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CRM Automation

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Jodhpur, India Bulldog Adjusters, Inc. Full time

CRM Automation & AI Workflow DeveloperLocation:Remote (Global applicants welcome) Department:Technology & Automation Type:Full-timeWe’re looking for aCRM Automation & AI Workflow Developerto help us scale and streamline our operations by building smart, automated workflows that connect systems, eliminate manual steps, and leverage AI for real-time insights and decision support. If you’re passionate about automation, APIs, and AI-driven problem solving — and love turning complex business processes into seamless, intelligent workflows — we’d love to meet you.What You’ll DoBuild, maintain, and optimize automation workflows acrossEspoCRMand connected platforms. Audit and enhance existing CRM workflows, ensuring data accuracy, efficiency, and scalability. Develop and managecustom scripts, workflows, and API integrationswithin EspoCRM. Build and maintain automation pipelines inn8n ,Zapier , or similar tools to connect CRMs, cloud storage, and communication platforms. Integrate AI tools (e.g., OpenAI, Claude, HuggingFace) fordocument generation, summarization, and intelligent task routing . Collaborate with non-technical teams to translate operational pain points into automated technical solutions. Maintainversion control, documentation , and contribute to an internal automation roadmap with measurable KPIs (time saved, efficiency gained, accuracy improved).Technical RequirementsStrong understanding ofCRMs and databases— entities, relationships, workflows, and data models. Experience withEspoCRM , or transferable experience from CRM systems such asHubSpot, Salesforce, or Zoho . Skilled inPHP, JavaScript, and MySQL , with experience building and consumingREST APIs . Familiarity with EspoCRM’s stack: PHP 7+/8+ MVC structure (similar to Laravel/Symfony) Frontend: Backbone.js, Handlebars.js, jQuery Database: MySQL / MariaDB Comfortable with webhooks, JSON, andAPI authentication (OAuth, tokens, etc.) . Hands-on experience buildingAI-integrated automations(e.g., text summarization, data extraction, classification).⚙️Automation & AI Workflow SkillsProficiency inn8n ,Zapier , orMake (Integromat)— including complex, multi-step automations. Ability to connect CRMs, email systems, Google Workspace, Slack, and cloud storage tools. Understanding ofOpenAI API ,LangChain , or similar frameworks. Experience connecting CRM data toLLMsfor automations like client responses or claim summaries. Practical knowledge ofprompt design ,embedding models , andretrieval workflowsis a plus.Bonus SkillsExperience ininsurance, claims management, or operations-heavy industries . Familiarity withGoogle Workspace API, Slack API , orcloud storage integrations . Background inprocess re-engineeringorlow-code workflow design . Strong communication skills — able to collaborate with both technical and non-technical teams.Preferred Experience3–5 years’ experience inCRM customization or backend development . Prior experience withPHP CRM frameworks(EspoCRM, SugarCRM, SuiteCRM, etc.). Proven experience buildingautomation and AI-powered workflows .✅Who You AreYou’re atechnical problem-solverwho thrives at the intersection ofautomation, AI, and business process design . You can bridge the gap between code and operations, transforming manual processes into efficient, intelligent systems that help teams scale effortlessly.Ready to build the future of intelligent workflow automation? Apply now and help us transform how we manage and deliver exceptional results through smart automation.