Zoho One & Automation Specialist

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 Projects 2. 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 teams 2. Zoho One System Architecture - Integrate Zoho Recruit, CRM, and Ignition - Maintain CRM as source of truth 3. Zoho Survey Integration - Capture qualification data - Implement scoring logic - Sync data to CRM 4. 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 logic 5. Ignition Integration - Connect CRM to Ignition via Zapier - Automate proposal sending - Update CRM after proposal acceptance 6. Workflow Optimization - Build scalable onboarding workflows - Improve operational efficiency 7. Automation Tools - Use Zoho Flow / Zapier - Implement Deluge scripting if needed 8. Advisory Role - Recommend improvements - Support system scaling Requirements Required 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 experience Benefits Professional Benefits Opportunity to work on end-to-end system architecture within Zoho One Hands-on exposure to multi-app integrations (Zoho Project, Books, Desk, Recruit ,CRM, Ignition) Ownership of automation-driven business workflows Work on real-world use cases involving USA + India operations Experience in building a scalable decision engine inside Zoho CRM Work Flexibility Remote work option across India Flexible working hours (outcome-driven, not time-bound) Project-based engagement