ZOHO ONE Implementation for Marketing Attribution
3 days ago
Job description
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.
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
Zoho Forms → Zoho CRM automation
We will embed Zoho Forms on the website
You will:
– Map form submissions to the correct CRM modules:
- Request a Quote → Deals
- Lead magnets → Contacts
– Apply tagging based on:
- Service interest
- Lead source
- Lifecycle stage (e.g. MQL)
- If an existing contact submits a new form, update the existing record
– Sync whitepaper / lead magnet contacts into Zoho Campaigns
– Assign them to the correct mailing lists
– Ensure proper source tracking
Paid ads lead sync
We need automated lead ingestion into Zoho CRM from:
– Facebook Lead Ads
– LinkedIn Lead Gen Forms
With:
- Correct field mapping
- Source attribution
- No duplicates
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.
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
Contract duration of 1 to 3 months. with 30 hours per week.
Mandatory skills:
Zoho CRM, Marketing Automation, Lead Generation, Customer Relationship Management, Customer Retention
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