Zoho CRM Developer Needed – Improve Zoho Vendo API Integration

Summary
We are looking for an experienced Zoho CRM developer with strong Deluge and API integration experience to help refine and extend an existing Zoho CRM and Paradigm Vendo integration.

This is not a greenfield project. The core API integration has already been successfully implemented and tested.

We need a developer who can review the existing Deluge code, refine workflow behavior, and implement Phase 2 enhancements without rebuilding the integration.

The existing Deluge function and API communication are already implemented and working in production.

The current system successfully creates Vendo appointments and stores the returned Vendo appointment ID inside Zoho CRM.

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CURRENT SYSTEM (PHASE 1 COMPLETE)

Zoho CRM currently creates Vendo sales appointments directly from a Contact record.

A custom button in Zoho runs a Deluge function that:

• Collects Contact and address data
• Normalizes phone numbers and state abbreviations
• Sends a payload to the Vendo API

Endpoint currently used:

POST /v2/appointment

Example response from Vendo:

Appointment ID returned from Vendo

The returned appointment ID is stored in Zoho CRM in the custom field:

Vendo_Appt_ID

Duplicate protection has already been implemented so the system will not create multiple Vendo appointments for the same contact.

We have also successfully tested the Vendo deeplink endpoint which returns a launch URL for the appointment.

This URL launches the exact appointment directly inside the Vendo application.

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PHASE 2 OBJECTIVES

Phase 2 focuses on improving usability, workflow safety, and user interface behavior inside Zoho CRM.

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1. Relaunch Existing Vendo Appointment

When a contact already has a Vendo appointment ID stored, we want a Relaunch Vendo button that:

• Calls the Vendo deeplink endpoint using the stored appointment ID
• Retrieves the returned deeplink URL
• Opens the exact Vendo appointment for the CRM user

Note: Zoho Deluge functions run server side, so the developer must implement the correct method to open the returned URL for the CRM user.

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2. Canvas Interface Logic

We are using Zoho CRM Canvas for the contact interface.

Phase 2 will include improving the Canvas layout to support a structured sales cockpit style interface for agents during remote discovery calls.

This includes:

• Conditional button visibility based on Vendo_Appt_ID
• Clean layout for discovery fields and property information
• Quick property research launch buttons based on the confirmed address

Examples of research links may include:

• Zillow
• Realtor
• Street View
• County Auditor

These links should dynamically use the address fields stored in the CRM record.

The goal is to provide agents with fast property context while speaking with customers.

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3. Reset and Refresh Workflow

Sometimes intake data changes after the appointment has been created.

We need a safe workflow action called Reset Vendo Link.

This action should:

• Clear the stored Vendo_Appt_ID
• Allow the user to recreate the appointment if needed

The existing duplicate protection must remain intact.

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4. Code Review and Cleanup

Review the current Deluge integration and ensure:

• Clean structure
• Proper error handling
• Maintainable logic
• Documentation of the integration behavior

The goal is to keep the integration stable, understandable, and easy to extend.

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REQUIRED SKILLS

• Zoho CRM
• Deluge scripting
• REST API integrations
• Zoho Canvas
• Debugging and improving existing code

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NICE TO HAVE

• Zoho Widgets or Client Scripts
• Webhook or event based integrations
• Experience integrating external SaaS platforms with Zoho

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IMPORTANT

The appointment creation integration is already working.

We are specifically looking for a developer who is comfortable reviewing and extending existing working code rather than rebuilding the integration from scratch. Phase 2 focuses only on improving the sales interface and existing integration. Production workflow automation will be addressed in a later phase.

This prevents candidates from quoting production systems in the estimate.

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WHEN APPLYING PLEASE INCLUDE
1. Your experience with Zoho CRM and Deluge
2. An example of an external API integration you have built using Zoho
3. Your estimated hours to complete the Phase 2 tasks described above