
Henry
HubSpot CRM and Automation for Sales Support and Booking
Skills

See my services


Work experience
Self Employed
Freelance • 7 yrs 2 mos
CRM Integration & Workflow Automation Specialist
Jun 2025 - Present • 1 yr 3 mos
Build connected CRM workflows across HubSpot, GoHighLevel, Pipedrive, Freshsales, Keap, Copper, Salesforce, Dynamics, Zoho, WhatsApp, Calendly, Intercom, Zendesk, Slack, and Gmail. My work covers CRM integrations, workflow triggers, lead management, appointment processes, customer conversations, data mapping, record cleanup, deduplication, notifications, and reporting workflows. I focus on connecting the tools businesses already use so customer, lead, appointment, ticket, and CRM information can move between the appropriate systems. I also organize workflow logic, CRM fields, automation triggers, team alerts, and data processes according to the required business workflow.
CRM Migration & Data Mapping Specialist
Mar 2024 - Present • 2 yrs 6 mos
Work with HubSpot, Salesforce, Microsoft Dynamics, Zoho CRM, Pipedrive, and spreadsheet data for CRM migration and data organization. I handle data mapping, field matching, contact and company records, pipeline information, import preparation, duplicate review, data cleanup, and migration planning. The process focuses on identifying existing CRM data, matching source fields with destination properties, preparing records for transfer, reviewing data quality, and organizing information for the receiving CRM. I also work with CRM properties, lifecycle information, deal records, contact records, company data, pipeline fields, and spreadsheet-based source data.
CRM Data Cleanup & Deduplication Specialist
Apr 2023 - Present • 3 yrs 5 mos
Work with Pipedrive, Freshsales, Keap, Copper, HubSpot, and spreadsheets to organize CRM data and improve record quality. Services include duplicate detection, contact cleanup, field mapping, spreadsheet preparation, record matching, data standardization, property review, pipeline organization, and reporting preparation. I help identify duplicate contacts and companies, review inconsistent fields, organize spreadsheet data for CRM import, map information to the correct CRM properties, and prepare cleaner records for reporting and automation. Workflows are structured around the client's existing CRM fields, pipelines, contact records, company records, and reporting requirements