
Grace D
crm
Skills

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Work experience
Senior CRM Automation & Systems Architect
Real Vision
Jul 2023 - Jul 2025 • 2 yrs
Pipedrive Specialist & Lead Management: As a dedicated Pipedrive Specialist, I engineered high-velocity Pipedrive Automation systems using Typeform Integration and Jotform to capture leads directly into the Sales Pipeline, optimizing the entire Marketing Funnel. Zapier Expert & Multi-step Zap Architecture: Serving as a Zapier Expert, I designed complex Multi-step Zaps for Data Synchronization across HubSpot, Slack Integration, and Google Sheets, ensuring seamless App Integration for global clients. CRM Automation & HubSpot Integration: Acted as a CRM Automation Specialist to link Facebook Lead Ads with HubSpot and ActiveCampaign, utilizing Custom Webhooks and API Connector technology to maintain 100% data integrity. Google Sheets Workflow & Slack Integration: Developed advanced Google Sheets Workflow logs for automated Lead Management, triggering instant Slack Integration alerts and Mailchimp Automation sequences to maximize Workflow Optimization. Automated Onboarding & Custom Webhooks: Mastered the use of Custom Webhooks and API Connector tools to build Automated Onboarding ecosystems that synchronize Pipedrive, Mailchimp, and Slack via high-level Zapier Automation. Strategic Metadata & Sales Pipeline Optimization: Implemented Strategic Metadata Terms across all App Integration projects to track conversion metrics, ensuring every Business Automation project was tuned for maximum Workflow Optimization. B2B Lead Management Systems: Integrated Jotform and Typeform with ActiveCampaign and HubSpot to create self-sustaining Lead Management loops, utilizing Multi-step Zap logic to eliminate manual data entry.