j
jonathan_pip

JONATHANPIP

@jonathan_pip

CRM Automation Specialist for Industry Specific Business Workflows

Nigeria
Inglés, Español, Francés, Alemán
Parte de la información aparece en idioma inglés.
Sobre mí
Hi Valued buyers, I’m Jonathan, a CRM and automation specialist helping businesses build dependable systems for lead capture, follow up, marketing, sales, and customer management. I work across insurance, mortgage & lending, events, webinars, social media, and advertising connecting the tools teams already use so information moves correctly and tasks happen on time. I focus on clean CRM setup, integrations, workflows, forms, email automation, data organization, testing, and handover. If your systems feel disconnected, I can help turn them into one workable process. ... Lee más

Habilidades

j
jonathan_pip
JONATHANPIP
desconectado • 
Tiempo medio de respuesta: 1 hora

Revisa mis servicios

Gestión de CRM
I will integrate agencyzoom ams360 vertafore ezlynx typeform hubspot salesforce zapier
DeUSD 30 / proyectoMás información

Porfolio

Experiencia laboral

Freelance

Independent CRM & Automation Projects

Freelance • Freelance

Jul 2026 - Present • 2 mos

Worked on CRM and workflow automation projects for insurance-focused business processes, concentrating on lead capture, CRM data organization, field mapping, pipeline management and automated follow-up. Built and tested workflows connecting lead forms, CRM platforms and automation tools. Configured lead routing, contact creation, opportunity stages, notifications and follow-up actions while checking data accuracy across connected systems. The work required understanding how insurance teams manage prospects from initial inquiry through quote and follow-up, then translating those processes into practical CRM workflows. Tools and platforms included insurance CRM environments, Salesforce, HubSpot, Typeform and Zapier, along with industry-specific systems where required.

Freelancer

Independent CRM & Automation Projects

Freelancer • Freelance

Jun 2026 - Present • 3 mos

Worked on mortgage and lending workflow projects focused on improving the movement of prospect information between lead sources, CRM systems, lending platforms and marketing tools. Configured lead intake, CRM field mapping, status updates, notifications and automated follow-up processes. Tested different lead scenarios to identify duplicate records, incorrect mappings and workflow failures before finalizing each setup. The projects required careful handling of mortgage pipeline stages, application information and follow-up requirements while keeping the workflow practical for the team using it. Experience included Salesforce, Encompass, Floify, Mailchimp, Typeform, Zapier, Velocify and SimpleNexus environments.