
Temmy M
CRM EXPERT
Skills

See my services


Work experience
No-Code Automation and API Integration Expert
Fiverr • Freelance
Nov 2024 - Present • 1 yr 11 mos
I help businesses automate complex, repetitive processes by integrating their CRM systems, web applications, and business tools into connected workflows. My focus is on no-code automation, low-code integrations, API connectivity, and workflow optimization that help businesses reduce manual tasks and improve the reliability of their operations. I work with automation platforms such as Make (Integromat), Zapier, and n8n to design workflows that transfer information between applications, trigger actions based on specific events, and keep business processes organized. Depending on system requirements, I use API integrations, webhooks, conditional logic, filters, data transformation, and error-handling techniques to build workflows that are easier to maintain and troubleshoot. Typical solutions include CRM-to-website integrations, automated lead routing, form-to-CRM connections, customer onboarding workflows, sales notifications, appointment automation, email marketing integrations, spreadsheet synchronization, and automated task creation. I can also help connect compatible applications that do not have a direct native integration by working with their available APIs and webhook capabilities. For CRM-related projects, I focus on ensuring that customer records, contact details, lead sources, deal information, and other relevant data are transferred accurately between systems. I also help identify workflow bottlenecks, troubleshoot integration failures, and improve existing automations to make them more efficient. My approach is to understand the client's existing process first, identify opportunities for automation, and then implement a solution that supports the business's operational needs.
CRM and Workflow Automation Specialist
Upwork • Freelance
May 2024 - Present • 2 yrs 5 mos
I provide freelance CRM automation and workflow integration services for businesses looking to simplify their daily operations and build more efficient digital systems. My work focuses on connecting business applications, automating repetitive processes, improving customer data management, and helping teams manage their sales and marketing activities through streamlined workflows. I assist with CRM implementation, CRM configuration, lead generation automation, sales pipeline setup, contact organization, customer onboarding workflows, automated email notifications, appointment scheduling, and follow-up automation. I also help businesses connect their CRM systems with landing pages, web forms, email platforms, calendars, spreadsheets, and other applications to create a more connected business environment. My automation toolkit includes Zapier, Make (Integromat), n8n, HubSpot, GoHighLevel, Salesforce, Zoho CRM, and Pipedrive. Depending on the project, I can configure triggers and actions, conditional paths, data mapping, filters, webhooks, and API-based connections to ensure information moves between systems accurately and efficiently. I prioritize practical automation solutions that reduce repetitive work, improve data consistency, minimize missed leads, and support better customer relationship management. I also help troubleshoot failed workflows, resolve integration issues, refine existing automations, and document processes so clients can understand and maintain their systems. My goal is to help startups, agencies, consultants, coaches, and growing businesses improve operational efficiency through reliable CRM integration and intelligent workflow automation.
CRM Integration and Automation Expert
Fiverr • Freelance
Jan 2023 - Present • 3 yrs 9 mos
I specialize in CRM integration, workflow automation, and business process optimization, helping businesses streamline their operations, improve lead management, and eliminate repetitive manual tasks. As a freelance CRM integration and automation specialist, I help businesses connect their existing tools, build efficient automated workflows, and create reliable systems that support sales, marketing, and customer relationship management. My services include CRM setup, CRM customization, CRM migration, third-party application integration, workflow automation, lead capture automation, sales pipeline automation, contact management, data synchronization, and automated follow-up systems. I work with popular CRM platforms and automation tools, including HubSpot, Salesforce, GoHighLevel, Zoho CRM, Pipedrive, Zapier, Make (Integromat), and n8n, depending on project requirements and platform compatibility. I help clients connect CRMs with websites, landing pages, email marketing platforms, forms, scheduling tools, spreadsheets, and other business applications. My approach focuses on creating organized workflows that reduce manual data entry, minimize errors, improve team productivity, and help businesses manage leads and customer information more effectively. I also assist with workflow troubleshooting, automation optimization, conditional logic, API integrations, webhook configuration, database synchronization, and automated notifications. Whether a business needs a new CRM workflow, an existing automation fixed, or multiple applications connected into one streamlined system, I focus on delivering practical, maintainable solutions tailored to its goals.