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daniel_florida

Daniel. M

@daniel_florida

CRM Workflow Automation Integration Specialist

Nigeria
Anglais, Français, Allemand, Espagnol, Italien
Certaines informations sont présentées en anglais.
À propos de moi
Messy CRM workflows, missed leads, manual follow-ups and scattered client data slow business growth. I build CRM automation, lead routing, backend workflow and client portal systems for real estate teams, agencies, service businesses and law firms. I work with Follow Up Boss, Lofty, kvCORE, Zillow, n8n, Make, Zapier, Airtable, HubSpot, Slack, SuiteDash, HoneyBook, Dubsado, Stripe, QuickBooks, Clio, MyCase, Lawmatics, PracticePanther and DocuSign. Share your workflow and I’ll map the cleanest system. ... Plus d’infos

Compétences

d
daniel_florida
Daniel. M
hors ligne • 
Temps de réponse moyen de 1 heure

Voir mes services

Gestion de la relation client
I will follow up boss setup lofty kvcore zillow lead routing CRM workflow system ai pro
De15 $US / projetPlus de détails
Gestion de la relation client
I will integrate claude ai n8n make zapier airtable hubspot slack backend CRM workflow
De10 $US / projetPlus de détails

Expérience professionnelle

Kwork

CRM Automation & Workflow Integration Specialist

Kwork • Freelance

Jun 2024 - Present • 2 yrs 1 mo

I design, build, and optimize CRM automation systems for businesses that need better lead management, faster follow-up, cleaner data, and more reliable workflow operations. My work focuses on helping service businesses, agencies, e-commerce brands, consultants, real estate teams, and growing startups reduce manual tasks by connecting their daily tools into one organized system. I work with HubSpot, GoHighLevel, Zoho CRM, Pipedrive, Airtable, Notion, Google Sheets, Shopify, QuickBooks, Zapier, Make.com, n8n, APIs, and webhooks to build practical automation workflows for sales, operations, customer communication, project management, and reporting. My responsibilities include CRM setup, pipeline customization, lead capture automation, contact segmentation, deal stage setup, form integration, data synchronization, workflow troubleshooting, webhook configuration, API-based connections, appointment booking automation, task creation, notification workflows, email/SMS follow-up systems, and dashboard reporting. I also improve existing automation systems by fixing broken workflows, cleaning CRM data, simplifying complicated processes, optimizing lead routing, and making sure each automation is easy to maintain. My goal is to create reliable systems that save time, reduce errors, improve response speed, and help businesses manage their leads, customers, and operations with more confidence.