Tracy

CRM Automation & Integration Specialist

Upwork • Freelance

Oct 2026 - Present • 0 mos

I specialize in helping businesses streamline their CRM and sales processes through automation, integrations, and workflow optimization. I work with HubSpot and other popular CRM platforms to create organized, efficient systems that reduce manual work and improve business operations. My responsibilities include setting up CRM accounts, building sales pipelines, creating automated workflows, managing contacts and deals, configuring custom properties, connecting third-party applications, and troubleshooting CRM processes. I also create integrations between HubSpot, Monday.com, Zoho CRM, Pipedrive, GoHighLevel, Make, Zapier, and other business tools. These solutions help businesses automate lead management, data synchronization, notifications, task creation, follow-ups, and customer workflows. Key achievements include: • CRM setup and customization • Automated sales and marketing workflows • CRM-to-CRM integrations • Lead capture and routing automation • Data synchronization between platforms • Sales pipeline optimization • Workflow troubleshooting and improvement • Reduction of repetitive manual processes • CRM data organization and cleanup • Business przohoocess automation I focus on creating practical, scalable CRM systems that are easy for businesses to manage and use.

HubSpot Implementation & Sales Automation Specialist

JD Graphics • Parttime

Oct 2026 - Present • 0 mos

I help businesses implement and optimize HubSpot CRM solutions designed around their sales, marketing, and customer management processes. My work focuses on turning manual business processes into organized and automated CRM workflows. I configure HubSpot pipelines, deal stages, properties, contact records, lead management processes, task automation, notifications, forms, and workflows. I also help businesses organize their CRM data and create processes that make it easier for sales teams to track leads, manage opportunities, and follow up with customers. In addition to HubSpot implementation, I build integrations between HubSpot and other business platforms, including Monday.com, Zoho CRM, Pipedrive, GoHighLevel, Make, and Zapier. Key responsibilities include: • HubSpot CRM implementation and configuration • Sales pipeline setup and optimization • Workflow and process automation • Lead management and lead routing • Contact and deal organization • CRM integrations and data synchronization • Automated follow-ups and notifications • CRM data cleanup and migration support • Troubleshooting and workflow optimization • Sales process automation I focus on creating reliable CRM systems that improve productivity, reduce repetitive tasks, and help businesses manage their sales operations more efficiently.

CRM Automation Consultant

VHonk Digital Media • Fulltime

Oct 2026 - Present • 0 mos

I work with businesses to design, implement, and improve CRM systems that simplify sales, marketing, and customer management processes. My focus is on CRM automation, system integration, workflow development, and business process optimization. I create automated workflows that help businesses manage leads, contacts, deals, follow-ups, notifications, tasks, and customer communication more efficiently. I also connect multiple business applications to ensure information flows accurately between platforms. My experience includes HubSpot CRM, Monday.com, Zoho CRM, Pipedrive, GoHighLevel, Make, and Zapier. I build customized automation solutions based on each business's workflow and operational requirements. Key responsibilities include: • CRM automation strategy and implementation • HubSpot CRM configuration and optimization • Sales pipeline automation • Lead management and follow-up workflows • CRM-to-CRM integrations • Make and Zapier automation • Data synchronization and process automation • Contact and deal management • Workflow troubleshooting and optimization • CRM system organization and improvement I help businesses reduce repetitive administrative work, improve data accuracy, automate routine processes, and create more efficient CRM operations.