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I need to streamline my entire lead-to-payment journey inside Zoho CRM and want an expert to set everything up exactly to my sales process. Leads arrive from web forms and partner sources; they should drop straight into Zoho, get routed to the right rep, and kick off a timed sequence of WhatsApp nudges until the deal closes or the prospect falls out. Once a prospect pays, Razorpay must push real-time status updates back to Zoho so the deal stage, revenue fields, and follow-up logic update automatically. I also want at-a-glance dashboards showing conversion rates, revenue collected, and overdue payments, plus scheduled reports landing in my inbox each week. Scope you’ll cover: • Configure Zoho fields, pipelines, assignment rules, and web-to-lead capture • Build WhatsApp follow-up workflows tied to deal stage and payment outcome • Integrate Razorpay via API/webhooks, map transactions back to Zoho records • Design real-time dashboards and scheduled reports for sales and finance • Deliver concise setup documentation and run one hand-off training session Each milestone should be tested in the Zoho sandbox first, demonstrated, and then promoted to production once approved. Share examples of similar Zoho + Razorpay work and estimate the hours you’ll need for each milestone so I can plan the timeline.
ID do Projeto: 40163254
26 propostas
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Ativo há 18 dias
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26 freelancers estão ofertando em média ₹12.701 INR for esse trabalho

yeah i m well versed with the Zoho CRM so as i have read your job description carefully so as i have some questions about that ,so when u are here plz text me if u can consider with me that as well.
₹12.000 INR em 2 dias
7,6
7,6

As a Zoho Certified Developer and experienced API Integration wizard, I have the expertise to deliver the streamlined Zoho CRM and Razorpay integration you're seeking. My team at Worthy Desk specializes in optimizing productivity through the seamless integration of Zoho ONE applications plus third-party tools. Notably, we've successfully built similar custom solutions for clients in the past, allowing them to focus on business acceleration while we take care of automation and reporting. For your project, we'll first configure Zoho CRM precisely to your unique sales process, making sure all necessary fields, pipelines, and assignment rules are implemented flawlessly. We'll then set up efficient workflows that dictate WhatsApp messages based on deal stage and payment outcome to optimize communication with prospects and streamline your team's efforts even further.
₹10.000 INR em 7 dias
6,3
6,3

Hello, With an extensive background in software development and managing platforms like Zoho and Razorpay, I am confident in my ability to transform your lead-to-payment process. My experience working with APIs and webhooks alongside my proficient knowledge of Salesforce and PHP grant me the skills necessary to tackle this project efficiently. Using Zoho's capabilities, I will configure relevant fields, pipelines, assignment rules, and web-to-lead captures to align perfectly with your unique sales process. Another key task we'll undertake is building tailored WhatsApp workflows that are synced with the deal stage and payment outcomes. This will help streamline your communication efforts throughout the sales cycle. Integrating Razorpay via API/webhooks is another indispensable task that we can handle smoothly. We will ensure that all transactions from Razorpay are mapped back accurately to their respective Zoho records for easy tracking and seamless updates. Regards Mohit
₹7.000 INR em 7 dias
6,0
6,0

Hey, I’ve reviewed your project and understand you’re looking to fully automate your lead-to-payment journey inside Zoho CRM, including real-time Razorpay integration and WhatsApp follow-ups aligned with your sales process. The goal will be a seamless workflow from lead capture to revenue tracking, with clear dashboards and automated reporting. I can configure Zoho pipelines, fields, assignment rules, and web-to-lead capture so leads from web forms and partners are routed correctly. WhatsApp follow-up sequences will trigger based on deal stage and payment status, ensuring prospects are nudged until closure. Razorpay transactions will update Zoho in real time via API/webhooks, keeping deal stages, revenue, and follow-ups accurate. I’ll also design dashboards for conversion rates, revenue, overdue payments, and schedule reports to land automatically in your inbox. Each milestone will be tested in a Zoho sandbox, demonstrated, and promoted to production after approval. Setup documentation and one hand-off training session will be provided. I can share examples of previous Zoho + Razorpay integrations and outline estimated hours per milestone for planning. Best regards, Muhammad Adil Portfolio: https://www.freelancer.com/u/webmasters486
₹8.000 INR em 6 dias
5,5
5,5

Hello, I have 15+ years of experience in Zoho CRM and payment integrations, with extensive expertise in automating end-to-end sales processes. I will configure Zoho to capture leads from web forms and partner sources, assign them to the right reps, and trigger WhatsApp follow-ups tied to deal stage and timing until the deal closes or the prospect falls out. Razorpay will be integrated via API/webhooks, ensuring real-time updates to deal stages, revenue fields, and follow-up workflows. I will also design live dashboards showing conversion rates, revenue collected, and overdue payments, along with scheduled email reports delivered weekly. Each milestone will be tested first in a Zoho sandbox, demonstrated, and promoted to production upon approval. The setup will include concise documentation and a handover training session for your team. Examples of similar Zoho + Razorpay implementations can be shared during a one-to-one discussion. Best regards, Abhijeet
₹12.500 INR em 7 dias
6,6
6,6

3x Certified Zoho Professional Hey, I am Fateh Singh, with 9-year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : ZOHO Consultancy API Integration Configurations & Customisation App Development Data Migration ZOHO Training Support I have good exposure to different areas of ZOHO like Custom Modules Custom Fields Canvas Widgets Blueprints Schedules Workflows Validations Advanced Formula Deluge Security Control Process Management Automations Data Administration General System Setup Channels Setup Portals Reports and Dashboards
₹15.000 INR em 15 dias
5,0
5,0

With my multi-faceted background in web and mobile development, including extensive experience using Ruby on Rails, Django, React JS, PHP and more, I am uniquely positioned to tackle your project's Zoho CRM Automation & Razorpay Integration needs. My experience also extends to creating and integrating with web APIs and Webhooks which is key for the connection between Zoho and Razorpay. Having previously designed numerous automated workflows, payment systems and dashboards, I know how to configure your Zoho CRM to match your lead-to-payment process seamlessly. And with my expertise in React JS development I can deliver real-time dashboards that will provide you with sharp insights into all your metrics including conversion rates, revenue collected and overdue payments. My focus remains on ensuring top-notch quality while staying in tune with all your specific requirements. I am committed to not only designing a streamlined system for you but also providing you with a precise setup documentation and one-on-one training session for ease of future management. Choose me today as your option
₹7.000 INR em 5 dias
4,9
4,9

I have strong hands-on experience implementing Zoho One end-to-end across my own business, including Zoho Creator, CRM, Books, Analytics, Flow, and integrations with external platforms. I focus on lean, execution-first MVPs with minimal tech overhead and clear delivery. Sure, I can handle your project on Zoho CRM Automation & Razorpay Integration. Kindly please connect in chat to discuss. And also I am an expertise lies in designing end-to-end automation workflows that combine n8n orchestration with advanced AI models such as OpenAI GPT-4, Claude,Vapi, LLaMA, and other state-of-the-art LLMs, enabling intelligent, context-aware, and scalable business solutions. Scope for the work, will cover: • Configure Zoho fields, pipelines, assignment rules, and web-to-lead capture • Build WhatsApp follow-up workflows tied to deal stage and payment outcome • Integrate Razorpay via API/webhooks, map transactions back to Zoho records • Design real-time dashboards and scheduled reports for sales and finance • Deliver concise setup documentation and run one hand-off training session My latest sample ZOHO project done in Freelancer for your reference : https://www.freelancer.com/projects/zoho-crm/Complete-Zoho-One-CRM-Implementation/reviews.
₹50.000 INR em 30 dias
4,6
4,6

I will automate your Zoho CRM workflows and integrate Razorpay for seamless payment processing. The automation will cover lead-to-customer flows, deal updates, invoice generation, and follow-ups, ensuring data consistency and reducing manual tasks. Razorpay integration will enable secure online payments, automated payment updates in CRM, and reconciliation with invoices. Custom workflows, notifications, and reporting dashboards can be implemented to monitor sales and financial activity in real time. The system will be scalable, secure, and aligned with your business logic. Clear documentation and testing will be provided to ensure smooth handover and long-term reliability. Let’s connect
₹7.000 INR em 7 dias
0,9
0,9

As an experienced AI and Full-Stack Engineer with a profound understanding of the Zoho CRM and Razorpay platforms, I am confident that I'm the ideal candidate to streamline your lead-to-payment processes in Zoho. The project scope aligns perfectly with my core competencies, which includes API Integration, Automation, and PHP development, crucial skills needed for a successful Zoho CRM setup and Razorpay integration. Drawing from my 5+ years of practical experience building scalable web applications, I possess a demonstrated history in workflow automation using other tools such as n8n and Zapier - assets that will be invaluable for integrating various parts of your system. My clean code, clear communications, and emphasis on timeliness will be evident in the setup documentation you'll receive. In conclusion, hiring me guarantees not only a deep technical understanding but also a business-driven approach to solutions. You can expect a professionally tailored CRM system that factors not just technology but also your unique business goals and workflows. I look forward to being part of transforming your lead-to-payment journey to boost sales efficiency and simplify revenue monitoring.
₹7.000 INR em 7 dias
0,5
0,5

As a seasoned digital marketer and automation expert, I am well-equipped to handle the complexities of your Zoho CRM automation and Razorpay integration project. My robust experience in API integrations, software architecture, and automation aligns perfectly with your demanding requirements. Over the past 5 years, I have generated over 50,000 qualified leads, scaled multiple ad accounts to over $2M in ad spend while maintaining strong profitability. This ability to navigate complexity while optimizing for maximum efficiency would be invaluable in configuring your Zoho fields, pipelines, and assignment rules to align with your sales process. Moreover, I bring creative energy to my projects as exemplified by high-end brand identities and optimized funnels that have increased revenue for service-based businesses. This same creativity will be employed in building WhatsApp follow-up workflows tied strategically to deal stage and payment outcome. Let's design not just an efficient automation system but one that amalgamates technology with engaging communication that leaves your prospects impressed at every turn. In sum, my dedication to detail, demonstrated ability to deliver results, and understanding of what it takes to grow businesses make me the perfect fit for your project.
₹7.000 INR em 7 dias
0,4
0,4

Hello, I’m Ankur, a freelance developer with a dedicated team of professionals. I read all your requirements for CRM Autometion-Razorpay intregration and I assure you that I will provide high-quality work at the proper time. Additionally, we also provide you 3 months of support from our side. As a Full Stack Developer, I specialize in Web and App Development, boasting a portfolio of stunning projects with top-notch UI/UX design. My expertise spans Flutter (for both Android and iOS), PHP, and WordPress, and I bring over 7 years of experience to the table. Whether it’s websites, applications, or e-commerce platforms, I’ve got you covered. But I’m not limited to just coding. My skill set extends to graphic design and logo creation, offering you a one-stop solution for all your project needs. With a track record of over 500 completed projects, I am committed to delivering nothing short of excellence. My ultimate goal is your complete satisfaction. Thank you for considering me for your project. I’m ready to transform your vision into a reality that stands out in today’s competitive landscape. Best Regards, Ankur Hardiya
₹7.000 INR em 7 dias
0,2
0,2

Hello, I’m experienced in setting up and optimizing Zoho and HubSpot CRM to streamline lead management, sales pipelines, and automation. I can handle CRM configuration, workflows, integrations, and reporting to match your business needs. >> I would be happy to connect and discuss your project in detail. Let's have a quick chat or call to talk more about your project.<< Best Regards, Pritpal Kaur V
₹12.500 INR em 7 dias
0,0
0,0

I understand you need seamless Zoho CRM automation with Razorpay integration to optimize your sales funnel. With my expertise in PHP, API integration, and Zoho CRM, I'll configure your Zoho CRM precisely as per your sales process. You can expect custom WhatsApp workflows, real-time Razorpay synchronization, and intuitive dashboards capturing essential metrics. Rest assured, each milestone undergoes rigorous testing before going live. I've handled similar projects, dedicating [estimate of hours] for your success. Let's collaborate for a streamlined lead-to-payment journey. Excited to work with you. Regards, TM MOHALE
₹6.276 INR em 3 dias
0,0
0,0

As a seasoned full-stack developer with more than 5 years of experience, specializing in scalable digital solutions, I am the perfect candidate to handle your Zoho CRM automation and Razorpay integration needs. My expertise includes PHP, which aligns perfectly with the requirements of configuring Zoho fields, pipelines, assignment rules and web-to-lead capture. Documentation is another key strength that I bring to the table. I understand the importance of clear and concise setup documentation for seamless future operations, and will ensure that it is delivered to you without any loopholes. Also, being fluent in English ensures effective communication during our collaboration. You’ll be delighted to know that my team and I have successfully integrated payment gateways like Razorpay in the past, ensuring real-time status updates and accurate mapping of transactions back to the respective records. To get a better understanding of our proficiency in this field, I can share examples of similar Zoho+Razorpay work accomplished by us. Additionally, my skill set extends to report generation and dashboard creation - key components favoured in your project. Trust me for bringing your vision to life through a streamlined process and robust implementation!
₹6.000 INR em 14 dias
0,0
0,0

I can set this up end-to-end inside Zoho exactly as you described—clean, automated, and reliable. I’m a Senior Zoho Developer with 2+ years of experience, leading a team of 2 developers, and I’ve completed 15+ end-to-end Zoho CRM implementations involving automations, WhatsApp workflows, and payment gateway integrations. I will: - Configure Zoho CRM fields, pipelines, assignment rules, and lead capture - Build WhatsApp follow-ups based on deal stage, inactivity, and payment status - Integrate Razorpay via API/webhooks to sync payments, revenue, and deal stages in real time - Create live dashboards and weekly scheduled reports - Test everything in Zoho Sandbox, then move to production after approval - Provide documentation and one hand-off training session I’ve done similar Zoho + payment integrations before and can share examples and a clear hour-wise estimate. Let’s connect and finalize the scope.
₹12.500 INR em 7 dias
0,0
0,0

Hi! Zoho CRM + Razorpay automation specialist – built lead-to-payment flows with webhooks (n8n similar). Plan: Zoho: fields/pipelines/assignment/web-to-lead + WhatsApp sequences (stage-timed) Razorpay webhook → Zoho update (stage/revenue) Dashboards conversion/revenue/overdue + weekly reports Sandbox test → prod + doc/training Price: ₹10.000 fixed (7 days) Milestones: ₹4k Zoho setup ₹3k Razorpay + WhatsApp ₹3k dashboards/reports Zoho sandbox access → prototype 48h! Best, Lucas | Resolva Tech
₹10.000 INR em 7 dias
0,0
0,0

I’m a CRM developer skilled in Zoho and Salesforce, with hands-on experience building automations, workflows, and API integrations. Your project requires someone who can connect lead capture, WhatsApp follow-ups, and Razorpay payments into one smooth system — that’s exactly the kind of work I do.I focus on clean, reliable setups with proper sandbox testing, documentation, and a clear workflow that works from day one. Don't worry I've just created my new profile ,Skills are mastered enough
₹4.799 INR em 7 dias
0,0
0,0

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