Gig
N/A
TBD
Jul 24, 2026
Hey Team looking for someone to complete the following project on our Zoho,
This could lead to ongoing work for the right candidate
Please read the job description below and if it's a job you can complete please contact me.
Zoho CRM Workflow – eBook Lead Capture & Automated
Objective
Create an automated lead generation system that captures new leads from a landing page, delivers a free eBook, gathers more information through a survey, and sends different
Step 1 – Landing Page
Build a landing page with the following:
Fields
First Name
Last Name
Email
Mobile Number (optional)
Download button
When the visitor clicks Download, the following should happen automatically.
Step 2 – Create or Update Lead
If the
Create a new Lead in Zoho CRM.
If the
Update the existing Lead record changing Lead Status to:
Downloaded eBook or similar
(or another status that can be agreed upon.)
Step 3 – Send
Immediately after submitting the form, send an automated
Email
Thank you message.
attachment to the PDF eBook.
Step 4 – Wait 2 Days
After 2 days:
Send
Email
Follow-up message. And survey
Step 5 – Survey
Build an online survey.
Questions and scoring will be supplied.
Each answer contributes to a total score.
Step 6 – Survey Results
When the survey is submitted:
Save:
Date completed
Total score
Individual answers (if possible)
Automatically place the lead into one of three categories based on their score.
Category A
High Score
Series of
Category B
Medium Score
Will get a series of
Category C
Low Score
Will get a series of
Once complete send a