Gerald
Building connected CRM & automation systems.
Systems that connect, not just isolated tools.
I'm Gerald — a CRM automation specialist with 4+ years of remote agency experience. I connect customer-facing touchpoints like forms, stores, and funnels into reliable backend workflows, pipelines, and automated follow-up.
My web-systems background gives me the technical perspective to troubleshoot both the frontend data capture and the automation layers that run after conversion.
Selected automation work
Systems built around CRM, workflows, integrations, customer data, routing, and follow-up.
Ecommerce to CRM Automated Pipeline
Automated Shopify order synchronization to CRM contacts, deal stages, and behavioral tagging.
Lead Nurture & CRM System
Application capture pipeline tracking prospects through CRM stages with conditional follow-up.
Membership Website → GHL CRM Integration
Bi-directional sync between WordPress membership tiers and CRM tags, permissions, and dunning.
Multi-Calendar Booking & Pipeline Routing
Round-robin calendar distribution with SMS confirmation reminders and pipeline updates.
Webhook Data Routing & Middleware Mapper
Middleware pipelines parsing complex nested JSON webhooks into clean CRM contact fields.
Let's create a new project.
Need help connecting your CRM, workflows, forms, integrations, or customer journey?
Different tools.
One connected system.
I connect data between external apps, keep CRM records synchronized, and trigger responsive follow-up without manual intervention.
Website / Form
Lead capture or purchase event.
Webhook / Middleware
Payload relay to automation router.
Data Normalization
Format custom fields and UTM attributes.
GoHighLevel
Contact update, tags, and pipeline stage.
Workflow Logic
Branching, timing, and conditions.
Automated Follow-up
SMS, email sequences, and team tasks.
Web systems across different industries.
A selection of WordPress and web systems projects across service businesses, education, and ecommerce — providing the practical frontend foundation behind my automation work.
Patient Consultation & Intake Portal
WordPress patient portal with custom intake forms, HIPAA-compliant routing, and service directory.
Online Academy & Student Membership
Course delivery portal with user access tiers, video embeds, and student progress tracking.
Production Agency Portfolio & Inquiries
High-impact media showcase with multi-step inquiry forms and project request routing.
The stack changes. The systems thinking doesn't.
Core tools centered on CRM and workflow engines, supported by web systems context.
Need someone who can build the system and make the pieces talk?
I'm open to remote roles, agency support, and selected projects involving CRM automation, workflows, integrations, and connected web systems.