Prince S
Automation Workflow Specialist
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Experiência profissional
utomation & CRM Specialist
StreamlineEnergy • Freelance
Jun 2025 - Jan 2026 • 7 mos
Contracted to automate the full lead management pipeline for a real estate brokerage serving OFW buyers • Integrated Facebook Lead Ads with HubSpot CRM via Make, enabling instant contact creation and deal enrollment upon form submission • Built the WhatsApp follow-up automation that reduced lead response time from 24+ hours to under 5 minutes • Configured HubSpot deal pipeline stages, custom properties, and automated task assignments for the sales team Provided VA services to the agency's small business clients while building automation support using Zapier • Implemented the appointment reminder system (Calendly + Twilio) for a dermatology clinic client, directly contributing to measurable drop in no-show appointments • Assisted in onboarding 6 new agency clients by setting up Notion workspaces, email sequences, and CRM pipelines • Documented all active Zaps and Make scenarios into a shared team Notion wiki for easy handoff and maintenance
Lead Capture & CRM Auto-Enrollment Pipeline
novAgents • Freelance
Feb 2024 - Feb 2025 • 1 yr
Built an end-to-end lead pipeline that captures form submissions from website and automatically creates contacts, assigns deal stages, and sends personalized welcome emails in HubSpot • Integrated Typeform with HubSpot and Slack to notify the sales team in real time whenever a new lead is captured • Reduced manual data entry time by an estimated 6+ hours per week for the client