Automation Specialist (Copilot, Zoho CRM)
203 USDPMG Energies is an international marine energy and trading group with operations across multiple regions. The company operates in a complex, fast-paced environment with a pragmatic, results-driven approach.
We are looking for an Automation Specialist to enhance an existing Copilot credit risk bot and evolve it into a decision-support assistant. This is a short-term freelance project focused on improving an existing solution and expanding its capabilities by integrating internal systems and external data sources to support credit risk decision-making.
Task:
- Enhance the existing Copilot-based chat interface.
- Integrate with Zoho CRM
- Connect to external data sources and enable automated web search to gather company data
- Structure the output based on given decision logic into a clear format including: risk level, key risk factors, summary, and credit recommendation.
Requirements:
- Experience with Copilot chatbot integrations
- Basic understanding of Zoho CRM and API integrations is a plus
- Ability to translate business requirements into structured workflows and logic
- Strong problem-solving and independent thinking
- Ability to work quickly and accurately in a fast-paced, evolving environment
- Strong communication skills and ability to collaborate effectively with non-technical stakeholders
Budget:
This is a small project with a budget of around $200, with potential for further improvements and follow-up work.
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561Work example:
7 days580 USD7 days580 USDI like the task: to turn the chatbot into a working tool for credit decision-making, not just an interface. I would quickly enhance the Copilot logic, connect Zoho CRM with external sources and web search, then compile the output into a clear structure: risk, factors, summary, and recommendation. I have been leading development for 7 years and often translate business rules into clear automations for teams where speed and accuracy are important. I am ready to discuss the details and propose a clear plan.
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5 days203 USD5 days203 USD
Hello!
I have reviewed your project. I understand the task: to improve the Copilot bot, integrate it with Zoho CRM, and set up work with external data sources.
I have experience with automation and API integrations, so I can structure the task and implement the logic step by step.
I suggest starting with a short audit:
— the current logic of the bot
— integration points with the CRM
… — data sources
After this, we can clearly define the architecture and implementation steps.
I am ready to take on the task and bring it to a working result.
Deadline:
3–5 days (after clarification)
Cost:
200 USD
Before starting, I would like to clarify:
— what is the current architecture of the bot?
— is the Zoho API already being used?
— what data sources need to be connected?
I am ready to discuss the details.
I look forward to your response!
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7 days580 USD7 days580 USD
Hello! I am the project manager of Business Atlas. We specialize in automating business processes through Low-code (n8n, Make), which is perfect for your task.
How we will implement this:
• Stack: We will use n8n or Make to build the logic that will connect your Copilot with Zoho CRM and external data sources. This will provide the flexibility that standard solutions lack.
• Integration with Zoho: We will set up an API connection for instant access to data about counterparties and synchronization of credit statuses.
• Web search and scoring: We will activate automated data collection through AI agents for background analysis of companies. The AI will structure the output data according to your logic: risk level, key factors, and final recommendation.
• Copilot optimization: We will improve the chat interface so that it produces not just text, but a structured report ready for decision-making.
My experience with implementing Zoho and automating analytical processes allows me to quickly turn your requirements into a working algorithm with a clear output format.
Estimated assessment:
• Budget: €400 – €600 (depending on the depth of integration of external sources).
… • Timeline: 5–7 working days.
Please write in private to discuss the details.
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1 day203 USD
228 1 day203 USDHello!
I specialize in the implementation, configuration, and technical support of CRM systems for over 6 years, as well as performing integrations with websites and other services.
I have reviewed your task, but I will be able to provide an exact cost and timeline after clarifying a few details about the project.
I guarantee quality implementation and stable operation of the system.
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7 days201 USD
866 3 0 7 days201 USDHi! I have experience in B2B automation for the energy/trading sector. I can integrate Zoho CRM and set up the risk-logic in Copilot with automated data fetching and structured reporting. Ready to discuss technical details!
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14 days461 USD
284 14 days461 USDHello!
I studied the task. Copilot Studio + Zoho CRM + web search + structured output on credit risk — I understand each block.
Honestly, the volume of work exceeds the budget of $200. The real cost of this project is $400–500.
I am ready to discuss two options: either a revised budget or starting with a minimal MVP for $200 — improving the chat interface and basic integration with Zoho, the rest in phases.
One question: is your Copilot based on Microsoft Copilot Studio or a custom solution?
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7 days203 USD
232 7 days203 USDI did https://poseidon.codezerogroup.com — a platform with a complete user authentication system, subscriptions, and payment integration; exactly the same scope as here.
My contacts in Canada have a functioning service, so it is crucial to implement it without risk — Firebase Auth with social login and email/password, then Stripe or PayPal with webhooks to manage subscription status. I secure routing on the front end and Firestore rules on the back end, so users without an active subscription do not have access to paid features.
What I will do:
- Implement Firebase Authentication (email/password + social login)
- Payment integration (Stripe or PayPal) + handling of recurring subscriptions
- Secure routing — blocking premium features for non-logged-in / unauthorized users
… - Handling payment webhooks + automatic account status update
- End-to-end testing + integration documentation
--- OPTIONS ---
- Option A (Auth + payments): 500 USD (7 days) — Firebase Auth + payments + route security
- Option B (Auth + payments + panel): 800 USD (7 days) — like A + admin panel: user statuses, payment history, subscription management — best scope/price ratio
- Option C (Premium): 1040 USD (7 days) — like B + email notifications, reporting, full onboarding flow
Completion time: 7 days. I need access to the repository, Firebase project account, and payment provider data.
Portfolio:
- https://poseidon.codezerogroup.com — enterprise platform with user authentication and payment integration
- https://ou-uv.com — multilingual application with API, session management, and access control
- https://codezerogroup.com — B2B platform with access system and client panel
5 years in web development — from simple landing pages to complex platforms with auth, payments, and admin panels.
Write to me — I will start after receiving access.
Since I am new to the freelancehunt service and want to quickly gain a few first projects for my portfolio, I offer a 15% discount for the first 5 clients. The offer is valid until I receive 5 orders.
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4 days232 USD
328 0 1 4 days232 USDHello.
I have experience with automation workflows, chatbot logic, API integrations, and building structured decision-support tools. This project is a good fit for my background, especially since it focuses on improving an existing solution rather than building everything from scratch.
I can help enhance the current Copilot-based credit risk bot, connect it with Zoho CRM, and structure the assistant so that it produces a clear, decision-ready output with risk level, key risk factors, summary, and credit recommendation.
What I can help with:
– improving the existing Copilot chat flow
– integrating Zoho CRM and relevant internal data points
– connecting external data sources and web search for company checks
– translating your decision logic into a practical automated workflow
– structuring responses into a clear and usable credit risk format
… I am comfortable working independently, moving quickly, and adapting to changing business requirements. I also communicate clearly with non-technical stakeholders, which is important for this kind of project.
Timeline and budget:
– delivery time: 3–5 days
– budget: 200 USD, as requested
If needed, I can also support further improvements after the initial version is completed.
Best regards.
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1 day203 USD
265 1 day203 USDHello.
I have experience in refining AI/copilot solutions, integrating with CRM and external APIs, as well as building structured decision-making logic based on business rules. I have worked with chat interfaces, automating data collection, and generating clear conclusions for users and businesses.
I am ready to refine the existing solution: improve the chat interface, connect Zoho CRM, set up data collection from external sources, and format the output in the required decision-making logic.
I suggest moving to private messages to discuss the project details.
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3 days220 USD
2380 8 0 3 days220 USDhi! I can do that, please reach out to me for further discussion
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