Anurag Gupta is a Senior Software Engineer with 2+ years of experience specializing in the Zoho ecosystem, focusing on business process automation and data analytics. He has a proven track record in developing custom applications and integrations, significantly enhancing operational efficiency.
Expert in Zoho ecosystem with strong integration capabilities.
Proficient in data engineering and analytics, enhancing decision-making processes.
Delivered business process automation for finance and CRM workflows.
Implemented end-to-end solutions across multiple Zoho modules.
Automated financial processes, reducing manual effort by 50%.
Integrated 3rd party logistics with Zoho Books, streamlining operations.
Developed a data-driven operating system for cleansing and generating insights from diverse data sources.
Overview: Automated financial and operational workflows between Zoho Books and Zoho Creator, ensuring seamless data synchronization and custom template modifications. Responsibilities: Configured user roles, permissions, and auto-series generation for financial documents. Generated GST filling reports, managed e-invoicing, and maintained charts of accounts.
Key outcomes:
Streamlined financial document generation and reporting.
Automated data flow between core Zoho financial and application platforms.
Overview: Integrated Shiprocket, a third-party logistics platform, with Zoho Books, alongside developing custom HTML snippets, record templates, and dashboards for enhanced data presentation. Responsibilities: Implemented 3rd Party Integration with Zoho Books to manage shipping logistics.
Key outcomes:
Enabled external logistics integration directly within the Zoho financial system.
Improved data presentation and user experience through custom templates.
Overview: Developed and managed a data-driven operating system focused on cleansing unorganized data from diverse sources to generate critical insights, KPIs, and visual representations. Responsibilities: Cleaned and processed unorganized data from various file types.
Key outcomes:
Transformed raw, unorganized data into actionable insights.
Delivered data-driven decision support through custom KPI dashboards.
Zoho CRM Workflow Automation + Workdrive — related-list automation for Leads/Contacts/Accounts + Zoho Workdrive + Sheet integration for automated documents. ZOHO CRM + DELUGE SCRIPTING + ZOHO WORKDRIVE + ZOHO SHEET + ZOHO FORMS.
Key outcomes:
Significantly streamlined CRM data management and document generation processes.
Improved data consistency and accuracy across integrated Zoho applications.
Automated repetitive tasks in CRM, saving manual effort.
Sales vs Budget Analysis + Advanced Reports — East/West/North/South regions with Zoho Analytics + SAP Cloud + SQL + KPIs + graphs.
Key outcomes:
Provided clear and actionable regional sales performance insights.
Created diverse and accessible reporting tools tailored for different user roles.
Enabled efficient data synchronization from external cloud sources (SAP Cloud) for comprehensive analysis.
Anurag Gupta
ZOHO Developer