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JACOB
@jonjacobs_
Automations Expert
United States
English
About me
Automation Expert helping businesses streamline workflows, save time, and scale efficiently. Skilled in building smart automations, integrating tools, and optimizing business processes for better productivity and growth. Passionate about creating systems that reduce manual work and improve results. Reliable, detail-oriented, and focused on delivering solutions that make operations smoother and more profitable.
Skills
JACOB
Offline •
Average response time: 47 hours
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Portfolio
Work experience
Automation & CRM Specialist
Independent Consultant • Freelance
Feb 2024 - Mar 2024 • 1 mo
My work includes setting up CRM pipelines, lead capture and assignment, follow-up sequences, notifications, data updates, and internal workflows. I also connect different platforms using APIs, webhooks, and automation tools to reduce repetitive manual work and keep information synchronized. I work with businesses to review their existing processes, identify areas that can be automated, build and test the workflows, and make adjustments based on how the business operates. Key responsibilities: Set up and customize CRM systems and sales pipelines. Create workflows for lead capture, assignment, follow-ups, and notifications. Connect business applications through APIs and webhooks. Automate repetitive data entry and administrative processes. Build email and customer follow-up workflows. Set up integrations between CRM, forms, spreadsheets, and other business tools. Troubleshoot existing workflows and resolve automation errors. Document workflows and provide basic process documentation.
