
PETER CRM
Automation Specialist for CRM Proposals Forms and AI Workflows
Habilidades

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Porfolio
Experiencia laboral
Fiverr
Freelance • 1 yr 9 mos
Automation & Integration Specialist
Jan 2026 - Present • 6 mos
Design and implement business automation solutions that connect CRM, scheduling, proposal, payment, document signing, communication, and AI platforms into practical workflows. Build integrations using n8n to connect tools such as Unbounce, Iterable, Zoom, Qwilr, SignEasy, Stripe, Monday.com, Intercom, Marketo, YouCanBookMe, Better Proposals, Zoho Sign, Basecamp, Jotform, ConvertKit, Google Meet, QuoteWerks, Adobe Sign, QuickBooks, ClickUp, LinkedIn, Brevo, Chili Piper, Proposify, Concord, GoCardless, Notion, Make, and Claude AI. Configure triggers, actions, conditional logic, field mapping, data synchronization, webhook connections, and API-based workflows to reduce repetitive manual work. Support lead capture, meeting scheduling, proposal generation, contract signing, payment collection, customer communication, project coordination, and marketing automation. Review workflow requirements, organize automation processes, test integrations thoroughly, monitor workflow performance, troubleshoot connection issues, and maintain documentation so automation remains organized and reliable as business processes evolve.
Workflow Automation Consultant
Apr 2025 - Present • 1 yr 3 mos
Work with businesses to organize connected workflows across marketing, sales, customer onboarding, documentation, and internal operations using automation platforms and cloud applications. Configure Make and n8n workflows that connect Unbounce, Intercom, Marketo, ConvertKit, Brevo, LinkedIn, Zoom, Google Meet, YouCanBookMe, Chili Piper, Monday.com, ClickUp, Basecamp, Notion, Stripe, GoCardless, QuickBooks, Qwilr, Better Proposals, Proposify, Concord, Adobe Sign, Zoho Sign, SignEasy, Jotform, QuoteWerks, and Claude AI. Map business processes, create automated data routing, maintain records between connected systems, organize document approval flows, automate proposal and payment sequences, and support communication between customer-facing and internal platforms. Perform workflow validation, update integrations when application changes occur, document automation logic, resolve synchronization issues, and keep processes consistent through careful testing and ongoing maintenance while adapting workflows to changing operational requirements.