
Chris Wilson
Marketing automation spcialist
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Zoho CRM Automation & Integration Specialist
Upwork • Freelance
May 2026 - Jun 2026 • 1 mo
Designed and implemented Zoho CRM systems for businesses looking to streamline lead management, sales processes, and customer communication. Built custom CRM workflows, automated repetitive tasks, configured pipelines, and integrated Zoho CRM with third-party applications to create a connected business system. Key Responsibilities: Zoho CRM setup, customization, and optimization Custom modules, fields, layouts, and sales pipelines Lead management and automated lead assignment Workflow rules, notifications, and task automation Zoho CRM integrations with third-party platforms Data import, cleanup, and CRM organization Sales process and customer lifecycle automation API and webhook-based integrations Automated follow-ups and email notifications CRM reporting, dashboards, and process optimization
WhatsApp AI Chatbot Automation & Integration Specialist
Freelancer.com • Freelance
Mar 2025 - Apr 2025 • 1 mo
Built automated WhatsApp communication systems that help businesses respond to customers, qualify leads, automate FAQs, and manage conversations without relying entirely on manual support. Integrated WhatsApp automation with CRM systems and external business tools to create seamless lead and customer workflows. Key Responsibilities: WhatsApp Business API and Cloud API integration AI-powered WhatsApp chatbot development Automated customer support and FAQ responses Lead capture and qualification through WhatsApp WhatsApp chatbot workflow automation CRM integration for automatic lead management Automated follow-ups and customer notifications Webhook and API integrations Conversation routing and human handoff WATI and WhatsApp automation setup Connecting WhatsApp with CRM and business tools End-to-end chatbot testing and workflow optimization