Zoho CRM Setup & Integrations: Pipeline, Automations & Sync

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

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.