CRM Implementation – Automation Specialist
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Job Description
CRM specialist migrating Zapier workflows to Make and configuring Pipedrive environments. Building integrations, troubleshooting automations, and supporting marketing clients.
Responsibilities:
- Execute the daily hands-on migration of existing workflows from Zapier to Make
- Translate scoping specifications and technical requirements into fully configured Pipedrive environments, including pipelines, fields, permissions, and native integrations
- Build, test, and maintain complex, multi-step automation scenarios and webhooks using Make and Zapier
- Set up, configure, and test third-party ecosystem tools and client add-ons, including WATI, PandaDoc, form automation tools, and webhooks
- Conduct pre- and post-go-live quality assurance testing on CRM setups
- Debug broken integration flows, API webhooks, workflow failures, and data synchronisation errors independently
- Serve as the primary contact for incoming client support tickets, delegate tickets to internal team members, and provide process oversight
- Execute scheduled 7-day, 14-day, and 21-day post-go-live check-ins with clients
- Maintain critical automation deliverables and implementation continuity during team leave periods
Requirements:
- 2+ years of experience configuring Pipedrive or similar CRMs at an administrative level
- Hands-on experience building, testing, and troubleshooting multi-step workflows in both Make and Zapier
- Ability to independently follow documented standards and execute technical tasks from a written brief
- Technical experience configuring third-party integrations, including WATI or WhatsApp platforms, PandaDoc or document generation tools, form builders, and webhooks
- Ability to independently debug broken integration flows, API webhooks, field mapping errors, and data synchronisation issues
Benefits:
- Remote position
- Independent contract averaging 20 hours per week
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