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- Tasks: Integrate WordPress with Zoho CRM for an investment platform and automate workflows.
- Company: Join a dynamic team focused on innovative tech solutions.
- Benefits: Flexible working hours, competitive pay, and opportunities for skill development.
- Why this job: Be part of a project that revolutionises investment tracking and client engagement.
- Qualifications: Experience in WordPress, Zoho CRM, and automation tools required.
- Other info: Exciting chance to work on cutting-edge technology in a collaborative environment.
The predicted salary is between 30000 - 42000 £ per year.
Read the Rules before you post an order or execute it
I need a complete integration for an investment platform on an existing WordPress site (Astra theme). The solution must:
1. Capture lead data from WordPress forms into Zoho CRM (investment stages, payments).
2. Provide a client login portal with real-time portfolio tracking (stages, slots, profits).
3. Automate investment workflows based on fixed amounts (€10,000/slot) and stages:
– 90% balance payment → \”Active\” stage
– Monthly profit distribution (proportional to slots).
Technical Requirements:
– Use Gravity Forms + Official Zoho CRM Add-on to:
– Custom fields: `Investment Stage` (dropdown), `Slots`, `Payment Date`, `Monthly Profit`.
– Auto-update stage to \”Active\” after full payment.
– Registration/login tied to CRM contacts.
– Custom profile fields: `Current Stage`, `Slots Owned`, `Monthly Profit`.
– Investment stage (e.g., \”Deposit Paid – 10%\”).
– Number of slots (e.g., \”3 slots: €30,000\”).
– Monthly profit (calculated as `slots * €10,000 * 0.07 / 12`).
3. Automations:
– Zoho Flow to:
– Sync stage changes → Client portal (via webhooks).
– Calculate monthly profit: `profit = (slots * 10,000) * (0.07 / 12)`.
Required Experience:
– Proven WordPress + Zoho CRM integrations (share examples).
– Expertise with Gravity Forms and membership plugins (ARMember/Ultimate Member).
– Ability to build Zoho CRM custom modules/blueprints.
– Basic PHP for extending plugin functionality.
1. Functional WordPress form → Zoho CRM sync with field mapping.
2. Client portal showing live investment data (stage, slots, profits).
3. Zoho Flow automations for stage updates + profit calculations.
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WordPress (Astra) + Zoho CRM + Investor Portfolio Integration employer: Mql5
Contact Detail:
Mql5 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land WordPress (Astra) + Zoho CRM + Investor Portfolio Integration
✨Tip Number 1
Network, network, network! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential employers on LinkedIn. You never know who might have a lead on your dream job!
✨Tip Number 2
Show off your skills! Create a portfolio that highlights your best work, especially any WordPress or Zoho CRM projects you've tackled. This is your chance to shine and demonstrate what you can bring to the table.
✨Tip Number 3
Prepare for interviews like a pro. Research the company, understand their needs, and come armed with questions that show you're genuinely interested. Practice common interview questions and be ready to discuss how your experience aligns with their requirements.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace WordPress (Astra) + Zoho CRM + Investor Portfolio Integration
Some tips for your application 🫡
Show Off Your Skills: When you're writing your application, make sure to highlight your experience with WordPress, Zoho CRM, and Gravity Forms. We want to see examples of your past work that relate directly to the job description!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and get straight to how you can meet our needs for this integration project.
Tailor Your Application: Make sure to customise your application to fit the specific requirements listed in the job description. Mention how you can automate investment workflows and create a client portal, as these are key aspects of the role.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Mql5
✨Know Your Tech Stack
Make sure you’re well-versed in WordPress, Zoho CRM, and Gravity Forms. Brush up on how these tools integrate with each other, as the interviewer will likely ask about your experience with them. Be ready to share specific examples of past projects where you’ve successfully implemented similar integrations.
✨Showcase Your Problem-Solving Skills
Prepare to discuss challenges you've faced in previous projects, especially those related to client portals or automation workflows. Highlight how you approached these issues and the solutions you implemented. This will demonstrate your critical thinking and adaptability.
✨Understand the Client's Needs
Familiarise yourself with the job description and the specific requirements mentioned. Think about how you can address the client's needs for real-time portfolio tracking and automated investment workflows. Showing that you understand their business model will set you apart from other candidates.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of the interview. This could be about their current systems, future plans for the investment platform, or how they measure success for this role. Asking questions shows your genuine interest in the position and helps you gauge if it’s the right fit for you.