
Hugo Bertrand
CRM Automation and Workflow Integration Expert
Skills

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Werkervaring
CRM Automation and Workflow Integration Specialist
Freelancing Career • Freelance
Apr 2026 - Present • 4 mos
I build CRM automation systems that help businesses capture leads, communicate faster and manage customers efficiently. My work covers ActiveCampaign and Klaviyo email marketing workflows, WATI and Respond.io WhatsApp chatbot integrations, HoneyBook and Dubsado client onboarding systems, plus Follow Up Boss and Lofty real estate lead automation. I handle workflow planning, triggers, pipelines, integrations, segmentation, follow ups, testing and troubleshooting. Every system is structured around the client’s process to reduce manual work, prevent missed opportunities and create a smoother customer journey.