Experienced Zoho CRM + Deluge Expert (Sales Automation + Integrations)

We’re building an AI-driven sales automation system for a service business using Zoho CRM as the main routing/logic engine (Workflows + Schedules + Deluge). We need an experienced Zoho expert who can own the development work end-to-end and collaborate closely via Zoom.
What we’re building (high level)
A “7-agent” automation system inside Zoho CRM to:
• Ingest leads from multiple sources (already sending via API)
• Run a Lead Filter / routing engine at the entry point
• Automate deal/lead follow-ups via SMS (and email where needed)
• Trigger post-job review requests and promo outreach
• Run a daily Supervisor Agent to detect/fix failures and generate QA reporting
• Maintain strict duplicate prevention, counters, and audit logs

Current setup
• Call/SMS solution is already connected to Zoho CRM for calling and we will use it for sending SMS follow ups.
• Existing AI voice solution already sends leads into Zoho CRM through API — we need to route them through our entry “Filter Agent”
• AI Chatbot already send leads into Zoho CRM through API API — we need to route them through our entry “Filter Agent”
• A few Unbounce landing pages need to be integrated into Zoho CRM— we need to route them through our entry “Filter Agent”
• We want AI for classification using Zia and/or OpenAI (if needed via Deluge/API)

Key Responsibilities
• Zoho CRM architecture & implementation
o Create/maintain custom fields, layouts, modules, validation rules, permissions
o Implement workflows, schedules, and assignment logic
• Deluge development (core requirement)
o Build an idempotent Lead Entry Filter (Agent 0) that:
 dedupes by email/phone/external IDs
 classifies (client type, urgency, intent)
 routes leads to correct owner/pipeline
 logs actions and errors
o Build agent automation functions for follow-ups and post-job flows
o Build a logging framework (custom module “Automation Logs”) with run IDs, statuses, message IDs, errors, etc.
o Build a Supervisor scheduled process (daily checks + auto-fix + reporting)
• Integrations
o Ensure inbound API writes reliably trigger automations (workflow triggers / entry status flip pattern)
o Integrate Unbounce form submissions into CRM (webhook/API mapping)
o Implement or integrate SMS sending + logging
• AI implementation
o Implement structured AI classification
• Testing + go-live support
o Sandbox build → UAT plan → staged production rollout
o Provide documentation + handoff notes
o Be available for troubleshooting during rollout

Must-Have Skills
• Expert-level Zoho CRM (workflows, blueprints optional, assignment rules, validation rules, custom modules)
• Strong Deluge scripting (functions, invokeurl, error handling, retry patterns)
• Experience implementing logging/audit trails in Zoho CRM
• Integration experience with webhooks + APIs (Botpress, voice systems, landing pages)
• Strong communication, proactive status updates, and documentation discipline

Nice-to-Have Skills
• Zoho Flow experience (not required, but helpful)
• Zoho Analytics dashboarding
• AI integrations inside Zoho (Zia / OpenAI / prompt engineering)
• Experience with dedupe strategies and high-volume lead systems

Availability & Collaboration Requirements (non-negotiable)
• Must be responsive during business hours (US time)
• Must be able to hop on Zoom calls (screen share) for planning and troubleshooting
• Comfortable working in a structured project plan with milestones and acceptance criteria

To apply (please answer)
1. Share 1–2 examples of Zoho CRM + Deluge projects you’ve built (routing/dedupe/logging preferred)
2. How would you implement idempotency + duplicate prevention for leads created via API?
3. Your timezone + confirmation you can jump on Zoom calls in Eastern Standard Time
4. Rough estimate and timeline to implement this project.