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freelancer.com 🟢 2026-05-15

🔹 Automate Workflows & Scrape Data
👤 Client: 🇬🇧 Birmingham, United Kingdom Member since 2017-11-29
💰 Price: $18 / hr Average bid
🚩 Problem: Replace manual tasks with a seamless, self-updating system integrated into Zoho CRM.
📦 Existing: [Zoho CRM]

Specifications:

[Target] Automate outreach and follow-ups in Zoho CRM
[Method] Build reusable email templates, marketing sequences, and SMS triggers that fire automatically based on lead lifecycle stages (add, move, close).
[UI/UX] Ensure the system is user-friendly for non-technical users to manage workflows.
[Stack] Python, Scrapy, Selenium or recommended stack; Zoho CRM API, Zapier or Make for integration.
[Security] Implement GDPR compliance measures during data collection and processing. Secure API keys and maintain encryption where necessary.
[Format] Deliver a test pipeline within Zoho that can be triggered with one button to run email/SMS journeys. Provide CSV or direct Zoho import of scraped data with 95% valid contact and mobile fields, plus labelled behaviour data.

Workflow:

1. Integrate Zoho CRM API for real-time updates.
2. Develop marketing automation sequences using Zapier or Make to trigger emails/SMS based on lead lifecycle stages.
3. Deploy web scrapers (Python, Scrapy, Selenium) to gather high-value prospect data from public sites and industry sources.
4. Clean, deduplicate, and enrich scraped data ensuring GDPR compliance.
5. Import cleaned data into Zoho CRM in the required format.
6. Test the full email/SMS journey within a test pipeline in Zoho.
7. Document code, API keys, workflow charts, and maintenance steps for future reference.

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