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moses21211

Henry

@moses21211

CRM and Workflow Automation Expert Zapier HighLevel JobTread

Nigéria
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
CRM & business systems integration specialist — I connect HubSpot, GoHighLevel, Zoho CRM, JobTread, QuickBooks, and Xero into one automated workflow using Zapier. 3+ years, 20+ completed projects building lead pipelines, payroll syncs (JobTread–Gusto–QuickBooks), and CRM to accounting connections for service and construction businesses. Automations include Slack alerts, Stripe Xero invoicing, CompanyCam and NiceJob syncing, and Google Ads/Houzz lead capture — eliminating manual data entry so every tool stays in sync. Each integration is tested end-to-end before handoff.... Saiba mais

Habilidades

m
moses21211
Henry
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Contabilidade
I will setup quickbooks zapier online accounting companycam slack stripe pipeline xero
A partir deUS$ 15 /projetoMais detalhes
Gerenciamento de marketing em mecanismos de busca
I will jobtread highlevel qxo zapier nicejob google ads houzz lead chatgpt stripe xero
A partir deUS$ 10 /projetoMais detalhes

Experiência profissional

Self_Employed

Self Employed

Freelance • 6 yrs 11 mos

AI-Assisted Workflow Automation Specialist

Mar 2025 - Present • 1 yr 6 mos

Built automated pipelines linking Stripe and Xero with CRM and lead-generation tools to keep invoicing and customer data in sync, and incorporated ChatGPT-assisted workflows into parts of the process to help speed up client communication, draft responses, and support faster turnaround on routine requests. The aim was combining reliable automation with lightweight AI assistance so client-facing communication and back-office finance stayed connected rather than siloed.

Home Services CRM & Lead Automation Specialist

Jun 2024 - Present • 2 yrs 3 mos

Set up integrations between JobTread, GoHighLevel, and QXO with lead-generation and reputation tools including NiceJob, Houzz Lead, and Google Ads, using Zapier to automate the full lead lifecycle. New leads were automatically routed into the CRM, tagged by source, and followed up on without manual intervention, helping home-service businesses respond faster and avoid leads falling through the cracks between marketing platforms and their sales pipeline.

Payroll & Accounting Integration Specialist

Jul 2023 - Present • 3 yrs 2 mos

Connected payroll platforms, primarily Gusto, along with job-management tools like JobTread and Jobber, directly into QuickBooks to automate the flow of payroll and labor-cost data into client accounting systems. This work focused on removing double data entry between field operations and bookkeeping, cutting down reconciliation errors, and giving business owners a clearer, more current picture of labor costs without waiting on manual updates from their bookkeeper.