Zoho CRM Setup & Integration

Infallibletechie; Eastvale (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

Infallibletechie seeks an experienced Zoho CRM specialist to transform a blank-slate account into a lean, fully tailored sales hub. You will map the exact sales pipeline, define stages and probabilities, and implement fields, layouts, and automation to streamline data entry and follow-up actions.

Beyond core CRM work, you will connect our newsletter platform and ad‑serving tools, ensuring seamless two‑way data flow, reliable sync, and near real‑time reporting in Zoho.

Qualifications

• 5+ years in CRM/Zoho implementations.
• Experience with integrations (Zapier/API).
• Strong data modeling and field mapping skills.
• Ability to document configurations and workflows.

Responsibilities

• Map sales pipeline with stages, probabilities, and activities.
• Create custom fields, layouts, and workflow rules.
• Set up integrations with newsletter and ad‑serving platforms; ensure secure, real‑time data sync.
• Document configurations, API connections, and data flows; provide testing and optimization.

Skills

Zoho CRM

Sales pipeline mapping

Data integration

API & Zapier integration

Testing & optimization

Tools

Zoho CRM

Zapier

API testing tools

Job description

I need an experienced Zoho CRM specialist to take our blank-slate account and turn it into a lean, fully tailored sales hub. The first priority is mapping our exact sales pipeline—every stage, probability, and related activity—so the team can see deals move through the funnel without confusion. Once the structure feels right, I want all key fields, layouts, and workflow rules in place to keep data entry quick and consistent while triggering the right follow-up actions automatically. Beyond core CRM work, the project extends to connecting our newsletter platform and the ad‑serving tools we rely on for lead generation. Clean two-way data flow is essential; I should be able to segment contacts for campaigns inside the newsletter app and have engagement metrics loop straight back into Zoho for reporting. If a native integration is missing, I’m open to API or Zapier‑based solutions—whatever keeps sync reliable and near real‑time. System speed and stability matter, so part of your job is testing every automation and integration thoroughly, identifying bottlenecks, and iterating until the whole stack runs smoothly.

Deliverables

• Fully configured sales pipeline, custom fields, and page layouts
• Workflow, assignment, and notification rules that mirror real-world processes
• Seamless integrations with our chosen newsletter and ad‑serving platforms, including authentication, field mapping, and sync tests
• Documentation outlining configurations, custom functions, and API connections

You are not looking for a coder. You are looking for someone who can build this properly. That is exactly why your project stood out.