, triggers, lists, and segmentation

  • 🔁 Bonus: experience with N8N, Make, or external webhook automations

  • 📊 Understand lead scoring, customer journeys, and trigger-based logic

  • 🧪 Can test and debug without supervision


📦 Deliverables:

  • Fully working 24-step campaign inside Zoho

  • Working scoring system (open, click, ignore = score logic)

  • Alerts + tasks generated automatically inside CRM

  • Tested and documented setup

  • (Optional): Suggested improvements or ideas to scale


📅 Timeline:

  • We’d like this fully functional within 1–3 days

  • This is the first vertical — if it goes well, we’ll repeat this across multiple industries

💬 To Apply:

Please share:

  1. Examples of Zoho Campaign automation you’ve built

  2. Experience with scoring, tagging, or CRM triggers

  3. Your rate and availability

  4. Bonus if you’ve worked with Make/N8N or other integrations


🌟 Why This Is Easy for the Right Person:

  • You’re not writing or designing anything.

  • The emails and logic are done.

  • You just need to plug in, trigger, score, and alert.

If this sounds like a fit, apply now — we’re ready to go.

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Thayron Manuel S Colombia