
Adriana J
crm automation
Skills

See my services


Work experience
VoIP & CRM Integration Expert
Fiverr • Freelance
Jul 2023 - Present • 3 yrs 1 mo
As a VoIP & CRM Integration Expert, I connect business phone systems like Nextiva with leading CRM platforms including HubSpot, Salesforce, NetSuite, SugarCRM, and Bitrix24 using Zapier and custom API integrations. My specialty is building click-to-call functionality, automated call logging, and screen pop configurations that give sales and support reps instant access to customer history the moment a call connects. This eliminates blind cold calls and helps teams deliver more personalized, informed customer interactions. My services include CRM-to-VoIP integration, SMS automation, voicemail-to-CRM syncing, missed call alert setup, call recording synchronization, and custom reporting automation. I work with businesses across industries including real estate, financial services, and B2B sales teams who need their phone system and CRM working together seamlessly rather than as disconnected tools. I also assist clients in evaluating whether Zapier or n8n is the better fit for their call volume and workflow complexity, helping them avoid unnecessary subscription costs. Every integration includes thorough testing for call quality and data accuracy, complete documentation for internal teams, and a post-delivery support window. My focus is always on reducing manual work for sales reps while improving response times and overall customer experience through smart automation.
n8n & API Integration Specialist
Upwork • Part-time
Mar 2023 - Present • 3 yrs 5 mos
As an n8n and API Integration Specialist on Upwork, I connect business-critical platforms including HubSpot, Zoho CRM, Zendesk, Freshsales, and Insightly to streamline sales and support operations. My core expertise is building custom automation workflows using n8n, both self-hosted and cloud-based, to reduce reliance on expensive subscription tools while maintaining full data control for clients. I design multi-step workflows that automate lead-to-ticket conversion, contact syncing, deal pipeline updates, and cross-platform notifications. My services cover CRM-to-helpdesk integration, webhook setup, custom API development, data migration between systems, duplicate contact merging, and real-time reporting automation. I work closely with clients to understand their exact sales and support processes before building automation tailored to their specific naming conventions, pipeline stages, and notification preferences. Many of my clients are growing businesses juggling multiple disconnected tools who need a reliable, scalable automation solution without constant manual oversight. I also integrate these platforms with Microsoft Teams and Slack for centralized team alerts, ensuring nothing falls through the cracks. Every integration I deliver includes comprehensive documentation, error-handling safeguards, and a support window to address any post-launch issues. My goal is always to make complex, disconnected systems work together effortlessly and efficiently for long-term business growth.
CRM Integration & Automation Expert
Fiverr • Freelance
Apr 2022 - Present • 4 yrs 4 mos
As a CRM Integration & Automation Expert on Fiverr, I help businesses connect and automate their sales and support systems including Salesforce, HubSpot, Zoho CRM, and Close CRM with Slack for real-time team collaboration. My work focuses on eliminating manual data entry, reducing lead response time, and ensuring seamless data flow across platforms. I specialize in building custom workflows using Zapier, Make, and native APIs to automate lead assignment, deal notifications, ticket alerts, and pipeline updates. Clients come to me when their CRM and communication tools operate in silos, causing missed follow-ups and disconnected customer data. I conduct a full audit of existing systems, map out data flow requirements, and implement automation that syncs contacts, deals, and support tickets instantly. My services include webhook configuration, API integration, duplicate detection, data cleansing, custom field mapping, and reporting dashboard setup. I've completed integrations for e-commerce brands, SaaS startups, real estate agencies, and marketing agencies looking to streamline their CRM-to-Slack workflow. Every project includes thorough testing, documentation, and post-delivery support to ensure long-term reliability. I stay updated on API changes across Salesforce, HubSpot, Zoho, and Close to prevent workflow disruptions and maintain consistent automation performance for every client I work with.