Pallavi P.
Zoho CRM, Creator & Analytics | AI Agents | Microsoft Foundry & Fabric
Hi, I'm Pallavi, a Top Rated Zoho Developer helping businesses streamline operations with Zoho CRM, Zoho Creator, Zoho Analytics, Microsoft Power Platform, AI Integration, and AI Agents. I build custom applications, connect business systems, and automate workflows. My services also include Microsoft AI Foundry agent solutions, Microsoft Fabric, and Microsoft Fabric Data Agent implementation planning for natural-language access to business data. ZOHO AND BUSINESS AUTOMATION • Zoho CRM customization, custom modules, Blueprints, and sales pipeline automation • Zoho Creator applications and Deluge scripting • Zoho Analytics dashboards, business reporting, and data integration • Zoho One implementation across CRM, Books, Inventory, Desk, Analytics, Forms, Projects, and Flow • API integrations, REST APIs, webhooks, custom functions, and data synchronization • CRM migration, approval workflows, dashboards, reporting, and operational automation AI INTEGRATION AND AI AGENTS • Connect AI capabilities with CRM systems, business applications, and existing workflows • Configure AI assistants, agent instructions, tool usage, and business-data question answering • Plan Microsoft AI Foundry and Microsoft Fabric Data Agent integrations • Review semantic models, business entities, and relationships for natural-language access to data • Define agent test questions, permission checks, evaluation, and monitoring requirements My portfolio includes a Microsoft Foundry and Microsoft Fabric implementation guide covering the architecture, Fabric Data Agent setup, Foundry agent orchestration, authentication and authorization, testing, and production monitoring. MICROSOFT POWER PLATFORM • Power Apps development for custom business applications • Power Automate workflows for approvals, notifications, and system integration • Connections between Zoho, Microsoft 365, and third-party applications I can integrate Zoho with Microsoft 365, Google Workspace, QuickBooks, Xero, Shopify, WooCommerce, Stripe, Razorpay, Twilio, WhatsApp Business API, Slack, Gmail, Outlook, DocuSign, Zapier, and Make through APIs and webhooks. I work closely with clients to understand their business processes and choose practical solutions that teams can maintain and use. My approach emphasizes clear communication, reliable delivery, data permissions, performance, and documentation. Whether you need a Zoho CRM improvement, custom Creator application, Power Platform workflow, AI integration, or an implementation plan for an AI agent connected to business data, let's discuss your requirements and build a solution around your goals.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $389
Billed in all: $4,499$4.5k
$389 in the last 6 months
Across 14 contracts
Earnings, last 30 days
Skill rankings: Top 23% in Microsoft Foundry
Ranked by MRR among everyone on Upwork with the skill.
- Microsoft Foundry13 freelancers · 🇮🇳 #2Top 23%🇮🇳#2 of 7
- #53Fabric124 freelancers · 🇮🇳 #14Top 43%🇮🇳#14 of 24
- #132Low-Code Development312 freelancers · 🇮🇳 #21Top 42%🇮🇳#21 of 58
- #140Zoho Projects319 freelancers · 🇮🇳 #60Top 44%🇮🇳#60 of 144
- #201Zoho Platform482 freelancers · 🇮🇳 #77Top 42%🇮🇳#77 of 193
- #204Zoho Analytics456 freelancers · 🇮🇳 #87Top 45%🇮🇳#87 of 197
- #207Zoho Desk401 freelancers · 🇮🇳 #67Top 52%🇮🇳#67 of 151
- #240Zoho Creator546 freelancers · 🇮🇳 #107Top 44%🇮🇳#107 of 267