CRM Automation Specialist

4 days ago

junagadh, India beBeeAutomation Full time

Job OverviewThis role is responsible for overseeing the effective operation of our CRM system, ensuring seamless integration with automation tools and maintaining data accuracy.The ideal candidate will have a strong understanding of HubSpot execution and basic automation principles, as well as excellent organizational skills to manage multiple workflows and tasks.This position requires close collaboration with cross-functional teams to ensure accurate lead capture, routing, and monitoring, while also maintaining strict operational discipline and data hygiene.To be successful in this role, you will need to possess excellent problem-solving skills, attention to detail, and the ability to work independently with minimal supervision.Key Responsibilities:Maintain all CRM workflows in HubSpot including pipelines, stages, fields, tags, notes, and assignmentsEnsure accurate lead capture from all inbound channels (forms, website, WhatsApp, chat tools, landing pages)Build and maintain basic automation workflows using Zapier or MakeConnect and monitor chat and form systems such as ManyChat or WhatsApp Business APIMaintain strict CRM hygiene including dedupe, data corrections, missing fields, and owner accuracyPrepare routine CRM operations reports covering volume, movement, and hygiene statusMonitor user compliance with CRM rules and flag deviations from SOPsDocument CRM processes, routing rules, and integration proceduresCollaborate with SEO and Digital Media teams to ensure correct attribution and taggingBenefits:Opportunity to work with a cutting-edge CRM systemChance to develop skills in automation and data analysisCollaborative work environment

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