James

OpenClaw AI & Zoho CRM Automation Specialist

Auchan Retail • Freelance

Jun 2026 - Present • 1 mo

A client running a fast-growing consulting business reached out because they were overwhelmed by repetitive administrative tasks. They wanted an AI-powered assistant that could qualify leads, update their Zoho CRM automatically, trigger follow-up emails, and connect multiple business applications without manual intervention. Their existing workflow relied on spreadsheets and disconnected tools, causing delayed responses, missed opportunities, and inconsistent customer data. After understanding their requirements, I deployed an OpenClaw AI Agent powered by Claude Code and configured custom skills to automate day-to-day operations. I integrated OpenClaw with Zoho CRM using Zapier and APIs, enabling automatic lead capture, contact creation, deal updates, task generation, appointment scheduling, and intelligent follow-up workflows. I also implemented webhook automation, AI-driven data processing, Gmail notifications, Google Sheets synchronization, and multi-step business workflows to ensure every customer interaction was tracked seamlessly. The solution was thoroughly tested, optimized, and documented for easy future scaling. The completed system reduced manual work by over 85%, eliminated duplicate data entry, accelerated lead response times, and provided the client with a centralized AI-powered CRM ecosystem. Their sales team could focus on closing deals while OpenClaw handled repetitive processes, resulting in improved productivity, better customer engagement, and a scalable automation infrastructure that continues to support business growth. OpenClaw, OpenClaw Setup, OpenClaw AI, OpenClaw Automation, AI Automation, AI Agent, AI Assistant, Claude Code, Hermes Agent, ClawDBot, Moltbot, AI Workflow, Workflow Automation, Business Automation, Agentic AI, Multi-Agent System, Zoho CRM, Zoho CRM Setup, Zoho CRM Automation, Zoho CRM Integration, CRM Setup, CRM Automation, Zapier, Zapier Automation, API Integration, Webhook Integration, Lead Capture, Lead Management

Make.com Automation Setup for a Digital Marketing Agency

Great Pond Design • Freelance

Jul 2025 - Present • 1 yr

As a Make.com Automation Specialist and Workflow Automation Expert, designed and deployed a fully customized Make.com automation system for a growing digital marketing agency overwhelmed with manual client reporting, disconnected campaign tools, and repetitive administrative tasks slowing down their team's overall productivity. Built sophisticated multi module Make.com scenarios that connected the agency's CRM, Google Sheets, Slack, Gmail, HubSpot, and social media management tools into one seamless automated ecosystem. Configured advanced data mapping, iterators, routers, and filters to handle complex conditional logic and ensure accurate data flow across every connected platform without errors. Automated the agency's entire client reporting process, including weekly performance report generation, campaign data aggregation, and automatic email delivery to clients, eliminating hours of manual report building every single week and giving the team back valuable time to focus on strategy and client growth. Developed custom Make.com automation for lead generation and nurturing, automatically capturing new leads from website forms and ad campaigns, enriching contact data, assigning leads to the correct account manager, and triggering personalized follow up sequences without any manual intervention from the team. Integrated Make.com with external REST APIs and webhook configurations to extend automation capabilities beyond native app connections, enabling custom data transformation and seamless communication between tools that previously required manual data transfer. Implemented thorough error handling routes, execution monitoring, and scheduling configurations across every scenario to ensure long term reliability, while documenting every workflow clearly for the agency's internal team to manage and scale independently going forward. Make.com Automation, Make.com, Integromat, Business Process Automation, Workflow Automation, AI Automation, API Integration, Webhook

HubSpot CRM Setup & Automation Specialist

Upwork • Freelance

Jun 2026 - Jul 2026 • 1 mo

A client operating a B2B marketing agency hired me to organize their sales process after struggling with scattered customer data, inconsistent follow-ups, and poor pipeline visibility. Their team was managing leads manually through spreadsheets and emails, making it difficult to nurture prospects, track deal progress, and measure sales performance. After analyzing their workflow, I implemented a fully customized HubSpot CRM solution tailored to their business. I configured the CRM with custom properties, pipelines, deal stages, contact segmentation, lifecycle stages, and user permissions. I migrated and cleaned existing customer data, built automated lead assignment workflows, email sequences, task reminders, and follow-up automation using HubSpot Workflows. I also integrated HubSpot with Gmail, Google Calendar, Zapier, Zoom, and other third-party applications through APIs and webhooks to create a seamless sales and marketing ecosystem. Custom dashboards and reports were developed to provide real-time insights into lead conversion, sales performance, and team productivity. The completed project transformed the client's sales operations by centralizing customer information, eliminating repetitive manual tasks, and improving collaboration across the sales team. Lead response times improved significantly, follow-ups became fully automated, pipeline management became more efficient, and the client gained accurate reporting to support business decisions. The scalable HubSpot CRM system continues to support their growth while increasing productivity and customer engagement. Keywords: HubSpot CRM, HubSpot Expert, HubSpot CRM Setup, HubSpot CRM Customization, HubSpot Automation, HubSpot Workflow, HubSpot Sales Hub, HubSpot Marketing Hub, HubSpot Service Hub, HubSpot Integration, CRM Setup, CRM Migration, CRM Customization, Workflow Automation, Sales Pipeline, Lead Management, Lead Nurturing, Email Automation, Marketing Automation, Contact Management, Deal Pipeline, API I