Jatin Agrahari
Zoho CRM & Lead Automation Specialist
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Designed and configured a production-style Zoho CRM lead management system focused on improving lead organization, follow-up consistency, and sales pipeline visibility for a real estate workflow.
The system included:
• Lead capture workflows
• Automated follow-up sequences
• Lead scoring logic
• Sales pipeline management
• Task automation
• Dashboard & reporting setup
• Workflow automation rules
• Lead-to-deal process structure
Built to reduce manual work, improve response handling, and create a more scalable lead management process.
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Built an Airtable-based lead reactivation and follow-up system designed to help businesses organize dormant leads, automate outreach workflows, and improve follow-up visibility.
The system included:
• Lead tracking database
• Follow-up workflow management
• Lead status organization
• Automated follow-up logic
• Activity tracking
• Lead categorization
• Task management workflows
• Dashboard-style operational visibility
Designed to reduce manual tracking, improve lead organization, and create a more structured follow-up process for inactive leads.
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Built an automated CRM pipeline system in HubSpot designed to organize leads, automate pipeline workflows, and improve deal tracking visibility.
The system included:
• Lead capture workflows
• Contact management structure
• Sales pipeline organization
• Automated lead tracking
• Deal stage management
• CRM workflow automation
• Pipeline visibility setup
• Follow-up process structure
Designed to help businesses manage leads more efficiently, reduce manual tracking, and improve sales pipeline organization.
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Designed and structured an automated lead reactivation workflow using n8n to identify inactive leads, trigger follow-up sequences, and improve re-engagement processes automatically.
The workflow included:
• Lead inactivity detection
• Automated follow-up email logic
• Wait & retry automation
• Conditional workflow routing
• Status update automation
• Re-engagement workflow structure
• Follow-up sequence management
• Lead response handling logic
Built to reduce manual follow-ups, improve response consistency, and create a more scalable lead reactivation process.
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