Zoho Forms + Zoho CRM Website Lead Capture Setup for Real Estate Agency

Posted 6 days ago

Worldwide

Summary

We're a small real estate agency — a handful of agents — and we just moved onto Zoho CRM to get organized. The problem: the inquiry form on our website still emails everything to a shared inbox, and leads get buried for days. By the time someone follows up, the buyer is already talking to another agent. I want website inquiries to land straight in Zoho CRM as leads — automatically, tagged by source — so nothing slips through. It's one form and one connection, nothing fancy. I'm not technical, so I need it set up in our account and tested, not a how-to guide. What I need • Build a property-inquiry form in Zoho Forms with the fields we already collect. • Connect it to Zoho CRM so every submission creates a Lead automatically, tagged with the source. • Test it end-to-end with a real submission so we both see the lead appear in CRM. • Leave it live and show me where to tweak the fields myself later.

  • $20.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type

Contract-to-hire opportunity

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Skills and Expertise
Mandatory skills
Zoho Platform
Zoho Creator
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:6 days ago
  • Hires:
    1
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since May 25, 2026
  • United States
    Atlanta12:46 AM
  • $3.6K total spent
    305 hires, 17 active
  • Nonprofit
    Small company (2-9 people)

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