
FlowSync System
CRM Workflow Automation Data Migration Integration Specialist
Skills

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Work experience
CRM Automation & Data Workflow Integration Specialist
Angel's Hair Salon • Freelance
Aug 2024 - Present • 1 yr 10 mos
Planned, configured and optimized CRM integration, AI automation, booking automation, ecommerce workflow automation, construction CRM migration, sales CRM workflow setup, customer data migration, field mapping, pipeline customization, contact cleanup, lead capture automation, WhatsApp booking workflows, form-to-CRM automation, calendar scheduling systems, checkout recovery workflows, abandoned cart automation, SMS follow-up automation, CRM data sync, API integration, webhook setup, Zapier automation, Make.com workflows, ClickUp automation, Zoho CRM setup, Zoho workflow rules, Zoho pipeline stages, HubSpot CRM integration, Pipedrive workflow automation, Close CRM setup, Aircall CRM integration, Calendly booking workflows, Slack sales alerts, Shopify customer data workflows, Klaviyo automation flows, Gorgias helpdesk workflows, ActiveCampaign CRM automation, WhatsApp CRM integration, JobNimbus CRM migration, AccuLynx data transfer, JobTread field mapping, Buildertrend project data setup, Procore CRM data organization, roofing CRM migration, contractor CRM setup, estimate-to-project workflows, lead routing rules, deal stage automation, appointment reminders, team assignment workflows, customer segmentation, lifecycle stage setup, duplicate cleanup, custom fields, tags, properties, dashboards, reporting views, automation testing, trigger logic, filter rules, conditional paths, data formatting, lookup steps, error handling, workflow troubleshooting, integration repair, CRM onboarding, sales process automation, support process automation, ecommerce retention workflows, lead-to-appointment automation, quote request workflows, project pipeline automation, revenue operations support and scalable CRM architecture for service businesses, ecommerce brands and contractors.