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Skills

  • CRM
  • ERP
  • Salesforce
  • SugarCRM
  • Workflow Automation
  • Zendesk
  • Zoho

Services

  • Workflow Automation

    $50/hr Starting at $100 Ongoing

    Dedicated Resource

    Streamline Your Business with Powerful Workflow Automation & CRM Integrations Are you spending countless hours on repetitive tasks when you could be focusing on growing your business? I help businesses...

    CRMERPSalesforceSugarCRMWorkflow Automation

About

Workflow Automation Expert | Zapier, Make, CRM & AI Integrations

Automate Your Business with Smart Workflow Automation & CRM Integrations

Are you still wasting hours on repetitive tasks that could be automated in minutes? I help businesses unlock workflow automation, CRM optimization, and AI-powered integrations that save time, reduce errors, and scale growth.

With expertise in Zapier, Make (Integromat), HubSpot, Salesforce, ActiveCampaign, Zoho, Pipedrive, ClickUp, Asana, Airtable, Google Workspace, Shopify, WooCommerce, and AI tools, I design powerful automations tailored to your business needs.

My Workflow Automation Services Include:

Zapier & Make Automation: Connect 1000+ apps, build multi-step workflows, and eliminate manual work.

CRM Automation: HubSpot, Salesforce, Zoho, Pipedrive, and ActiveCampaign setup, lead routing, pipeline automation, and customer journey mapping.

Em ail & Marketing Automation: Automated lead nurturing, follow-ups, and campaigns using Mailchimp, Klaviyo, ConvertKit, or HubSpot.

AI Integrations: Leverage ChatGPT, OpenAI, and AI assistants for automated replies, data analysis, and smart workflows.

Project Management Automation: Streamline tasks in ClickUp, Monday.com, Asana, Trello, Notion with automated notifications and assignments.

Data Sync & Reporting: Auto-sync leads, sales, and customer data between CRM, Google Sheets, Airtable, and dashboards.

E-commerce Automation: Connect Shopify, WooCommerce, Stripe, PayPal, or POS systems for seamless orders, inventory, and customer updates.

Popular Use Cases

Automate lead capture from website forms to CRM

Instantly sync sales data from Shopify/WooCommerce into Google Sheets

Send personalized follow-up em ails after a purchase or sign-up

Auto-generate invoices from PayPal/Stripe transactions

Set up real-time Slack, Gm ail, or Teams notifications for new deals

Use AI to draft responses, create reports, or manage customer queries

Why Choose Me?

Proven expertise in workflow automation and CRM systems

Custom solutions designed for your exact business model

Clean, documented workflows so you stay in control

Dedicated support for scaling and long-term success

By implementing the right automation strategy, you can:
✔ Save time on repetitive tasks
✔ Improve lead management and customer experience
✔ Reduce errors with seamless data flow
✔ Focus on growth instead of admin work

Ready to automate your business? Let’s discuss your needs, and I’ll design a smart, scalable, and reliable automation workflow that transforms the way you work.