Zoho CRM Setup + API Integration with Bexio + Customer Communications

Only for registered members United States

1 month ago

Default job background
$10 - $20 (USD) per hour

Job summary

We are a small service company currently using Bexio for offers orders and invoicing.
We now want to implement Zoho CRM system exclusively for customer management marketing communications news promotions segmented messaging newsletters activity tracking follow-ups campaigns.

Configure Zoho CRM contacts accounts custom fields tags segmentation.

Setup basic workflows task assignments follow-ups activity tracking define lead contact lifecycle permission structures.

Build API flow from website inquiry form incoming contact data automatically goes Bexio invoicing operations incoming contact data also goes Zoho CRM marketing customer management avoid manual duplication customer entries ensure data synchronization integrity duplicates mapping correct enable email communication campaigns segment targeting newsletter templates campaign logic unsubscribe opt-out management correctly GDPR DSGVO compliant train send promotional newsletters follow-up sequences customer interactions provide brief training session documentation add new contacts manually run email campaigns maintain segments lists track interactions proven experience with Zoho setup API integrations demonstrable understanding of data sync between multiple platforms CRM accounting experience with email campaigns marketing automation within CRM good documentation skills clean organized delivery configured immediately working API integration from website → Bexio + Zoho training session short documentation future support agreement ASAP Open to proposals rough hours estimate for Zoho setup + API integration contract duration months hours per week mandatory skills: Zoho Creator


Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Work in company

    Customer Community

    Only for registered members

    We are seeking an enthusiastic and driven Customer Community & Content Specialist to join our Scaled Success (1:Many) Team. · This hybrid role is pivotal in both managing our established online customer community and supporting the development of scalable customer education conte ...

    New York $65,000 - $75,000 (USD)

    1 month ago

  • Work in company

    Customer Community

    Only for registered members

    We are seeking an enthusiastic and driven Customer Community & Content Specialist to join our Scaled Success (1:Many) Team.About Conductor · Conductor is the leading enterprise AEO platform. Today's top enterprise brands use Conductor to grow authority and visibility in both AI a ...

    New York, NY

    1 month ago

  • Work in company

    Customer Communications

    Only for registered members

    We are looking for a highly organized and proactive individual to join our team as a Customer Communications & Operations Coordinator. · This role is essential in ensuring smooth communication with our customers and supporting internal operations. You will be the key point of con ...

    Austin, TX

    5 days ago

  • Work in company

    Customer Communications

    Only for registered members

    We are looking for a highly organized and proactive individual to join our team as a Customer Communications & Operations Coordinator.This role is essential in ensuring smooth communication with our customers and supporting internal operations. · ...

    Austin, TX

    5 days ago

  • Work in company

    Customer Communications Associate

    Only for registered members

    We're hiring a Customer Communications Associate to support day-to-day communication with customers and partners. This role is ideal for someone who enjoys helping people, communicating clearly, and keeping information organized in a fast-paced environment. · Respond to customer ...

    Baton Rouge

    1 week ago

  • Work in company

    Customer Communications Associate

    Only for registered members

    Job summary · Location: · Los Angeles, CA · We're hiring a Customer Communications Associate to support day-to-day communication with customers and partners.This role is ideal for someone who enjoys helping people. · ...

    Los Angeles $50,000 - $60,000 (USD)

    3 hours ago

  • Work in company

    Customer Communication Developer

    Only for registered members

    Dice is seeking a Customer Communication Developer for Varite Inc. · Develop customer communications using Quadient Inspire Designer and Interactive. · ...

    Cleveland

    3 weeks ago

  • Work in company

    Customer Communications Developer

    Only for registered members

    Join our dynamic team as a Customer Communications Developer where you'll play a pivotal role in enhancing customer interactions through innovative communication solutions. · This hybrid position offers a chance to work on cutting-edge projects with the potential for long-term gr ...

    Brooklyn

    1 month ago

  • Work in company

    Customer Communications Associate

    Only for registered members

    Contact information is omitted. You will serve as a key point of contact responding to inquiries coordinating follow-ups and ensuring customers receive accurate timely information. If you re friendly detail-oriented and customer-focused this role offers a strong foundation for gr ...

    Baton Rouge $50,000 - $60,000 (USD)

    5 days ago

  • Work in company

    Customer Communications Associate

    Only for registered members

    The Customer Communications Associate plays a key role in enhancing customer satisfaction by delivering clear, timely and accurate communication to customers. · This position supports the company's customer experience strategy by ensuring all customer interactions are consistent ...

    Irvine $64,000 - $96,000 (USD)

    2 weeks ago

  • Work in company

    Director, Customer Communications

    Only for registered members

    This role provides strategic leadership and oversight of Customer Communications Program ensuring clear timely accurate service information delivered to customers across stations onboard trains digital platforms. · Lead Customer Communications Program ensure consistent high-quali ...

    New York

    3 weeks ago

  • Work in company

    Customer Communications Associate

    Only for registered members

    The Customer Communications Associate plays a key role in enhancing customer satisfaction by delivering clear, timely and accurate communication to customers. · ...

    Irvine Full time

    3 weeks ago

  • Work in company

    Customer Community Manager

    Only for registered members

    The Customer Community Manager owns the strategy and execution of a thriving customer community that drives engagement retention and long-term value. · Bachelor's degree or equivalent practical experience. · Executive-level experience in customer management community management o ...

    Charleston Full time

    2 weeks ago

  • Work in company Remote job

    Customer Communication Manager

    Only for registered members

    We are seeking a freelancer to manage customer communication via email and WhatsApp following up on sales inquiries from Checkatrade. · Emailing confirmations. · Coordinating with our internal team for call requests. · ...

    1 month ago

  • Work in company

    Customer Communications Developer

    Only for registered members

    Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. · ...

    Brooklyn

    2 weeks ago

  • Work in company

    Customer Communications Manager

    Only for registered members

    The Customer Communications Manager will support and execute customer communication programs that drive value realization across our product portfolio. · Built and deployed customer lifecycle emails and nurture programs—supporting onboarding, adoption, training engagement, · and ...

    Reston

    1 day ago

  • Work in company

    Customer Communications Manager

    Only for registered members

    The Customer Communications Manager will support and execute customer communication programs that drive value realization across our product portfolio, with a focus on improving customer experience and lifecycle engagement. Manage customer communications primarily through email c ...

    Reston

    1 day ago

  • Work in company

    Director, Customer Communications

    Only for registered members

    This role provides strategic leadership and oversight of the Customer Communications Program. · Lead the Customer Communications Program and ensure consistent, high-quality customer information delivery via public address systems, · coundown clocks, · and onboard announcements. · ...

    New York $103,721 - $146,827 (USD)

    1 month ago

  • Work in company

    Customer Communication Specialist

    Only for registered members

    +Serve as the initial point of contact for all BayCare Health System hospitals via hospital switchboards.Responsible for responding promptly to internal and external customer inquiries, · transferring calls to appropriate areas, · working through various emergency response codes/ ...

    Tampa

    2 weeks ago

  • Work in company

    Customer Advisor, Community

    Only for registered members

    We're looking for a full-time Customer Advisor to join our Services team. · Gainsight is building the AI-driven future of customer success, · from retention to growth.Partner with customers to understand their goals. · Advise customer executives on how to optimize their strategy. ...

    Usa-ri $130,000 - $145,000 (USD) Full time

    1 month ago

  • Work in company

    Customer Community Manager

    Only for registered members

    We are looking for a Customer Community Manager to build our user ecosystem from the ground up with an AI first strategy. · Community Architecture: Lead the strategy, selection and implementation of our community platform. · Ai-First Engagement: Implement Ai-driven community tool ...

    San Mateo Full time

    5 days ago