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Designed and implemented custom workflow rules in Zoho CRM to automate repetitive business processes and improve operational efficiency. The automation included lead assignment, email notifications, task creation, field updates, deal stage automation, and follow-up reminders based on predefined conditions. These workflow rules helped eliminate manual work, maintain data accuracy, accelerate response times, and ensure consistent customer engagement throughout the sales pipeline.
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Creatives on Contra have earned over $150M and we are just getting started
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I recently worked on a recruiting bot that uses n8n to connect Gmail, Groq AI, and Google Sheets. The goal was to automate the resume screening process and save time for the HR team. I'm happy to say that it's working smoothly and has already saved a significant amount of time. The tech stack was a bit challenging to set up, but it was worth it in the end.
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This project focused on setting up and organizing a Zoho CRM system to help manage leads, customer information, sales activities, and repetitive business processes more efficiently.
The work included CRM configuration, lead and contact management, sales pipeline setup, workflow automation, email and task automation, and dashboard organization.
The goal was to create a clean and practical CRM system that reduces manual work, keeps customer data organized, and helps streamline the sales process.
Tools used: Zoho CRM, Zoho Books, Zapier, and Gmail.
Skills: CRM Setup, CRM Automation, Workflow Automation, Lead Management, Sales Pipeline Management, and Email Automation.
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Love the execution on this!