
Henry Newman
Helping Businesses Build Smarter CRM Systems And Automated Workflows
Skills

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Werkervaring
CRM & Business Automation Specialist
Aflac • Freelance
May 2022 - Oct 2025 • 3 yrs 5 mos
Design, configure, and optimize CRM systems and business automation solutions for service-based businesses, agencies, and growing organizations. I Specialize in CRM implementation, workflow automation, lead management, email integration, API connectivity, document automation, and business process optimization using industry-leading platforms. My Key Responsibilities Includes: 1 CRM implementation and configuration 2 Workflow automation design 3 Zapier, Make, and n8n integrations 4 GoHighLevel CRM optimization 5 Pipedrive and HubSpot setup 6 HoneyBook and Dubsado configuration 7 AgencyBloc and Applied Epic setup 8 Outlook and Gmail integration 9 Twilio SMS automation 10 PandaDoc and DocuSign integration 11 API and Webhook configuration 12 Lead pipeline optimization 13 Client onboarding automation 14 Data migration and synchronization 15 Workflow troubleshooting and optimization