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Zoho CRM Consultant

JOBATHON
Anywhere in India/Multiple Locations
5 - 10 Years

Posted on: 25/09/2025

Job Description

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 efficiency.


Key Responsibilities :


CRM 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 scripting.


Integrations & 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 automation.


Data Management :


- Perform data import/export for contacts, leads, and deals.

- Ensure data quality through cleaning and deduplication practices.


User Management & Security :


- Manage role-based permissions and user access.

- Configure multi-currency and multi-language support for global usage.


Analytics & Reporting :


- Build and manage custom reports and dashboards to track KPIs and performance metrics.

- Deliver actionable insights through CRM analytics to support data-driven decision-making.


Required 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.


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