
Tba M
CRM Workflow Automation Expert Salesforce, Zapier, Airtable Lead Systems
Compétences

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Portfolio
Expérience professionnelle
Zapier Workflow & Integration Engineer
Automation Solutions • Freelance
Sep 2022 - Present • 3 yrs 8 mos
I specialize in creating automation workflows using Zapier to connect multiple business tools. Many organizations use several platforms that do not integrate directly, leading to inefficiencies and manual work. My role is to build systems that connect these tools seamlessly. I have implemented workflows that connect Typeform, Mailchimp, Slack, and CRM platforms, ensuring real-time data transfer and automated actions. These workflows handle tasks such as lead capture, email marketing automation, and team notifications. Additionally, I design systems that integrate accounting tools like QuickBooks and Xero with CRM platforms, ensuring accurate financial tracking. I also implement error handling mechanisms to maintain system reliability. My work helps businesses streamline operations, reduce errors, and improve efficiency. By automating workflows, I enable clients to focus on growth and strategy.
Airtable, Notion & Google Sheets Automation Specialist
DATA • Freelance
Jun 2022 - Present • 3 yrs 11 mos
I specialize in building structured data systems using Airtable, Notion, and Google Sheets integrated with automation tools. Many businesses struggle with managing data across multiple platforms. My role is to create centralized systems that improve organization and efficiency. I have developed Airtable databases and Notion workspaces that track leads, projects, and workflows. These systems are integrated with Zapier to automate data updates and notifications. Additionally, I design dashboards in Google Sheets to provide insights into performance metrics. I also connect these tools with CRM platforms and communication tools like Slack. My work helps businesses improve data management, streamline processes, and make informed decisions. By automating data workflows, I enable clients to operate more efficiently.
Salesforce & Lead Automation Specialist
Automation Solutions • Freelance
May 2022 - Present • 4 yrs
I specialize in building automation systems that connect Salesforce with lead generation platforms such as Facebook Lead Ads and Typeform. Many businesses generate leads but fail to manage them efficiently due to lack of integration and automation. My role is to design systems that ensure every lead is captured, processed, and followed up automatically. I have implemented workflows that automatically send lead data from Facebook Ads into Salesforce, where contacts are created and assigned to pipelines. I also configure automated follow-ups using email and messaging tools to ensure timely engagement. Additionally, I integrate Salesforce with tools like Slack and Google Sheets for notifications and reporting. This ensures that teams are updated in real time and can act quickly on new opportunities. My work helps businesses improve lead response time, increase conversions, and maintain organized CRM systems. By automating lead management processes, I enable clients to scale their sales operations efficiently.