Zoho Creator and CRM Expert to Fix Real Estate Property Form Workflow

Posted 5 days ago

Worldwide

Summary

We need an experienced Zoho Creator and Zoho CRM specialist to repair an existing inspection workflow. We are a residential HomeWatch and property-inspection business moving more of our operations into Zoho One. We already have a basic Zoho Creator inspection form, a connected Zoho CRM account, and a starter template. This is not a request to build a complete HomeWatch application from scratch. Inspectors should select a scheduled property, see the relevant address and inspection details, complete the form, and submit the inspection back to the correct Zoho CRM property or service record. At present, property details do not always populate correctly, and submitted inspection status does not consistently update CRM.. The Two Issues to Fix Issue 1: Property details do not always populate after the inspector selects a property. The form is connected to CRM, but the lookup sometimes shows an incomplete address or the wrong details. Issue 2: A submitted inspection does not reliably update the related CRM property or service record. The form may submit successfully, but operations staff still have to update inspection status manually in CRM. 

  • $10.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
CRM Automation
Zoho CRM
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:3 days ago
  • Hires:
    1
  • Interviewing:
    0
  • Invites sent:
    1
  • Unanswered invites:
    0
About the client
Member since May 15, 2026
  • United States
    Dallas8:38 AM
  • $546 total spent
    40 hires, 3 active

Explore similar jobs on Upwork

Marketing Automation
HubSpot
HTML
CSS
API
Automation for B2B Meetings at Web SummitFixed-price‐ Posted 2 weeks ago
B2B Marketing
Lead Generation
Telemarketing
Cold Calling

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo