
Lilian C
CRM EXPERT
Competenze

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Esperienza lavorativa
Fiverr
Freelance • 7 yrs 10 mos
AI Automation & CRM Solutions Specialist
Oct 2022 - Present • 3 yrs 10 mos
As an AI Automation & CRM Solutions Specialist, I develop intelligent business automation systems that combine CRM platforms with AI-powered workflows to improve efficiency and customer engagement. I design automation solutions that integrate customer relationship management, lead generation, communication tools, project management software, and marketing platforms into one connected ecosystem. My expertise includes AI workflow automation, CRM implementation, API integration, webhook configuration, chatbot automation, lead qualification, sales pipeline automation, marketing automation, customer onboarding, document automation, and business process optimization. I work with HubSpot, GoHighLevel, Salesforce, Zoho CRM, Monday.com, Airtable, ClickUp, Notion, Zapier, Make.com, n8n, Slack, OpenAI, Claude AI, Twilio, Calendly, Mailchimp, ActiveCampaign, Apollo.io, and DocuSign to build reliable automation systems for agencies, startups, SaaS businesses, healthcare providers, consultants, and real estate companies. My focus is on delivering scalable CRM and AI automation solutions that reduce manual work, improve collaboration, increase sales productivity, streamline customer communication, and support long-term business growth through modern workflow automation technologies.
HubSpot CRM & Sales Automation Expert
Aug 2022 - Present • 4 yrs
I specialize in implementing HubSpot CRM solutions that help businesses automate sales, marketing, and customer service operations. My work includes CRM setup, pipeline creation, lead capture automation, contact segmentation, deal automation, workflow creation, reporting dashboards, and marketing automation tailored to each client's business objectives. I build end-to-end automation using HubSpot Workflows, Zapier, Make.com, Slack, Calendly, Mailchimp, ActiveCampaign, Apollo.io, Google Sheets, and other business applications. I also configure API integrations, webhooks, email automation, forms, meeting scheduling, customer onboarding, and lead nurturing campaigns that increase conversion rates and improve customer experiences. Working with businesses across different industries has allowed me to design scalable CRM systems that simplify operations, eliminate repetitive tasks, improve collaboration, and generate measurable business growth through automation and process optimization.
CRM Integration & Business Automation Consultant
Upwork • Part time
May 2022 - Present • 4 yrs 3 mos
As a freelance CRM Integration & Business Automation Consultant on Upwork, I help businesses connect their CRM platforms with the applications they rely on every day to create seamless automated workflows. My expertise involves integrating sales, marketing, communication, customer support, and project management tools that improve efficiency while reducing manual work. I work extensively with HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Airtable, Monday.com, ClickUp, Zapier, Make.com, n8n, Slack, Calendly, Twilio, Mailchimp, ActiveCampaign, Apollo.io, Google Workspace, Outlook, and DocuSign. My projects include API integrations, webhook automation, CRM customization, lead routing, customer onboarding automation, email sequence automation, reporting dashboards, and workflow optimization. I analyze existing business processes, identify automation opportunities, and implement scalable CRM solutions that support sales operations and customer relationship management. I also provide CRM migration, database cleanup, custom fields, pipeline optimization, AI workflow automation, and system integration services for startups, agencies, consultants, real estate companies, and growing businesses seeking to improve productivity and customer engagement.