AI Integration Specialist (HubSpot & Actionstep Automation) AU Dayshift, Remote Philippines
Tasks
- Analyze process metrics and recommend improvements
- Automate business process tasks
- Automate client intake legal workflows document generation and task management
- Automate lead nurturing sales onboarding and marketing
- Build HubSpot workflows and sequences
- Configure Actionstep workflows and matter management
- Configure HubSpot properties reports dashboards
- Create dashboards and reports for workflow performance
- Design AI-powered workflows
- Develop and maintain system integrations
- Ensure CRM data integrity
- Integrate HubSpot and Actionstep
- Maintain workflow documentation and process maps
- Synchronize data across systems
- Track automation KPIs
- Troubleshoot integration issues
- Use automation platforms to connect applications
Perks/Benefits
Skills/Tech-stack
AI Agents | API Integration | Actionstep | CRM Workflow | CRM Workflow Automation | ChatGPT | Data synchronization | HubSpot CRM | JavaScript | Make | Microsoft Power | Microsoft Power Automate | N8n | OpenAI | Power Automate | Prompt engineering | Python | SQL | Webhooks | Workflow automation | Zapier
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