Zoho CRM Developer Needed for Website Intake Form, Discovery Call Booking and CRM Automation

. We are looking for an experienced Zoho developer to build and connect our website project intake and discovery call scheduling system. The system must use: • Zoho Forms • Zoho CRM • Zoho Bookings • Zoho Flow and/or Deluge when needed • Our existing website • GA4 and Google Ads conversion tracking The goal is to create a smooth process where a homeowner submits project information, uploads photos or documents, and then immediately schedules a discovery phone call. Required Customer Flow 1. Homeowner completes a project intake form on our website. 2. The submission creates or updates a lead in Zoho CRM. 3. All project details and uploaded files are saved with the correct CRM record. 4. The homeowner is redirected to a confirmation page. 5. A Zoho Bookings calendar is embedded on that page. 6. The homeowner schedules a discovery phone call. 7. The booking is connected to the same CRM lead. 8. Confirmation emails, calendar invitations and reminders are sent. 9. Our team reviews the project information before the discovery call. 10. The CRM record is updated as the lead moves through our qualification process. The discovery call is used to review the project, qualify the homeowner, explain our process and determine whether the next step should be an in-home consultation, showroom appointment or both. The website and automated messages must not use terms such as “free estimate,” “free quote” or “free consultation.” Main Responsibilities The selected developer will: • Build and style a Zoho Forms project intake form. • Embed the form on our website. • Create and map all required Zoho CRM fields. • Configure duplicate checking using email and phone. • Create or update CRM Leads from form submissions. • Transfer uploaded photos, plans and documents to CRM. • Configure the Zoho Bookings Discovery Phone Call service. • Embed Zoho Bookings on the confirmation page. • Connect each booking to the original CRM lead. • Create CRM workflows, tasks and internal notifications. • Configure customer confirmation and reminder emails. • Configure SMS reminders where proper consent exists. • Capture lead source and advertising attribution. • Add GA4 and Google Ads conversion tracking. • Test the complete process on desktop and mobile. • Provide documentation and training after completion. Form Information The intake form will include fields such as: • Name • Email • Phone • Property address • Project type • Project description • Project timeline • Estimated investment range • Property ownership • Referral source • Existing-space photos • Inspiration images • Plans or drawings Some fields may use conditional logic. CRM Requirements The developer must be able to configure: • Custom fields • Lead statuses • Assignment rules • Duplicate management • Workflow rules • Tasks • Email templates • Booking status updates • CRM notes and attachments • UTM tracking • Google Click ID tracking • Reporting and dashboards The system must avoid creating duplicate CRM records when the same person submits the form and then schedules a booking. Required Experience Please apply only if you have strong experience with: • Zoho CRM • Zoho Forms • Zoho Bookings • Zoho Flow • Deluge custom functions • CRM field mapping • API or webhook integrations • Website embeds • Email and SMS automation • GA4 conversion tracking • Google Ads conversion tracking • Testing and troubleshooting Zoho integrations Experience with remodeling, construction, home services or design-build companies is helpful but not required. Deliverables The final project must include: 1. Completed Zoho intake form. 2. CRM field-mapping document. 3. Zoho Forms to CRM integration. 4. Zoho Bookings to CRM integration. 5. Duplicate-handling rules. 6. Customer email and SMS automations. 7. Internal notifications and tasks. 8. GA4 and Google Ads tracking. 9. Mobile and desktop testing. 10. Complete written documentation. 11. Recorded training session. 12. Administrator instructions for future updates.Acceptance Requirement The project will be considered complete when this full process works: A homeowner submits the website form, appears only once in Zoho CRM with all project details and attachments, is redirected to the booking page, schedules a discovery phone call, and the appointment appears on the same CRM record with the correct employee, date, time, confirmation messages, reminders and advertising attribution. When Applying Please include: • Examples of similar Zoho CRM projects • Your experience with Zoho Forms and Zoho Bookings • Whether you use Zoho Flow, Deluge or custom APIs • How you prevent duplicate CRM records • How you would connect the booking to the original lead • Your estimated timeline • Your fixed-price estimate or hourly rate • Your availability for future support Please begin your application with the words: dRemodeling Zoho Project This helps us confirm that you reviewed the full job description.