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Business Workflow Automation Integration Specialist

UpworkAUNot specifiedexpert
ZapierAutomationSalesforce CRMCustomer Relationship ManagementLead Generation
**Role Title** Automation & Integrations Specialist **Location** Remote (Global) Fluent English required **Overview** We are looking for a highly capable Automation & Integrations Specialist to design, build, and maintain workflow automations for our clients. The role focuses on connecting business systems, removing manual work, and ensuring automations run reliably over time. You will work with service businesses such as property managers, mortgage brokers, real estate agencies, buyers agents, and recruitment firms. Your work will directly reduce admin workload, prevent missed leads, and improve how these businesses operate. This is a hands on builder role responsible for both implementation and ongoing maintenance. --- **Responsibilities** Build and implement automation systems for client businesses including: • Lead capture and routing workflows • AI voice reception and call handling systems • CRM integrations and data syncing • Automated follow ups via SMS, email, and task creation • Appointment booking workflows • Quote and invoice automation • Document and data extraction workflows • Notification systems and operational alerts • Client onboarding automations Maintain and support existing automation systems: • Monitor workflows and identify failures • Troubleshoot API and integration issues • Repair broken automations quickly • Update systems when client tools change • Perform monthly maintenance checks across client systems • Improve automation performance and reliability Client workflow understanding: • Review client processes and identify automation opportunities • Translate operational problems into workflow solutions • Document automation architecture and workflows • Communicate clearly with the internal team on builds and fixes --- **Tools and Platforms** Automation platforms • Make (Integromat) • Zapier • n8n • Pipedream AI tools • OpenAI • Claude • Voice AI systems (Vapi, Retell, ElevenLabs) CRM and operations software • HubSpot • GoHighLevel • Airtable • Monday • Pipedrive • Salesforce Communication and messaging • Twilio • SMS platforms • Email APIs Other integrations • Google Workspace • Slack • Notion • Stripe • Accounting tools such as Xero or QuickBooks --- **Requirements** Technical capability: • Proven experience building automations using tools like Make, Zapier, or n8n • Strong understanding of APIs, webhooks, and JSON • Experience integrating multiple SaaS tools together • Ability to debug and repair broken workflows Problem solving ability: • Able to understand messy business processes and design practical automation solutions • Strong troubleshooting skills • Ability to test systems thoroughly before deployment Communication: • Fluent written and spoken English • Clear and professional communication • Ability to document technical systems simply --- **Nice to Have** • Experience building AI powered workflows or AI agents • Experience with Twilio or voice AI platforms • Basic scripting ability such as Python or JavaScript • Experience with CRM systems used by service businesses • Experience working with property, finance, or recruitment industries --- **What Success Looks Like** • Client workflows run reliably with minimal intervention • Automations reduce admin hours and prevent missed leads • Systems stay stable even as client software changes • Issues are resolved quickly and proactively --- **Working Style** • Remote role • Async communication preferred • Outcome focused environment • Small team with high standards --- **Application Requirements** Please include: • A short introduction about yourself • Examples of automations or integrations you have built • Platforms and tools you are strongest with • Links to any portfolio, GitHub, or case studies We are looking for someone who enjoys building systems, solving operational problems, and creating reliable automations that make businesses run better.
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Spent: $2,361.85Rating: 5.0Verified
Business Workflow Automation Integration Specialist — Sift