ZOHO ONE Implementation for Marketing Attribution & Lead Automation
UpworkMTNot specifiedexpertScore: 53
Zoho CRMMarketing AutomationLead GenerationCustomer Relationship ManagementCustomer Retention
We are redesigning our website in-house and are looking for a Zoho expert to implement the backend automation, CRM data structure, and marketing attribution layer within Zoho One.
Our goal is to eliminate manual lead handling and create a single source of truth for ROI across Google Ads, LinkedIn Ads, and Facebook Ads.
This is a systems implementation project, not a website build.
We are open to work on Fixed price (after discovery phase), or
Hourly with clear milestones.
We will start with a paid discovery phase where you:
– Review our requirements
– Propose the architecture
– Define implementation steps
✅Scope of Work
1️⃣ Zoho Forms → Zoho CRM automation
We will embed Zoho Forms on the website. You will:
– Map form submissions to the correct CRM modules:
1. Request a Quote → Deals
2. Lead magnets → Contacts
– Apply tagging based on:
1. Service interest
2. Lead source
3. Lifecycle stage (e.g. MQL)
– Implement deduplication / upsert logic
1. If an existing contact submits a new form, update the existing record
2️⃣ Lead nurturing flow
– Sync whitepaper / lead magnet contacts into Zoho Campaigns
– Assign them to the correct mailing lists
– Ensure proper source tracking
3️⃣ Paid ads lead sync
We need automated lead ingestion into Zoho CRM from:
– Facebook Lead Ads
– LinkedIn Lead Gen Forms
With:
1. Correct field mapping
2. Source attribution
3. No duplicates
4️⃣ Tracking & attribution data capture
Ensure the following data is captured and stored in CRM:
– UTM parameters
– GCLID
– Ad platform source/medium/campaign
This will be passed via Zoho Forms into CRM.
5️⃣ Zoho Analytics — Unified ROI dashboard
Build a dashboard showing:
– Spend by channel
– Cost per lead
– Pipeline value
– Revenue
– ROAS / ROI
Data sources:
– Zoho CRM
– Google Ads
– LinkedIn Ads
– Facebook Ads
🧱 Technical Requirements
– Must use native Zoho One tools wherever possible
– Clean, scalable CRM structure
– Proper data model for marketing attribution
– Documentation of the setup
✅ Deliverables
– Fully working automated lead flow
– Correct CRM module structure
– Deduplication logic
– Campaign sync
– Ad platform integrations
– Zoho Analytics ROI dashboard
– Handover documentation
⭐ Ideal Candidate
You:
– Are a Zoho One specialist (not a general CRM freelancer)
– Have implemented marketing attribution in Zoho Analytics
– Understand lead lifecycle & pipeline reporting
– Have experience with paid media integrations
Please include in your proposal:
– A short description of a similar Zoho project
– Which Zoho apps you would use for this setup
– Your approach to deduplication / upsert logic
– Example of a marketing ROI dashboard you built (screenshots are fine)
🌍 Collaboration
Timezone: Europe preferred (not mandatory)
Communication: Slack + weekly check-ins
💰 Budget
Please submit:
Estimated cost for discovery phase
Rough implementation range
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Spent: $27,936Rating: 4.8Verified