
Gift
CRM AUTOMATION AND INTEGRATION SPECIALIST
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AUTOMATION AND INTEGATION SPECIALIST
Fiverr • Freelance
Sep 2020 - Present • 5 yrs 8 mos
I am a CRM and workflow automation specialist with hands-on experience helping businesses organize and automate their operations using platforms such as SuiteDash, HubSpot CRM, GoHighLevel, Zendesk, Vtiger CRM, Ringy CRM, Pipedrive, Salesflare, Teamleader, Commence CRM, NetHunt CRM, BIGContacts, Claritysoft, LeadSquared, Zoho Recruit, Meritto, Gorgias, Lofty, Jobber, JobTread, QuickBooks, Zapier, and n8n. My work involves building structured systems that improve lead management, customer communication, recruitment workflows, client onboarding, sales tracking, helpdesk operations, and business process automation across different industries. Over the years, I have worked on projects involving CRM setup and customization, Facebook Lead Ads integration, sales pipeline automation, recruitment process automation, accounting system integration, customer support workflow setup, API integration, webhook configuration, and third party application synchronization. I also create automated workflows that connect multiple platforms together, helping businesses reduce manual tasks, improve response time, centralize customer data, and maintain smoother day-to-day operations. My experience includes setting up client portals in SuiteDash, workflow automation in n8n and Zapier, helpdesk and ticketing systems in Zendesk and Gorgias, recruitment pipelines in Zoho Recruit and Meritto, sales automation in HubSpot, Pipedrive, Teamleader, and Salesflare, as well as field service and construction workflow systems in Jobber and JobTread. I have also handled QuickBooks integrations for invoice synchronization, payment tracking, and accounting workflow automation connected with CRM platforms. I focus on building reliable and organized automation systems tailored to each business workflow rather than using one generic setup for every project. Whether it involves lead capture automation, pipeline management, customer follow up systems, workflow optimization, email automation, onboarding system