Zoho CRM Consultant

Experience : 4+ Years.

Job Summary :

We are seeking an experienced Senior Zoho CRM Consultant with 4+ years of hands-on experience in configuring, customizing, and managing Zoho CRM.

The ideal candidate will be proficient in workflow automation, custom functions using Deluge, integrations, and analytics.

This role requires a strong understanding of business processes and the ability to translate them into scalable CRM solutions that drive business Responsibilities Configuration & Customization :

• Customize CRM modules, fields, layouts, and templates to align with business requirements.
• Configure and optimize sales pipelines.
• Design and implement workflow automation, including approvals and notifications.
• Develop custom functions using Deluge & APIs :
• Integrate Zoho CRM with third-party platforms such as Google Workspace, Office 365, and social media tools.
• Implement seamless integrations within the Zoho ecosystem (Books, Desk, Campaigns, etc.
• Utilize Zoho CRM APIs for custom development and advanced Management :
• Perform data import / export for contacts, leads, and deals.
• Ensure data quality through cleaning and deduplication Management & Security :
• Manage role-based permissions and user access.
• Configure multi-currency and multi-language support for global & Reporting :
• Build and manage custom reports and dashboards to track KPIs and performance metrics.
• Deliver actionable insights through CRM analytics to support data-driven Skills & Qualifications :
• 4+ years of experience working with Zoho CRM.
• Strong knowledge of Deluge scripting, automation workflows, and custom functions.
• Proven experience with CRM integrations, APIs, and the broader Zoho suite.
• Solid understanding of CRM data management and security best practices.
• Strong analytical, problem-solving, and communication skills.
• Ability to collaborate with cross-functional teams and work independently.

(ref : hirist.tech)