Zoho CRM Consultant, Configure CRM for Healthcare/Medicaid Services Company (HIPAA)

Posted last month

Worldwide

Summary

We're a small NYC healthcare services company (HIPAA applies). We need an experienced Zoho consultant to configure Zoho CRM and connected Zoho One apps to match our workflows. The groundwork is done; this is a configuration job, not a discovery project. We have an active Zoho One subscription, a live public intake form (Zoho Forms) already integrated with CRM Leads, and a detailed written specification covering the data model, fields, status pipeline, workflows, and automation rules. The full spec goes to shortlisted candidates after a signed confidentiality agreement. You'll work from our spec and check in with us for decisions. We move fast and expect the core build to be done within 2 weeks. Scope of work (summary) The work is standard Zoho CRM configuration, done well: customizing the Leads module (custom fields, status pipeline, layouts), lead conversion mapping, custom views, workflow rules and automations, validation rules, an approval process, a couple of custom modules, and some Deluge scripting. Reporting Zoho Analytics. Optionally, a few hours per month of ongoing maintenance after the build. Requirements Proven Zoho CRM configuration experience: custom modules, layouts, workflow rules, Blueprint/approval processes, validation rules — show us examples Strong Deluge scripting Zoho Forms → CRM integration experience Experience with HIPAA-compliant Zoho setups (BAA, HIPAA compliance mode, audit logs, role-based permissions) strongly preferred US-based strongly preferred. Should have Zoho Analytics report building Experience with healthcare or social services organizations Zoho One ecosystem breadth (Books, Sign, Cliq) To apply In your proposal, please include: Two or three Zoho CRM builds you've done, with information on what you configured in each A Deluge function you've written, and what it did Whether you've worked under HIPAA constraints in Zoho, and how Your hourly rate and availability over the next 3 weeks We'll do a short call with the top 2–3 applicants. We may start with a small paid test task (one workflow rule + one custom view from our spec) before committing to the full build.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • $30.00

    -

    $55.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
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Skills and Expertise
Mandatory skills
Zoho Platform
CRM Software
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:4 weeks ago
  • Hires:
    1
  • Interviewing:
    2
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Feb 22, 2026
  • USA
    Brooklyn4:46 AM
  • $249 total spent
    1 hire, 1 active
  • 7 hours
  • Health & Fitness
    Small company (2-9 people)

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