Portfolio
Grupo IOE / UNADE · 2025–2026

Zoho Deluge CRM Automations for an Education Group

Deluge, AI and omnichannel messaging

Deluge function families that orchestrate the student lifecycle in Zoho CRM: Moodle sync, AI-assisted absence chains, WhatsApp/SMS retries and duplicate detection.

My role Design and implementation of the Deluge automations

  • Zoho CRM
  • Zoho Deluge
  • COQL
  • Twilio (WhatsApp + SMS)
  • Zoho WorkDrive API
  • Moodle Web Services
Zoho Deluge CRM Automations for an Education Group
41
My Deluge functions
~6.700
Lines of code
6
Automation families
3
Channels (WhatsApp, SMS, email)

Problem

Grupo IOE / UNADE runs its academic, sales and admin operations on a Zoho CRM weighed down by manual steps: enrolments that had to be re-keyed into Moodle by hand, duplicate leads polluting the sales pipeline, and WhatsApp conversations that fell through the cracks when the first send failed or the student was slow to reply. The CRM holds sensitive data, so every automation had to be robust, idempotent and auditable.

Solution

I designed and built a set of Deluge functions that automate the student lifecycle, grouped into several families: virtual-category and course synchronisation into Moodle with a retry queue; the absence chain with AI-assisted replies and 24h / 48h follow-ups driven by crons; a Twilio messaging retry that, on a WhatsApp failure, resends the template and falls back to SMS; duplicate detection by phone with an AI first layer; and academic-record and Zoho WorkDrive folder creation with public links. I also built reusable helpers (Twilio sending, phone sanitising, standard success/error responses) backed by COQL and org variables for credentials.

Result

I built 41 Deluge functions (~6,700 lines) covering critical points of the student lifecycle —acquisition, enrolment, communication and documentation— in an automated way, with error handling and email alerts on failure. COQL queries, credentials in org variables and strict parameter validation leave maintainable, secure code that runs in real production.