Ann Emmanuel

CRM Automation Consultant

Peak Virtual Solutions • Freelance

Jan 2017 - Mar 2018 • 1 yr 2 mos

Peakline Sales Solutions was a small B2B sales consultancy whose reps were losing deals because follow-ups were slow and customer data lived in too many places. As their CRM automation consultant, I designed a connected system around HubSpot CRM and Airtable, with Integromat (now Make.com) moving data between them and the tools the team already used. New leads from website forms, Typeform surveys, and event spreadsheets were cleaned, deduplicated, and created in HubSpot automatically. A scoring scenario looked at job title, company size, and the pages each lead had visited, then assigned a score and routed hot leads straight to the right rep with a notification. Cooler leads entered a timed email sequence that stopped the moment the contact replied or booked a call. I built an Airtable database that acted as the single source of truth for accounts, contacts, and campaigns, with views for each sales manager. Scenarios kept it in sync with HubSpot in both directions, using search and update logic so records were never duplicated. When a deal closed, another scenario created the onboarding checklist, sent a welcome email, and posted the win to the team’s Slack channel. I also set up reporting that gathered pipeline numbers every Friday and emailed a simple summary to the founders. Before each release I tested with real examples and kept a change log, so the team always knew what had been updated. Within six months, average first-response time fell from about a day to under ten minutes, reps spent far less time on data entry, and the pipeline report went from a half-day task to something that arrived on its own. I also ran short training sessions so non-technical staff could adjust filters and email text safely. I documented each scenario in plain language so the founders could see what ran and when, and sales managers could finally trust the numbers in their weekly meetings. crm automation, hubspot crm, airtable crm, make com automation, integromat, lead generation

Workflow Automation Developer

Novacart Group • Freelance

Jan 2016 - Feb 2017 • 1 yr 1 mo

At NovaCart, an online store selling home and garden products, I owned the automation layer between the website, payments, warehouse, and accounting. Orders were being retyped into three systems, stock levels were often wrong, and customers regularly asked where their parcels were. I rebuilt the process around Integromat (now Make.com) so each order moved through the business on its own. When a customer paid, a webhook sent the order to a scenario that checked stock, requested the shipping label, updated the inventory sheet, and pushed the invoice details into the accounting software. A router handled different cases, such as pre-orders, international shipping, and orders with discount codes, so staff only saw the exceptions that truly needed a person. Tracking numbers were emailed to the customer as soon as the courier returned them. I also built an abandoned cart follow-up flow, a low stock alert to the purchasing team on Slack, and a nightly sync that compared the store catalog with the supplier price list and flagged any gaps. Each scenario used iterators and aggregators to handle orders with many items, and data stores to remember what had already been processed so nothing was duplicated if a run was repeated. Reliability was my main focus. I added error handlers, retries, and alert emails, and I reviewed the execution history every morning to catch problems before customers did. When an app changed its API, I fixed the affected scenario the same day. Within twelve months, staff time spent on each order fell from about fifteen minutes to almost zero, stock errors dropped sharply, and support received far fewer where-is-my-order messages. I documented every workflow and trained the operations manager to monitor them. The system ran quietly through the holiday sales peak with no downtime, and a simple Google Sheets dashboard gave management daily sales and stock numbers. make com automation, integromat, make com scenario, api integration, workflow automation.

Integration Specialist

brightpathdigital • Part time

Jan 2015 - Jan 2016 • 1 yr

Joined BrightPath Digital Agency as its first automation hire, when Integromat (now Make.com) was still a young platform and most clients did everything by hand. My job was to find repetitive work across client accounts and replace it with reliable no code automation. I started by mapping how each client handled leads, enquiries, and reporting, then built Integromat scenarios that moved data between web forms, Google Sheets, Gmail, Mailchimp, WordPress, and Slack without anyone copying and pasting. One of my first projects was a lead capture system for a home services client. Every form submission was validated, written to a Google Sheet, added to a Mailchimp list, and answered with a personalized email within seconds. Before that, leads waited up to a day for a reply. After launch, response time dropped to under a minute and the owner stopped checking the inbox every hour. I also built weekly reporting automations that pulled numbers from several sources, formatted them, and emailed a clean summary to each client every Monday morning. This replaced about six hours of manual work per week across the agency. Where Integromat had no ready-made module, I used HTTP requests, webhooks, and JSON parsing to connect to the app’s API, which built the API integration skills I still use daily. I tested every scenario with sample data, added filters and error handling so bad data never reached a client’s list, and wrote short documentation so account managers could understand each workflow. I also used Zapier for simple two-step tasks and compared both tools on price and flexibility to recommend the right one for each client. By the end of the year I was running automations for more than twenty clients and training two colleagues on routers, filters, and scheduling. Those early wins taught me to keep every scenario simple, readable, and easy to fix. make com automation, make com, integromat, make automation, zapier automation, zapier, api integration, workflow automation