CRM Automation & AI Workflow Developer

CRM Automation & AI Workflow Developer

Location :

Remote (Global applicants welcome)

Department :

Technology & Automation

Type : Full-time

We’re looking for a

CRM Automation & AI Workflow Developer

to help us scale and streamline our operations by building smart, automated workflows that connect systems, eliminate manual steps, and leverage AI for real-time insights and decision support.

If you’re passionate about automation, APIs, and AI-driven problem solving — and love turning complex business processes into seamless, intelligent workflows — we’d love to meet you.

What You’ll Do

Build, maintain, and optimize automation workflows across

EspoCRM

and connected platforms.

Audit and enhance existing CRM workflows, ensuring data accuracy, efficiency, and scalability.

Develop and manage

custom scripts, workflows, and API integrations

within EspoCRM.

Build and maintain automation pipelines in

n8n ,

Zapier , or similar tools to connect CRMs, cloud storage, and communication platforms.

Integrate AI tools (e.g., OpenAI, Claude, HuggingFace) for

document generation, summarization, and intelligent task routing .

Collaborate with non-technical teams to translate operational pain points into automated technical solutions.

Maintain

version control, documentation , and contribute to an internal automation roadmap with measurable KPIs (time saved, efficiency gained, accuracy improved).

Technical Requirements

Strong understanding of

CRMs and databases

— entities, relationships, workflows, and data models.

Experience with

EspoCRM , or transferable experience from CRM systems such as

HubSpot, Salesforce, or Zoho .

Skilled in

PHP, JavaScript, and MySQL , with experience building and consuming

REST APIs .

Familiarity with EspoCRM’s stack :

PHP 7+ / 8+

MVC structure (similar to Laravel / Symfony)

Frontend : Backbone.js, Handlebars.js, jQuery

Database : MySQL / MariaDB

Comfortable with webhooks, JSON, and

API authentication (OAuth, tokens, etc.) .

Hands-on experience building

AI-integrated automations

(e.g., text summarization, data extraction, classification).

⚙️

Automation & AI Workflow Skills

Proficiency in

n8n ,

Zapier , or

Make (Integromat)

— including complex, multi-step automations.

Ability to connect CRMs, email systems, Google Workspace, Slack, and cloud storage tools.

Understanding of

OpenAI API ,

LangChain , or similar frameworks.

Experience connecting CRM data to

LLMs

for automations like client responses or claim summaries.

Practical knowledge of

prompt design ,

embedding models , and

retrieval workflows

is a plus.

Bonus Skills

Experience in

insurance, claims management, or operations-heavy industries .

Familiarity with

Google Workspace API, Slack API , or

cloud storage integrations .

Background in

process re-engineering

or

low-code workflow design .

Strong communication skills — able to collaborate with both technical and non-technical teams.

Preferred Experience

3–5 years’ experience in

CRM customization or backend development .

Prior experience with

PHP CRM frameworks

(EspoCRM, SugarCRM, SuiteCRM, etc.).

Proven experience building

automation and AI-powered workflows .

Who You Are

You’re a

technical problem-solver

who thrives at the intersection of

automation, AI, and business process design . You can bridge the gap between code and operations, transforming manual processes into efficient, intelligent systems that help teams scale effortlessly.

Ready to build the future of intelligent workflow automation?

Apply now and help us transform how we manage and deliver exceptional results through smart automation.