Automation
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About this service
Summary
Technical Prowess:
I automate and integrate CRM projects, streamlining workflows across platforms like Monday.com, ClickUp, and Zoho with Zapier and Integromat/Make.com. My 50+ integrations speak to my technical expertise and ability to solve complex workflow challenges.
What's included
Automated CRM Project Integration with Workflow Management System
I'm a workflow automation expert with extensive experience integrating CRM platforms like Monday.com, ClickUp, Zoho CRM, Pipedrive, and Asana using Zapier and Integromat/Make.com. I've successfully completed over 50 integrations, helping businesses eliminate manual tasks, improve data accuracy, and streamline project management. For example, I automated lead routing for a real estate agency, saving them over 20 hours per week in manual data entry.
Skills and tools
Customer Success Manager
Account Manager
Sales Manager
Asana
HubSpot
Jira
Salesforce
Zapier
Industries
3D Technology
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