
CRM Implementation β Automation Specialist
Posted 1 day ago

Posted 1 day ago
This is a fully remote position, open to applicants in South Africa.
β’ Carry out the daily, hands-on migration of current workflows from Zapier to Make.
β’ Convert scoping specifications and technical requirements into fully configured Pipedrive environments, which include pipelines, fields, permissions, and native integrations.
β’ Create, test, and sustain intricate, multi-step automation scenarios and webhooks using Make and Zapier.
β’ Establish, configure, and test third-party ecosystem tools and client add-ons, such as WATI, PandaDoc, form automation tools, and webhooks.
β’ Perform pre- and post-go-live quality assurance testing on CRM setups.
β’ Diagnose broken integration flows, API webhooks, workflow failures, and data synchronization errors independently.
β’ Act as the main point of contact for incoming client support tickets, delegate tickets to internal team members, and provide oversight on processes.
β’ Conduct scheduled 7-day, 14-day, and 21-day post-go-live check-ins with clients.
β’ Ensure the maintenance of critical automation deliverables and implementation continuity during team leave periods.
β’ Over 2 years of experience configuring Pipedrive or similar CRMs at an administrative level.
β’ Practical experience in building, testing, and troubleshooting multi-step workflows in both Make and Zapier.
β’ Capability to independently adhere to documented standards and perform technical tasks based on written briefs.
β’ Technical expertise in configuring third-party integrations, including WATI or WhatsApp platforms, PandaDoc or document generation tools, form builders, and webhooks.
β’ Proficiency in independently diagnosing broken integration flows, API webhooks, field mapping errors, and data synchronization issues.
β’ Position is remote.
β’ Independent contract averaging 20 hours per week.
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