CRM Migration

• Migrate all existing data from Pipedrive to Zoho CRM.

• Preserve contact-deal-task relationships, notes, and custom fields.

• Align pipeline stages and workflows in Zoho CRM to match current sales process.

🌐 Webflow Form Integration

• Connect my existing Webflow form to Zoho CRM:

• Form submissions should create/update contacts or leads in Zoho CRM.

• Ensure field mapping is correct.

• Can use Zoho Flow, Webhooks, or Zapier—whichever is best.

👁 SalesIQ Setup for Visitor Tracking

• Set up Zoho SalesIQ for visitor behavior tracking on my Webflow site.

• Install the SalesIQ JavaScript tracking code into Webflow.

• Configure the CRM integration so known contacts are identified when they revisit the site.

• Enable visitor session tracking, page views, lead scoring, and history syncing into CRM.

• (Optional) Set up proactive chat or chatbot if possible.

⚙️ Automation (Bonus)

• Configure basic automation flows like:

• Auto-follow-up after form submission.

• Notify sales team when key pages (e.g., Pricing) are visited multiple times.

• Assign leads based on behavior or form data.

⸻

✅ Requirements:

• Proven experience migrating from Pipedrive to Zoho CRM.

• Familiarity with Zoho CRM modules and field mapping.

• Strong knowledge of Webflow and integrating external tools with its forms.

• Experience setting up Zoho SalesIQ (tracking code, CRM integration, visitor identification).

• Ability to explain or document your setup clearly.

We meet first WITH VIDEO ON, please

• Form submissions should create/update contacts or leads in Zoho CRM
• Ensure field mapping is correct
• Can use Zoho Flow, Webhooks, or Zapier—whichever is best
• Proven experience migrating from Pipedrive to Zoho CRM
• Familiarity with Zoho CRM modules and field mapping
• Strong knowledge of Webflow and integrating external tools with its forms
• Experience setting up Zoho SalesIQ (tracking code, CRM integration, visitor identification)
• Ability to explain or document your setup clearly

• Migrate all existing data from Pipedrive to Zoho CRM
• Preserve contact-deal-task relationships, notes, and custom fields
• Align pipeline stages and workflows in Zoho CRM to match current sales process
• 🌐 Webflow Form Integration
• Connect my existing Webflow form to Zoho CRM:
• 👁 SalesIQ Setup for Visitor Tracking
• Set up Zoho SalesIQ for visitor behavior tracking on my Webflow site
• Install the SalesIQ JavaScript tracking code into Webflow
• Configure the CRM integration so known contacts are identified when they revisit the site
• Enable visitor session tracking, page views, lead scoring, and history syncing into CRM
• (Optional) Set up proactive chat or chatbot if possible
• Auto-follow-up after form submission
• Notify sales team when key pages (e.g., Pricing) are visited multiple times
• Assign leads based on behavior or form data