Geneses
CRM Automation and Specialist: Zapier, Make, GoHighLevel and CRM Integrations
Compétences
Voir mes services


Expérience professionnelle
CRM & Workflow Automation Specialist
BrightPath Consulting LLC • Freelance
Dec 2025 - Present • 9 mos
Designed and implemented connected CRM and workflow systems for service-based businesses using HubSpot, Housecall Pro, and Zapier. Built automated lead-capture workflows, customer data synchronization, appointment processes, follow-up sequences, and internal notifications. Connected business applications to reduce repetitive administrative tasks and create smoother movement of information between sales, customer service, scheduling, and operations. Worked with clients to map existing processes, identify manual bottlenecks, define automation triggers and actions, test workflows, and document completed systems for easier management.
Marketing & Operations Automation Consultant
Elevate Black Health • Freelance
Nov 2025 - Sep 2026 • 10 mos
Developed integrated automation workflows designed to connect marketing activities with sales and operational processes. Implemented workflows involving Mailchimp, HubSpot, Calendly, Stripe, and Zapier to help businesses organize lead information, automate follow-up actions, coordinate appointments, and trigger relevant customer communications. Collaborated with business owners to understand their customer journey and translate manual processes into structured automated workflows. Also reviewed existing integrations, identified workflow gaps, tested automation sequences, and provided practical recommendations for improving the overall flow of business information.
SaaS Integration & Business Automation Specialist
Connect My Marketing • Freelance
Apr 2026 - Sep 2026 • 5 mos
Built and organized cross-platform automation ecosystems for service businesses and growing companies using tools such as Housecall Pro, HubSpot, Xero, Mailchimp, Stripe, Calendly, and Zapier. Created workflows covering customer management, service scheduling, payment events, accounting-related data movement, email communication, lead management, and internal notifications. Focused on understanding each client's existing software environment before designing the integration structure. Managed workflow configuration, data mapping, testing, troubleshooting, and documentation to help ensure that connected systems followed the intended business process and were easier for teams to maintain.