Tba M

Buildertrend CRM & Integration Specialist

Business • Freelance

Oct 2022 - Present • 3 yrs 10 mos

Managed Buildertrend CRM automation and integration projects for construction and contracting businesses. My work focused on organizing customer records, leads, opportunities, projects, and sales pipelines so teams could manage the customer journey from initial inquiry through project handoff. I configured Buildertrend workflows, reviewed field structures, standardized records, and mapped information between construction management and connected business applications. A major part of my work involved Buildertrend and QuickBooks integration. I reviewed customer and project fields, mapped information between systems, configured appropriate automation steps, and tested synchronization to identify missing or duplicated records. I also used Zapier where suitable to automate repetitive administrative tasks and connect Buildertrend with external CRM or business applications. For data migration projects, I reviewed source records before transfer, cleaned inconsistent information, identified duplicate entries, and organized fields according to the destination CRM structure. I also helped establish pipeline stages and lead-management rules based on the client's actual sales process. Every workflow was tested with sample records before being used in normal operations. I worked with construction-focused processes involving sales, estimating, project management, customer communication, and accounting. My approach included documenting workflow logic, checking trigger conditions, validating field mappings, and reviewing error cases. This helped create automation that was easier for staff to understand and maintain. The role required practical knowledge of Buildertrend, QuickBooks, CRM automation, Zapier, data migration, workflow design, lead management, and integration troubleshooting. I also worked with HubSpot, Salesforce, and Pipedrive when construction businesses needed their lead or customer information synchronized with Buildertrend.