AI & CRM Automation Specialist with Project Management expertise

As a Project Manager with years of experience leading cross-functional teams and optimizing workflows, I have leveraged Airtable as a powerful tool for organizing and executing a wide range of initiatives. I’ve built and maintained customized Airtable bases to manage project timelines, task assignments, team communications, client deliverables, and performance tracking. My approach emphasizes structure and scalability—utilizing linked records, custom views, automations, and formulas to streamline operations and ensure data consistency. I’ve successfully integrated Airtable with tools such as Zapier, Make.com, ClickUp, HubSpot, and Monday.com to automate key processes, enhance visibility across teams, and reduce manual workloads. My use of Airtable has been instrumental in driving project efficiency, aligning teams, and delivering results in fast-paced and remote-first environments.

I have extensive experience using Monday.com as a central hub for project management, task tracking, and team collaboration. Over the years, I’ve built and customized boards to manage complex workflows, including sales pipelines, recruitment tracking, client onboarding, and content calendars. I’ve implemented automation within Monday.com to streamline repetitive tasks, trigger status updates, send notifications, and integrate with tools like Zapier, Make.com, HubSpot, and ClickUp. My ability to structure dashboards, manage dependencies, and maintain clean data views has helped teams stay organized, aligned, and productive—especially in fast-paced, remote work environments.

I have 1–5 years of hands-on experience using Zapier to streamline workflows and automate tasks across various platforms. I’ve built and maintained multi-step Zaps integrating tools like Airtable, Typeform, and Calendly to automate lead capture, scheduling, and CRM updates. I’m also experienced in connecting HubSpot for contact management and automated email sequences, Monday.com for task and project tracking, and ClickUp for managing client onboarding and team workflows. My work with Zapier has helped improve operational efficiency, ensure data accuracy, and reduce manual work across departments.

I have 1–5 years of experience using Make.com (formerly Integromat) to design advanced, multi-step automation scenarios across various business tools. I’ve built custom workflows that connect platforms like Airtable, Typeform, Calendly, HubSpot, Monday.com, and ClickUp to streamline data syncing, lead management, and project coordination. With Make.com’s visual interface and powerful logic controls, I’ve created scenarios that include filters, conditional branches, webhooks, and error handling to ensure accuracy and efficiency. My expertise in Make.com has enabled teams to eliminate repetitive tasks, improve cross-platform collaboration, and scale operations with confidence.

I have in-depth experience using HubSpot for lead management, pipeline tracking, and performance reporting across sales and marketing teams. I’ve built and optimized contact workflows, set up lead scoring systems, and created custom properties to align with business goals. My background in automation allows me to seamlessly integrate HubSpot with tools like Zapier and Make.com, enabling efficient data syncing between platforms such as Typeform, Calendly, Airtable, and ClickUp. Through these integrations, I’ve automated lead capture, follow-ups, status updates, and internal notifications to streamline the entire customer journey. Additionally, I’ve created custom dashboards and reporting views in HubSpot to provide real-time visibility into pipeline health, campaign performance, and team productivity—empowering stakeholders with actionable insights and informed decision-making.

I have strong experience using Airtable as both a flexible database and a dynamic project management tool. I’ve designed and maintained Airtable bases for tracking leads, managing content calendars, monitoring KPIs, handling recruitment pipelines, and organizing operational workflows. My skills include building custom views, linked records, forms, automations, and formulas to create efficient, user-friendly systems. I’ve also integrated Airtable with tools like Zapier, Make.com, ClickUp, HubSpot, and Monday.com to streamline data flow and eliminate manual entry. My ability to structure and automate Airtable has significantly improved workflow visibility, data accuracy, and team collaboration across projects.

I have solid experience using ClickUp as a comprehensive productivity platform for managing tasks, projects, and team operations. I’ve set up and optimized workspaces for various functions such as project tracking, client onboarding, sales pipelines, and content production. My expertise includes creating custom views, automations, templates, and dashboards tailored to different teams and workflows. I’ve also integrated ClickUp with tools like Zapier, Make.com, HubSpot, and Monday.com to automate updates, streamline communication, and ensure real-time visibility across platforms. My ClickUp setups have helped improve team efficiency, accountability, and overall workflow transparency in dynamic, remote-first environments.