
Ireemide
CRM
Habilidades

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Experiencia laboral
AUTOMATION, INTEGRATION, AND WORKFLOW SPECIALIST
Automation Solutions • Tiempo completo
Sep 2020 - Present • 5 yrs 8 mos
I help businesses streamline their customer relationship management and marketing operations by setting up CRM platforms, email automation systems, and multi-tool integrations. My work includes configuring platforms such as Mailchimp, Microsoft Dynamics 365, EngageBay, HubSpot, Brevo, Zoho CRM, Pipedrive, Airtable, Nimble, Insightly, GoHighLevel, and Nutshell CRM. I support companies in organizing their customer data, structuring sales pipelines, and implementing automation workflows that improve communication with leads and existing clients. A major part of my work focuses on building integrations using Zapier and similar automation tools to connect CRM platforms with email marketing systems, lead capture forms, and business management tools. These integrations allow businesses to automatically capture leads, update contact records, trigger follow-up emails, and synchronize data between different applications. By eliminating repetitive manual tasks, these systems help teams focus more on customer engagement and sales activities. I also assist service-based businesses with CRM setup and workflow automation using tools such as HoneyBook, Podio, Jobber, Freshsales, Close.io, and Podium. This includes configuring automated lead tracking, customer onboarding workflows, appointment notifications, and internal task management systems that support daily operations. My goal is to build practical CRM and marketing automation systems that allow businesses to manage leads more efficiently, improve communication with customers, and maintain organized data across multiple platforms. Through reliable integrations and thoughtful workflow design, I help companies transform their CRM systems into centralized hubs for sales, marketing, and client relationship management.