l
leonard_mk

Leonard S

@leonard_mk

Project Management CRM Pro Zoho, Notion, Coda Expert

Nigeria
Inglés
Parte de la información aparece en idioma inglés.
Sobre mí
Hi, I’m Leonard S, an AI Automation & CRM Specialist helping businesses connect their tools, automate repetitive work, and manage customer data more efficiently. I specialize in CRM migration, CRM integrations, workflow automation, AI-powered systems, and lead management using platforms like HubSpot, Zoho CRM, Pipedrive, Monday, ClickUp, Airtable, n8n, Make.com, and Twilio. My focus is simple: reduce manual work, keep your data organized, and build reliable systems that save time. Have a workflow or CRM problem? Send me a message and let’s find the right solution for your business.... Lee más

Habilidades

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leonard_mk
Leonard S
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Revisa mis servicios

Soporte de plataforma de correo electrónico
I will integrate zoho CRM with google ads typeform wix justcall stripe, n8n automation
DeUSD 10 / proyectoMás información
Soporte de plataforma de correo electrónico
I will integrate klaviyo hubspot with facebook lead ads notion calendly using n8n make
DeUSD 10 / proyectoMás información

Experiencia laboral

Consultants

CRM Data Migration & Integration Specialist

Consultants • Freelance

Jan 2022 - Jan 2022 • 0 mos

Managed and executed CRM data migration projects for businesses moving between HubSpot, Zoho CRM, Pipedrive, Monday.com, ClickUp, and Airtable. Helped clients transfer contacts, companies, deals, pipelines, tasks, notes, activities, custom fields, and other important business data while maintaining data accuracy and organization. My work includes reviewing existing CRM structures, mapping fields between platforms, cleaning and standardizing data, removing duplicates, transforming spreadsheets and exported CRM data, and importing records into the destination system. I also configure pipelines, custom fields, tags, stages, views, relationships, and other CRM components to ensure the new system matches the client's workflow. I work carefully with sensitive business data and use structured migration processes that include data backup, field mapping, validation, testing, and post-migration quality checks. I troubleshoot import errors, missing fields, duplicate records, formatting issues, and mismatched data types to ensure a smooth transition with minimal disruption to business operations. I have experience working with both simple migrations and more complex multi-platform projects where data needs to be transformed before being imported into the new CRM. I also assist with CRM cleanup, workflow organization, basic automation setup, and documentation so clients can confidently manage their new system after migration. Skills: CRM Data Migration, HubSpot, Zoho CRM, Pipedrive, Monday.com, ClickUp, Airtable, Data Cleaning, Data Import & Export, Data Mapping, CRM Setup, CRM Cleanup, Spreadsheet Management, Workflow Automation, Database Management, Lead Management, Contact Management, Pipeline Management, Data Validation, Duplicate Removal, CRM Integration