Zoho Implementation Consultant
About Navinyaa Solutions
Navinyaa Solutions Pvt. Ltd. is a global solutions and services organization providing solutions across Engineering Design, Finance & Accounting, IT Solutions, Business Process Outsourcing, and Consulting Services. We work with organizations across different industries and geographies, delivering scalable, technology-driven, and cost-effective business solutions.
Our biggest challenge today: data lives in silos across Zoho apps with no unified view. We need a technical expert who can connect the dots — literally and systematically.
Responsibilities:
1. Zoho One Platform Architecture
• Audit the current Zoho setup and map all data flows, gaps, and integration points
• Design a cross-module automation blueprint covering all Zoho One apps in use
• Build and maintain a master data model ensuring consistency across CRM, People, Projects, and Analytics
2. Automation & Process Flows (Zoho Flow + Deluge)
• Develop automated workflows across all departments using Zoho Flow
– Sales: Lead scoring, deal progression, quote-to-order automation
– HR: Job opening → screening → offer → onboarding → payroll
– Delivery: Deal close → project creation → sprint setup → milestone alerts
– Finance: Expense approvals, invoice triggers, contract renewals
• Write Deluge scripts for custom functions, scheduled automations, and advanced business logic
• Handle error logging, retry logic, and alert mechanisms for all critical flows
3. Zoho Creator – Custom App Development
• Build custom Zoho Creator applications for workflows that standard Zoho modules cannot handle
• Design forms, reports, and dashboards in Creator with Deluge backend logic
• Integrate Creator apps with CRM, People, Projects, and Analytics
4. Reporting & Analytics (Zoho Analytics)
• Create unified business dashboards pulling data from CRM, Projects, People, Expense, and Recruit
• Build cross-module reports: pipeline health, team utilization, revenue vs. cost, hiring funnel
• Set up scheduled email reports and Analytics embedded views within other Zoho apps.
5. Third-party & API Integrations
• Integrate non-Zoho tools via REST APIs using Deluge's invokeurl function
• Set up webhooks, OAuth connections, and JSON data transformation pipelines
• Document all API integrations with authentication details, payload schemas, and error handling
6. Zoho CRM – Advanced Customization
• Design custom modules, layouts, and Blueprint process stages aligned to our sales workflow
• Build SalesSignals, scoring rules, and territory management configurations
• Integrate CRM with Zoho Campaigns, Mail, and Analytics for a 360° customer view
7. HR & People Automation (Zoho Recruit + People)
• Automate recruitment pipeline from job posting to offer letter using Zoho Recruit
• Configure Zoho People for attendance, leave, appraisals, and document management
• Build onboarding checklists and automations bridging Recruit, People, and Learn
8. Documentation & Enablement
• Maintain a living technical documentation of all configurations, Deluge scripts, and flows
• Conduct internal knowledge transfer sessions so the team can handle basic changes
• Create SOPs for common Zoho admin tasks to reduce dependency on the consultant over time
• Minimum 3 years of hands-on Zoho implementation experience (not just consulting)
• Must have delivered at least 2 full Zoho One or Zoho CRM Plus implementations end-to-end
• Experience writing Deluge scripts beyond basic workflow actions — custom functions, API calls, scheduled tasks
• Proven track record of building cross-app automation flows (not just single-app configurations)
• Experience in IT/Software Services or similar B2B service companies is a strong plus
• Zoho certification(s) preferred but not mandatory if hands-on experience is strong