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USD
Mimi Trevor
@mami_trevor
Zoho CRM and Automation Specialist, Forms and Workflow Expert
Nigeria
Inglese, Svedese, Arabo, Hindi
Chi sono
I help businesses set up, fix, and automate their entire Zoho stack — so their forms, CRM, e-signatures, and emails all work together without the manual work.
✅ Zoho Forms: conditional logic, CRM field mapping, pre-fill from Contact data
✅ Zoho CRM: custom workflows, automation rules, contact assignment
✅ Zoho Sign: e-signatures embedded, docs auto-saved to CRM
✅ Full automation: form to CRM to email to document, automatically
Done for membership clubs, service businesses & sales teams.
Message me first.
Competenze
Mimi Trevor
offline •
Consulta i miei servizi
Gestione CRM
I will setup zoho form with conditional logic automation and crm field mapping
Gestione CRM
I will fix automate zoho crm setup workflow fields contact management as zoho expert
Portfolio
Esperienza lavorativa
Zoho CRM and Automation Consultant
Membership Management Project • Freelance
Nov 2025 - Present • 6 mos
Designed and automated the full Membership onboarding workflow using Zoho Forms, Zoho CRM, and Zoho Sign. Built a multi-section membership form with conditional logic, single-select membership tiers, and Discovery Track preferences. Integrated the form with Zoho CRM to auto-populate Contact data, map fields conditionally, and save executed e-signed documents directly to Contact records. Configured automated email workflows, including member welcome emails, payment confirmation triggers, and internal back-office notifications. Set up contact auto-assignment rules to route new members to their assigned Membership Manager automatically.
Business Consort
Freelance • 1 yr 3 mos
Zoho Forms Designer and CRM Integrator
Oct 2025 - Present • 7 mos
Designed and built professional Zoho Forms for client onboarding, membership enrolment, and service intake workflows. Implemented advanced conditional logic to show or hide fields based on user selections, reducing form complexity and improving completion rates. Mapped all form fields to corresponding Zoho CRM fields, ensuring clean and accurate data capture on every submission. Created add-on selection flows, multi-tier option selectors, and pre-filled forms that auto-populate from existing CRM Contact records, allowing clients to launch personalized forms directly from a Contact record button.
Zoho CRM Setup and Configuration Specialist
Sep 2025 - Present • 8 mos
Set up and customised Zoho CRM for service-based businesses, configuring custom fields, modules, and contact layouts to match each client's workflow. Built workflow automation rules including contact assignment logic, status-based triggers, and field update automations. Diagnosed and resolved broken CRM workflows, missing email triggers, and misconfigured field mappings inherited from previous setups. Configured contact segmentation using AND/OR filter logic across multiple fields, and created CRM buttons and quick-action links on Contact records for team operations.
