MercyZainab

Zoho Automation Specialist Siri-to-Zoho Voice Task System

High-TechZone Members' Club • Freelance

Mar 2026 - May 2026 • 2 mos

Designed a voice-activated task automation system connecting Apple Shortcuts and Siri to Zoho CRM using Zoho Flow webhooks, eliminating manual data entry for a client managing tasks across a custom Zoho CRM module. The project scope covered: Siri voice command capture (task title, due date, reminder date/time), Apple Shortcuts configuration to structure and transmit voice input, and a Zoho Flow webhook integration to route data directly into a custom "TasksMike" CRM module with fallback logic evaluated for native Zoho CRM Tasks and Zoho Projects Tasks depending on reminder-field reliability. Built field mapping for task title, task status ("Eingang"), source tagging (Siri), due date, and a custom reminder date/time field to work around native Zoho reminder limitations. This work reflects core skills directly relevant to CRM automation, workflow automation, and business process automation: Zoho CRM configuration, Zoho Flow webhook setup, custom module and custom field design, Apple Shortcuts scripting, API/webhook integration between third-party apps and CRM systems, voice command automation, task management automation, and no-code/low-code workflow design. I specialize in translating a client's manual, repetitive process into a hands-free automated system reducing data entry time, minimizing missed tasks, and connecting mobile tools (Siri, Apple Shortcuts) directly into CRM infrastructure (Zoho CRM, Zoho Flow, Zoho Projects). Zoho automation, Zoho Flow expert, Zoho CRM customization, Siri Shortcuts integration, voice-to-CRM automation, Apple Shortcuts developer, CRM workflow automation, webhook integration specialist, Zoho consultant.

Zoho CRM Implementation Consultant Full CRM Build, Blueprint Documentation & Campaigns Integration

Bee's Canna Farm • Freelance

Apr 2026 - May 2026 • 1 mo

Led a complete Zoho CRM implementation for a client managing multiple business work areas including family services, professional referrals, and active client management designing a full CRM architecture covering five core work areas plus contacts, with custom fields, picklist values, workflow automation rules, dashboard components, saved views, and reporting built to match the client's actual operations rather than a generic template. Before any build work began, produced a comprehensive 13-page implementation blueprint document — a professional field-map covering every module, custom field, picklist option, the seven workflow automation rules, both user permission profiles, the web-to-lead capture form, Gmail sync configuration, the four-report reporting suite, and the complete data import plan — and required written client sign-off on this document before starting development. This blueprint-first approach protected the project scope, ensured the client fully understood what they were paying for, and created a clear, defensible reference point for any future scope changes or add-on requests. Also scoped and delivered a full Zoho Campaigns integration alongside the CRM build: synced contact lists by audience segment, two branded email templates matching the client's visual identity, domain authentication for reliable email deliverability, unsubscribe list syncing, and test sends per audience before go-live. Structured the engagement with a clear delivery sequence blueprint approval first, CRM build second, acceptance testing with the client third, followed by training videos, a quick-start reference sheet, and a 30-day post-launch support window giving the client full visibility into the process from quote to handoff. Zoho CRM implementation, custom module and field architecture, workflow automation design, Zoho Campaigns setup, email deliverability and domain authentication (DKIM/SPF/DMARC), CRM data migration planning, technical

Zoho CRM & Automation Consultant

Kidskin • Freelance

Mar 2026 - Apr 2026 • 1 mo

I set up, customize, and automate the full Zoho ecosystem for businesses that want their sales, support, and operations running on rules instead of manual work. My core work covers Zoho CRM implementation — pipeline and deal-stage setup, custom modules, workflow rules, reporting, and dashboards — so teams can track every lead, deal, and forecast in one place. I build the sales pipeline with clear stages (Qualification, Needs Analysis, Proposal, Negotiation, Closed Won/Lost), configure deal values and closing dates, and create custom reports for email analytics, campaign performance, and sales KPIs so decision-makers always have visibility. Beyond standard setup, I develop custom Deluge functions for logic that native Zoho settings can't handle — auto-populated fields, record-to-record updates, and API-level record changes wired into workflow rules with argument mapping and tested to a clean success response. I also connect Zoho to outside tools using Zoho Flow and webhooks: capturing data from external triggers, formatting it, and pushing it into Zoho CRM automatically with no manual entry. If you need Zoho CRM setup, custom modules, Deluge development, workflow automation, reporting, or app integration done properly, this is the standard I deliver — clean builds, tested end to end, with documentation handed over. Skills: Zoho CRM, Deluge, Zoho Flow, workflow automation, custom functions, CRM implementation, sales pipeline, reporting, API integration, webhook automation.