Zoho One & Automation Specialist

Business Financial Group

  • Kochi, Kerala
  • Permanent
  • Part-time
  • 3 days ago
This is a remote position.Role Overview:We are seeking an experienced Zoho One Specialist with strong expertise in system architecture, workflow automation, and cross-app integrations within the Zoho ecosystem.This role has two primary objectives:1. Resolve timezone (IST) configuration issues in Zoho Projects2. Build an integrated workflow from Zoho Recruit → Zoho CRM → Ignition
3. Build a sales workflow automation from Zoho Survey--Zoho CRM--Ignition.Key Responsibilities:1. Zoho Projects – Timezone Fix- Resolve IST timezone inconsistencies- Ensure accurate time tracking for India team- Align system for USA + India teams2. Zoho One System Architecture- Integrate Zoho Recruit, CRM, and Ignition- Maintain CRM as source of truth3. Zoho Survey Integration- Capture qualification data- Implement scoring logic- Sync data to CRM4. Zoho CRM Decision Engine- Build custom fields:Qualification Score, Recommended Package, Cleanup Required, Tax Risk Level, Proposal Status- Implement workflows and automation- Apply scoring + override logic5. Ignition Integration- Connect CRM to Ignition via Zapier- Automate proposal sending- Update CRM after proposal acceptance6. Workflow Optimization- Build scalable onboarding workflows- Improve operational efficiency7. Automation Tools- Use Zoho Flow / Zapier- Implement Deluge scripting if needed8. Advisory Role- Recommend improvements- Support system scalingRequirementsRequired Qualifications:- Experience with Zoho One- Strong Zoho CRM and Zoho Projects expertise- Workflow automation experience- Integration experience (Zapier/Zoho Flow)Preferred Qualifications:- Based in Kochi- Experience with CPA firms- Familiarity with Zoho Recruit, Survey, Ignition- Deluge scripting experienceBenefitsProfessional BenefitsOpportunity to work on end-to-end system architecture within Zoho OneHands-on exposure to multi-app integrations (Zoho Project, Books, Desk, Recruit ,CRM, Ignition)Ownership of automation-driven business workflowsWork on real-world use cases involving USA + India operationsExperience in building a scalable decision engine inside Zoho CRMWork FlexibilityRemote work option across IndiaFlexible working hours (outcome-driven, not time-bound)Project-based engagement

Business Financial Group