
Henry
Real Estate CRM and Lead Automation Specialist
Skills

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Work experience
Self Employed
Freelance • 4 yrs 8 mos
Real Estate Marketing & Predictive CRM Automation Specialist
Oct 2025 - Present • 11 mos
I work on real estate marketing and CRM workflows that connect lead data, automated campaigns, email communication, appointment activity, and customer records. My work includes HubSpot, Make, Gmail, Outlook, IceWarp, automated campaigns, CRM workflows, and data-driven processes. I organize workflows around lead capture, contact management, campaign triggers, communication activity, pipeline movement, appointment events, and CRM updates. Where predictive analytics or lead-scoring logic is part of the actual project, I can incorporate defined data points and business rules into the workflow to help organize prospects according to the client's process. I also connect marketing and CRM systems so campaign activity and lead information can be transferred between platforms. My focus is creating structured automation that connects marketing communication with CRM and sales processes for real estate professionals.
Realtor Lead Response & Pipeline Automation Specialist
Jun 2025 - Present • 1 yr 3 mos
I build lead-response and pipeline automation systems specifically around realtor and real estate sales workflows. My work includes HubSpot, Lofty, HoneyBook, Zapier, n8n, lead pipelines, automated responses, lead routing, appointment processes, and CRM record management. I create workflows that can respond to new lead events, capture prospect information, update CRM records, assign leads to the appropriate pipeline or team member, trigger notifications, and move prospects through defined sales stages. I also connect CRM platforms with automation tools so actions in one application can trigger useful processes in another. Depending on the workflow, I can work with lead qualification, pipeline stages, appointment requests, automated communication, internal alerts, task creation, and CRM field updates. My focus is helping real estate professionals create structured lead-response systems that connect incoming prospects with the right sales workflow.
AI Triage & Multi-Channel CRM Automation Specialist
Mar 2024 - Present • 2 yrs 6 mos
I build AI-assisted triage and multi-channel workflows that help businesses organize incoming messages, lead information, and customer communication across connected platforms. My work includes Google Workspace, Zoho, HubSpot, Zapier, email systems, AI triage, and multi-channel automation. I configure workflows that can receive incoming information, apply defined rules, route information to the correct destination, update CRM records, notify team members, and trigger additional actions. I also work with email authentication and delivery-related configurations such as SPF, DKIM, and DMARC when they are part of the project requirements. My automation work can include triggers, filters, conditions, field mapping, notifications, CRM updates, routing rules, and integrations between communication and business-management platforms. The objective is to create organized workflows for handling incoming business communication and moving relevant information into the correct CRM or operational process.