Automation Specialist

16 hours ago

kottayam, India beBeeZoho Full time

Job OpportunityWe are seeking a skilled specialist to join our team in the financial services sector. Our company is a fast-growing, process-driven organization that relies heavily on technology to support growth and efficiency across the business.The successful candidate will be responsible for building a strong technology foundation using Zoho as the backbone of our operations. This includes designing and automating systems, workflows, and integrations to improve data accuracy and reduce manual work.About the RoleYou will be the key person responsible for owning the configuration, automation, and integration of our Zoho ecosystem, particularly Zoho CRM, Zoho Forms, Zoho Flow, and Deluge-based automations.This is a deep execution role requiring someone who can build forms, configure automations, and connect tools through APIs/webhooks with minimal oversight.Key ResponsibilitiesConfigure and optimize Zoho CRM modules, layouts, fields, views, roles, and permissions.Build Zoho Forms and integrate them seamlessly with CRM workflows.Create and maintain email automations using Deluge scripts.Develop and manage workflows, blueprints, and validation rules inside Zoho CRM.Build and monitor integrations using Zoho Flow, APIs, and webhooks.Troubleshoot system issues, automation failures, and data sync problems.Improve and document system processes to support scale and team adoption.Proactively recommend automation opportunities to reduce manual work and improve data accuracy.Requirements3+ years of hands-on experience with Zoho CRM configuration and administration.Strong Deluge scripting experience, especially for email and workflow automation.Proven ability to build and deploy Zoho Forms and sync with CRM.Solid working knowledge of APIs, webhooks, and Zoho Flow.Experience with Zoho Creator is a significant plus.Strong problem-solving skills with attention to detail in system logic and data structure.Clear communication skills to translate requirements into working automations.Self-directed and able to deliver independently in a fast-paced environment.

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