Ankeet Dalvi
Mumbai
Summary
Dynamic Senior CRM Developer with extensive experience at Transasia Bio-Medicals Limited, specializing in Zoho CRM customization and workflow automation. Proven track record in API integration and data analysis, enhancing operational efficiency and user satisfaction. Adept at cross-functional collaboration and end-user training, driving impactful solutions that align with business objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Assistant Manager - ZOHO
Transasia Bio-Medicals Limited
10.2023 - Current
- Configured and customized Zoho People to streamline onboarding, attendance, leave management, and complete employee lifecycle automation.
- Developed advanced Deluge scripts, custom functions, schedulers, workflows, and approval processes to automate HR operations and reduce manual intervention.
- Integrated Zoho People with payroll systems and other Zoho applications for seamless employee data synchronization.
- Managed and customized Zoho Expense, implementing automated expense reporting, multi-level approvals, and policy validations.
- Integrated Zoho Expense with Zoho Books and external accounting systems for real-time reimbursement and financial tracking.
- Designed and implemented highly customized Zoho CRM solutions, including custom modules, blueprints, validation rules, lead scoring, and workflow automation.
- Developed complex Deluge functions for API integrations, data transformation, cross-module automation, and scheduled background processes.
- Led multiple REST API and webhook-based integrations between Zoho CRM and external systems including ERP (Oracle EBS), marketing tools, payment gateways, and websites.
- Integrated Zoho CRM with WhatsApp, telephony systems, and IVR platforms for automated call logging, click-to-call functionality, lead routing, and ticket creation.
- Developed and integrated ChatGPT (OpenAI API) solutions within Zoho CRM for response suggestions, lead qualification, and automated customer interaction summaries.
- Implemented Zoho Marketing Automation to design customer journeys, lead nurturing workflows, segmentation strategies, and performance tracking integrated with Zoho CRM.
- Configured Zoho Desk with SLA policies, Blueprints, ticket automation, and multi-channel support (Email, Chat, Telephony, WhatsApp), integrating with Zoho CRM for unified customer service operations.
- Designed and deployed Zoho Survey and ZOHO forms integrated with CRM to capture customer feedback, automate response-based workflows, and generate analytical reports.
Assistant Manager - CRM
IndiaBonds Pvt Ltd
01.2023 - 10.2023
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Develop high-quality code following industry best practices and Zoho's coding standards.
- Conduct code reviews and provide constructive feedback to ensure code quality and performance.
- Design and develops customized solutions within ZOHO platform.
- Participate in Agile/Scrum meetings and contribute to sprint planning and estimation.
ZOHO Developer
The Machan Resorts LLP
11.2019 - 01.2023
- Created custom APIs for seamless integration with third-party services, expanding application functionality and compatibility.
- Worked closely with clients to gather requirements and translate them into technical specifications for implementation.
- Integrated Zoho CRM with Microsoft SharePoint for automated document management, secure file storage, and real-time record synchronization.
- Designed and implemented HR system integrations (attendance, payroll, employee lifecycle) with Zoho CRM using APIs and Deluge scripting.
- Developed end-to-end workflows connecting Zoho CRM with third-party HR platforms to streamline onboarding, leave tracking, and performance processes.
- Continuously updated skills through training courses, workshops, and self-study—staying current on industry trends and emerging technologies.
- Debugged complex software issues, leading to a more stable product release.
- Conduct code reviews and provide constructive feedback to ensure code quality and performance.
- Troubleshoot and debug complex issues in existing software applications.
- Stay updated with the latest technologies, and propose technical improvements and optimizations.
- Develop high-quality code, following industry best practices and Zoho's coding standards.
- Implemented and customized Zoho People to streamline HR operations such as employee onboarding, attendance tracking, leave management, and performance appraisal workflows.
- Designed automated workflows for multi-level approvals and policy enforcement, ensuring compliance and operational efficiency.
- Document development processes, code changes, and release notes.
- Configured Zoho Expense to automate expense reporting, enforce custom travel and reimbursement policies, and route expense approvals efficiently.
- Documented technical workflows and knowledge to educate newly hired employees.
- Involved in designing, coding, testing, and deploying software solutions across various projects.
Junior ZOHO Developer
Acute Informatics Pvt Ltd
01.2019 - 11.2019
- Assist in designing, coding, testing, and deploying software applications.
- Collaborate with team members to understand project requirements and deliver scalable and efficient solutions.
- Write clean and maintainable code following coding standards and best practices.
- Test and debug applications to ensure functionality and reliability.
- Participate in code reviews and provide feedback to peers.
- Learn new technologies and stay updated with industry trends.
- Document development processes, code changes, and release notes.
ZOHO Admin
Namaha Healthcare
03.2017 - 12.2018
- Configure and customize Zoho applications (such as CRM, Desk, Books, etc.) based on business requirements.
- Create and manage user accounts and profiles within Zoho applications.
- Develop and maintain workflows, reports, and dashboards in Zoho applications to support business operations.
- Provide training and support to end-users on Zoho applications and functionalities.
- Monitor application usage, data integrity, and security within Zoho applications.
- Collaborate with cross-functional teams to implement integrations between Zoho applications and other systems.
- Stay updated with new features and functionalities in Zoho applications and recommend improvements.
- Troubleshoot issues, perform root cause analysis, and implement solutions or escalate to appropriate teams/vendors.
Education
B.E.- IT - Information Technology
K J. Somaiya College of Engineering
Mumbai, IndiaSkills
- Zoho CRM customization
- Workflow automation
- API integration
- Data analysis
- Dashboard creation
- End-user training
- Technical documentation
- Agile methodology
- Cross-functional collaboration
- Code review
- Problem solving
- User support
- Technical analysis
- Programming
- Javascript
Certifications
01-2019
Certification
- Big Data Certification
- Power BI Certification
- Database Management System
- Machine Learning Certification
Personal Information
Timeline
Assistant Manager - ZOHO
Transasia Bio-Medicals Limited
10.2023 - Current
Assistant Manager - CRM
IndiaBonds Pvt Ltd
01.2023 - 10.2023
ZOHO Developer
The Machan Resorts LLP
11.2019 - 01.2023
Junior ZOHO Developer
Acute Informatics Pvt Ltd
01.2019 - 11.2019
ZOHO Admin
Namaha Healthcare
03.2017 - 12.2018
B.E.- IT - Information Technology
K J. Somaiya College of Engineering