
Samuel O
Automate CRM Workflows Boost Efficiency by 70 percent
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CRM & Automation Specialist
Fiverr • Freelance
Aug 2024 - Present • 1 yr 9 mos
Design and implement advanced workflow automation systems using Zapier, Make, and API integrations across CRM, marketing, and support platforms. Specialized in connecting tools like Salesforce, HubSpot, Zoho CRM, Zendesk, Shopify, Slack, and ActiveCampaign to create seamless, scalable systems. Built multi-step automation workflows with conditional logic (Paths), real-time data syncing, and event-based triggers to eliminate manual processes and improve operational efficiency. Delivered systems that reduced manual workload by up to 70%, improved response times by 40%, and enabled real-time lead routing and campaign tracking. Developed automation solutions for lead generation, email marketing, booking systems, and invoicing workflows, integrating platforms such as Typeform, Airtable, Gmail, Google Calendar, Xero, and Zoho Marketing Automation. All systems are delivered with structured documentation, clean architecture, and scalability for long-term growth.