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Yurii F.
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Yurii F.

Zoho CRM Automation, CRM Integration, CRM Specialist, Pipedrive, Make

Your CRM should help you close more deals, not create more admin work. I am a CRM specialist and automation expert. I build RevOps systems - CRM automation and CRM integration for Zoho CRM, Pipedrive, HubSpot, and Salesforce, and connect them with Make, Zapier, and n8n, so your sales, marketing, and operations work as one system. ✅ Zoho CRM development and Zoho One: Zoho CRM implementation, customization, and Zoho CRM automation are my main focus. As a Zoho CRM specialist, I design modules, layouts, custom fields, subforms, and Blueprint processes, write Deluge functions, build Canvas views, and work with the Zoho CRM API. I also build CRM integration across the full Zoho One stack: Zoho Campaigns, Zoho Sign, Zoho Forms, Zoho Books, Zoho Analytics, Zoho WorkDrive, Zoho Flow, and Zoho FSM. ✅ Pipedrive CRM automation: Pipedrive setup, pipelines, deal stages, and custom fields. As a Pipedrive CRM specialist, I connect Pipedrive deals to billing systems like PayTraq and Zoho Books through Make, including country-specific tax logic such as Reverse VAT for mixed-tax invoices. ✅ HubSpot and Salesforce: HubSpot CRM automation setup, pipelines, and HubSpot CRM integration through API and Make. Salesforce lead scoring and Salesforce integrations, including LLM-based Fit and Persona scoring built directly into Salesforce. ✅ Lead capture, routing, and scoring: Facebook Lead Ads capture, website forms, lead claim automation, time-based owner notifications, and Google Ads offline conversions that send real deal value back to your ads. ✅ AI-powered automation and agents: Make automation, Zapier integration, n8n, OpenAI, and Claude/MCP integration for call and conversation analysis, automated SMS follow-up (Twilio, Quo, RingCentral), and AI agents that handle price quotes, meeting booking, and CRM updates end-to-end. Built one of the first CRM AI agents in the Estonian solar energy market. ✅ Phone and SMS automation: Twilio, RingCentral, and Quo (OpenPhone) CRM integration for call and SMS logging, including A2P 10DLC registration. Field service apps like Workiz connected to SMS follow-up. ✅ Omnichannel inbox and customer support: Front setup as one shared inbox for calls, SMS, email, and website chat. Location-based inboxes, tag routing, Round Robin assignment by role, and CS ticketing, connected with RingCentral and Airtable. ✅ As a CRM specialist, I also use Asana and Trello to plan tasks, track progress, and keep clients updated during every project. ✅ Email marketing and nurture: Zoho Campaigns, ActiveCampaign, Klaviyo, and GoHighLevel. Tags, segments, re-engagement flows, goal- and date-based branching, webinar funnels, and email domain setup (SPF, DKIM, DMARC) for better deliverability. ✅ Document and invoicing automation: Zoho Sign, Zoho Forms, and Deluge webhook functions that route signed documents to WorkDrive, plus CRM integration with invoicing tools like PayTraq, Zoho Books, Zoho Inventory, and FSM payment links. ✅ Data, reports, and custom CRM integration: Airtable, Google Sheets, Google Apps Script, Apify, Manychat, Zoho Analytics, and Power BI, all connected through REST APIs, webhooks, and Make, Zapier, or n8n scenarios. Make Certified. Industries I've worked with as a CRM specialist: Solar Energy, Fire & Security, Field/Trade Services, Cleaning & Facility Management, Professional Services, E-commerce, Education Technology, B2B Recruitment. Results: - Fire & security company: CRM automation for lead claim + 24h owner notification cut lead response time from 2-3 days to 1-2 hours. - Trade services company (UK): Zoho Sign + Zoho Forms CRM integration removed 10-15 hours a week of manual document handling. - Solar energy company (Estonia): CRM automation with one of the first AI agents in the region's solar industry, handling price quotes, meeting booking, and CRM updates without human input. Why work with me: I am a CRM and RevOps specialist who builds systems that actually run your business, not just store data. Every CRM automation I deliver is meant to save time and cut errors, not add new manual steps. If you need a reliable CRM specialist, let's jump on a call and talk about your project.

🇺🇦Ternopil, Ukraine$25/hr100% JSS5.00 (16)Since Jul 2023
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Earnings and projects

MRR
$563

Last 6 months ÷ 6

World#72,991 / 412k
🇺🇦Country#2,919 / 14.3k
Revenue, last 30 days
$628

Last 6 months: $3.4k

World#57,002 / 412k
🇺🇦Country#2,202 / 14.3k
Total earnings
$8.4k

Billed in all: $8.8k

World#211,188 / 412k
🇺🇦Country#9,133 / 14.3k
Per project
$418

$225 in the last 6 months

World#199,699 / 412k
🇺🇦Country#8,302 / 14.3k
Projects, last 6 months
15

Across 16 contracts

25% fixed75% hourly
World#9,888 / 412k
🇺🇦Country#484 / 14.3k
Projects in all
20

Across 22 contracts

41% fixed59% hourly
World#133,449 / 412k
🇺🇦Country#5,655 / 14.3k

Earnings, last 30 days

$8.8k+$628 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$8.0k$8.5k$9.0kOct 9Oct 24Nov 8

Skill rankings: Top 20% in System Automation

Ranked by MRR among everyone on Upwork with the skill.

  1. #173Pipedrive744 freelancers · 🇺🇦 #18Top 23%
  2. #226ActiveCampaign1,108 freelancers · 🇺🇦 #27Top 20%
  3. #238System Automation1,197 freelancers · 🇺🇦 #12Top 20%
  4. #617AI Automation2,024 freelancers · 🇺🇦 #25Top 30%
  5. #621Airtable2,685 freelancers · 🇺🇦 #27Top 23%
  6. #682CRM Development2,819 freelancers · 🇺🇦 #23Top 24%
  7. #714Zoho CRM2,793 freelancers · 🇺🇦 #7Top 26%
  8. #892Business Process Automation3,508 freelancers · 🇺🇦 #31Top 25%