
Aaron S
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Experiência profissional
Freelancer.com
Freelance • 0 mos
Zoho Systems Architect & Automation Consultant
Jul 2026 - Present • 0 mos
Engineered, deployed, and managed custom end-to-end CRM and business automation systems for scaling companies using the Zoho One suite. Gathered client requirements to architect tailored relational databases, streamlined pipelines, and optimized operational workflows that cut administrative overhead by up to 40%. Zoho CRM & Creator Development: Built customized Zoho CRM environments, configured advanced page layouts, mapped custom fields, and set up canvas views. Developed standalone web applications and secure client/vendor portals inside Zoho Creator to handle complex, multi-tier database architectures. Advanced Deluge Scripting & Workflows: Programmed complex custom functions using Deluge scripting on validation, user interaction, and database updates. Configured sophisticated workflow rules, blueprint transitions, and custom buttons to automate repetitive business logic. API Integration & Zoho Flow: Designed multi-app integration pathways using Zoho Flow, custom webhooks, and REST APIs. Connected Zoho with external platforms (such as Shopify, WooCommerce, Stripe, and Twilio) for real-time bidirectional data synchronization and automated transactional SMS/email notifications. Finance & Support Automation: Set up automated bookkeeping and inventory pipelines by linking Zoho CRM to Zoho Books, Zoho Inventory, and Zoho Subscriptions. Configured unified customer service helpdesks in Zoho Desk with automated email-to-ticket conversion and custom SLA escalation paths.
Zoho Automation Engineer & Integration Specialist
Jul 2026 - Present • 0 mos
Specialised in the technical development, API integration, and automation of the Zoho ecosystem. Focused on turning messy, manual business operations into high-efficiency, event-driven automated workflows. Custom Deluge Scripting & API Integrations: Wrote clean, optimized Deluge scripts to automate complex data transformations. Built custom webhook configurations and integrated external third-party software with Zoho databases using RESTful APIs to ensure seamless, error-free data mapping. Business Intelligence (BI) & Analytics: Connected Zoho CRM, Zoho Books, and external advertising/e-commerce streams to Zoho Analytics. Designed interactive KPI dashboards, built advanced data-blending tables using custom SQL queries, and automated live reporting schedules for executive decision-making. Process Automation & Workflows: Configured multi-step automated processes using Zoho Flow and native CRM workflow rules. Established lead routing rules, automated invoice generation, and synchronized inventory levels across Shopify, Zoho CRM, and Zoho Inventory. System Training & Documentation: Created clean technical documentation for custom-built Zoho Creator databases and custom Deluge workflows. Provided training to client teams on utilizing CRM Blueprints, custom Dashboards, and Zoho Desk workspaces to maximize software adoption and ROI.
Zoho Finance & Operations Automation Specialist
Freelancing Career • Freelance
Jul 2026 - Present • 0 mos
Designed and managed unified financial and operational automation ecosystems using the Zoho Finance Suite and Zoho CRM. Focused on eliminating manual bookkeeping errors, automating inventory tracking, and optimizing order-to-cash workflows for high-growth businesses. Finance Suite Automation: Configured, customized, and integrated Zoho Books, Zoho Inventory, and Zoho Subscriptions. Automated billing pipelines, multi-currency invoice generation, tax configurations, and automated payment gateway reconciliations (Stripe, PayPal, and regional gateways). Real-Time Inventory Synchronization: Structured multichannel stock level synchronization by mapping e-commerce platforms (Shopify, WooCommerce) with Zoho Inventory. Built custom automated workflows to trigger reorder alerts, auto-update stock statuses, and manage multi-warehouse routing. Custom CRM-to-Finance Workflows: Utilized Deluge scripting and Zoho Flow to bridge the gap between sales pipelines and financial ledgers. Programmed custom actions to auto-generate invoices, create client portals, and log payment statuses instantly in Zoho CRM upon deal closure. Operations & Fulfillment Mapping: Developed custom logistics automation to update shipment statuses automatically and push live tracking links to customers. Set up recurring billing cycles and dunning management pathways to handle client payment failures automatically.
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hunteralex85
Cliente recorrente

Estados Unidos
Another great job! He updated my welcome email template with our new logo and fixed all the text perfectly. It looks awesome on mobile too. Super fast worker!
zolaherman

Estados Unidos
Needed a quick fix for our Zoho CRM pipeline to stop making tasks manually, and he delivered perfectly! Super fast turnaround, communication was great, and the automation works flawlessly. Will definitely hire again for future Zoho workflows!
hunteralex85
Cliente recorrente

Estados Unidos
Great freelancer! He fixed my Zoho lead problem super fast and kept me updated the whole time with screenshots. Highly recommended if you need quick CRM help!
ggmservices

Índia
better work, delivered in time, professional in work
US$ 50-US$ 100
Preço
1 dia
Tempo
