Senior Zoho CRM Expert (10+ Years Experience, Fully Certified) – Adv Workflows, Forms, SMS, Chat

Job Description: We are looking for a high-level Zoho CRM expert with 10+ years of hands-on Zoho experience and all major Zoho certifications (CRM, Deluge, Creator, Flow, Campaigns, Desk, Books/Finance, etc.). Our company runs the majority of its operations inside Zoho CRM. Most of our system is already set up, but we now need advanced customization, optimization, and programming to take things to the next level. We briefly moved a few components to HubSpot and are now moving them back — so we need someone who can fix mappings, clean up logic gaps, and reestablish best practices. This job will begin with a trial phase of several tasks. If the work is high quality, this will develop into ongoing weekly or monthly support. Immediate Needs & Example Tasks: CRM Customization & Programming Customizing Zoho CRM fields, forms, and modules Adding complex formulas in Zoho Forms and CRM Creating advanced validation rules, conditional logic, and lookup relationships Building or refining complex workflows, assignment rules, and blueprints Advanced Deluge scripting for automation and cross-app actions SMS & Live Chat Integration Integrating Zoho CRM with an external SMS platform (e.g., Twilio, SMS-Magic, RingCentral, etc.) Ensuring all SMS records sync cleanly to CRM leads/contacts Setting up a Live Chat tool (Zoho SalesIQ preferred, but open to other platforms) Creating routing rules, notifications, automated replies, and CRM record creation for chats Data Flow & System Refinement Cleaning up inconsistencies from the partial HubSpot migration Fixing field mapping, lead routing, and workflow gaps Ensuring clean sync between CRM, Forms, Campaigns, and external tools Reviewing and enhancing dashboards, reporting, and KPIs General consultation to ensure our Zoho environment is optimized and scalable Qualifications (Required): 10+ years direct hands-on Zoho CRM experience All major Zoho certifications (please list them in your proposal) Expert-level skill in: CRM Deluge scripting Advanced automation/workflows Forms with formulas Flow, Campaigns, Creator, Desk Proven experience integrating CRM with SMS systems and live chat tools Strong ability to audit, fix, and optimize existing CRM setups Clear communication skills and the ability to explain technical decisions About Us: We run the majority of our business on Zoho CRM. The structure is already there — we simply need an expert to refine, optimize, and elevate the system. We want someone who can jump in, understand our setup quickly, and implement improvements right away. Project Structure: Phase 1: Trial tasks to validate skills and fit Phase 2: Ongoing work (likely weekly or monthly), depending on performance and needs To Apply, Please Include: Overview of your 10+ years of Zoho experience List of all Zoho certifications Examples of advanced automations, Deluge scripts, or CRM customizations you've built Experience integrating SMS and Live Chat into Zoho Your hourly rate and availability Optional: Case studies or client references Apply tot his job