Tech Integration Expert: Zapier + CRM Automation + Marketing Automation (Ongoing Work Available

Project Description: We are seeking an experienced integration specialist to streamline and automate our marketing operations, client pipeline, and CRM workflows. We need someone who can review and correct our current integrations, update platforms as needed, and create seamless integrations between our core business tools. Up to 20 hours per week, with potential for long-term work. US time zones required. Must be able to join live meetings and collaborate in real time.

We would very much like to find someone who can engage in longer-term contract work on a rolling basis for our company.

Integrations and Core Platforms Include:

- Zapier (automation platform - primary integration tool)

- Calendly (scheduling)

- Stripe (payment processing)

- Softr (client portal/database)

- Pipedrive (CRM)

- Google Workspace (Gmail, Drive, Sheets, Calendar)

- Automate client appointments and scheduling integrating our coaching platform and Calendly.

- Automate intake and lead capture from multiple sources

- Create workflows that automatically categorize and funnel clients into appropriate Pipedrive stages

- Sync payment data from Stripe to update client status in CRM

- Connect scheduling events to trigger follow-up sequences

- Eliminate manual data entry and reduce human error

- Build reporting dashboards that pull from multiple sources

Beyond the initial few weeks of heavier engagement, we hope to identify someone interested in ongoing work (between 5-20 hours per week after initial setup depending on advanced skills and your suggestions of upgrades and build-out).

Monitor and optimize existing integrations

Troubleshoot issues as they arise

Implement new automation workflows as business needs evolve

Provide training and documentation for our team

Suggest efficiency improvements based on data flows

REQUIRED SKILLS & EXPERIENCE

Proven experience with Zapier (multi-step Zaps, conditional logic, filters)

API integration experience (REST APIs, webhooks, authentication)

Specific platform experience: Pipedrive, Stripe, Calendly, Softr

Google Workspace automation (Apps Script is a plus)

Marketing automation and funnel optimization understanding

CRM pipeline design and management

Strong documentation skills

Ability to explain technical concepts to non-technical team members

Nice to Have:

SQL or database query experience

Previous experience replacing ineffective marketing systems

Understanding of lead scoring and qualification workflows

What Success Looks Like:

Week 1-2: All core integrations functional and tested

Week 3-4: Team trained, documentation complete, monitoring in place

Ongoing: Minimal 5% error rate, measurable time savings, clear pipeline visibility

Our Current Challenge:

We need to bring technical capabilities into consistent use with someone who can actually build functional systems rather than just talk about strategy.

Project Details:

Budget: $35-175/hour (depending on experience)

Initial commitment: 20 hours (Week 1)

Ongoing: 5-20 hours/week retainer (negotiable based on performance)

Timeline: Start ASAP, initial setup within 1-2 weeks

Communication: Weekly check-ins, email and meetings or ongoing questions.

US time zones required. Responsiveness during agreed-upon work hours.

To Apply, Please Include:

To Apply, Please Include

- Your hands-on experience with the platforms above

- A brief description of a similar integration you personally built or fixed

- How you document systems and train non-technical teams

- Your availability during 7:00am - 5:00pm MST Monday - Saturday

- Your typical response time

Answer this question: Describe a Zapier automation you built that failed in production. What broke, how did you diagnose it, and how did you fix it?

We’re looking for someone technically strong, honest, and collaborative who can become a long-term partner in our business growth.

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