Zoho Implementation Consultant

Our biggest challenge today: data lives in silos across Zoho apps with no unified view. We need a technical expert who can connect the dots — literally and systematically.

1. Zoho One Platform Architecture

•       Audit the current Zoho setup and map all data flows, gaps, and integration points

•       Design a cross-module automation blueprint covering all Zoho One apps in use

•       Build and maintain a master data model ensuring consistency across CRM, People, Projects, and Analytics

2. Automation & Process Flows (Zoho Flow + Deluge)

•       Develop automated workflows across all departments using Zoho Flow

–       Sales: Lead scoring, deal progression, quote-to-order automation

–       HR: Job opening → screening → offer → onboarding → payroll

–       Delivery: Deal close → project creation → sprint setup → milestone alerts

–       Finance: Expense approvals, invoice triggers, contract renewals

•       Write Deluge scripts for custom functions, scheduled automations, and advanced business logic

•       Handle error logging, retry logic, and alert mechanisms for all critical flows

3. Zoho Creator – Custom App Development

•       Build custom Zoho Creator applications for workflows that standard Zoho modules cannot handle

•       Design forms, reports, and dashboards in Creator with Deluge backend logic

•       Integrate Creator apps with CRM, People, Projects, and Analytics

4. Reporting & Analytics (Zoho Analytics)

•       Create unified business dashboards pulling data from CRM, Projects, People, Expense, and Recruit

•       Build cross-module reports: pipeline health, team utilization, revenue vs. cost, hiring funnel

•       Set up scheduled email reports and Analytics embedded views within other Zoho apps.

5. Third-party & API Integrations

•       Integrate non-Zoho tools via REST APIs using Deluge's invokeurl function

•       Set up webhooks, OAuth connections, and JSON data transformation pipelines

•       Document all API integrations with authentication details, payload schemas, and error handling

6. Zoho CRM – Advanced Customization

•       Design custom modules, layouts, and Blueprint process stages aligned to our sales workflow

•       Build SalesSignals, scoring rules, and territory management configurations

•       Integrate CRM with Zoho Campaigns, Mail, and Analytics for a 360° customer view

7. HR & People Automation (Zoho Recruit + People)

•       Automate recruitment pipeline from job posting to offer letter using Zoho Recruit

•       Configure Zoho People for attendance, leave, appraisals, and document management

•       Build onboarding checklists and automations bridging Recruit, People, and Learn

8. Documentation & Enablement

•       Maintain a living technical documentation of all configurations, Deluge scripts, and flows

•       Conduct internal knowledge transfer sessions so the team can handle basic changes

•       Create SOPs for common Zoho admin tasks to reduce dependency on the consultant over time

•       Minimum 3 years of hands-on Zoho implementation experience (not just consulting)

•       Must have delivered at least 2 full Zoho One or Zoho CRM Plus implementations end-to-end

•       Experience writing Deluge scripts beyond basic workflow actions — custom functions, API calls, scheduled tasks

•       Proven track record of building cross-app automation flows (not just single-app configurations)

•       Experience in IT/Software Services or similar B2B service companies is a strong plus

•       Zoho certification(s) preferred but not mandatory if hands-on experience is strong