Certified CRM Developer & SaaS App Developer

Zoho Marketing Automation Setup

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Zoho Marketing Automation setup and team training

Challenge: The marketing team needed lead nurturing journeys connected to Zoho CRM but had no automation in place.

Solution: I set up Zoho Marketing Automation, synced lists and segments with Zoho CRM, built lead scoring and multi-step email journeys, and trained the team to run campaigns on their own.

Result: Automated nurturing from first touch to sales-ready lead, with campaign reporting tied to CRM revenue. Rated 5 stars.

Information

  • Client Confidential (Upwork)
  • Category Zoho / Marketing
  • Tech Stack Zoho Marketing Automation, Zoho CRM, Lead Scoring
  • Status Completed