CRM Automation & AI Workflow Developer

CRM Automation & AI Workflow Developer

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CRM Automation & AI Workflow Developer

If you’re passionate about automation, APIs, and AI-driven problem solving — and love turning complex business processes into seamless, intelligent workflows — we’d love to meet you.

What You’ll Do

• Build, maintain, and optimize automation workflows across

  EspoCRM

  and connected platforms.
• Audit and enhance existing CRM workflows, ensuring data accuracy, efficiency, and scalability.
• Develop and manage

  custom scripts, workflows, and API integrations

  within EspoCRM.
• Build and maintain automation pipelines in

  n8n

  ,

  Zapier

  , or similar tools to connect CRMs, cloud storage, and communication platforms.
• Integrate AI tools (e.g., OpenAI, Claude, HuggingFace) for

  document generation, summarization, and intelligent task routing

  .
• Collaborate with non-technical teams to translate operational pain points into automated technical solutions.
• Maintain

  version control, documentation

  , and contribute to an internal automation roadmap with measurable KPIs (time saved, efficiency gained, accuracy improved).

Technical Requirements

• Strong understanding of

  CRMs and databases

  — entities, relationships, workflows, and data models.
• Experience with

  EspoCRM

  , or transferable experience from CRM systems such as

  HubSpot, Salesforce, or Zoho

  .
• Skilled in

  PHP, JavaScript, and MySQL

  , with experience building and consuming

  REST APIs

  .
• Familiarity with EspoCRM’s stack:
• PHP 7+/8+
• MVC structure (similar to Laravel/Symfony)
• Frontend: Backbone.js, Handlebars.js, jQuery
• Database: MySQL / MariaDB
• Comfortable with webhooks, JSON, and

  API authentication (OAuth, tokens, etc.)

  .
• Hands-on experience building

  AI-integrated automations

  (e.g., text summarization, data extraction, classification).

Automation & AI Workflow Skills

• Proficiency in

  n8n

  ,

  Zapier

  , or

  Make (Integromat)

  — including complex, multi-step automations.
• Ability to connect CRMs, email systems, Google Workspace, Slack, and cloud storage tools.
• Understanding of

  OpenAI API

  ,

  LangChain

  , or similar frameworks.
• Experience connecting CRM data to

  LLMs

  for automations like client responses or claim summaries.
• Practical knowledge of

  prompt design

  ,

  embedding models

  , and

  retrieval workflows

  is a plus.

Bonus Skills

• Experience in

  insurance, claims management, or operations-heavy industries

  .
• Familiarity with

  Google Workspace API, Slack API

  , or

  cloud storage integrations

  .
• Background in

  process re-engineering

  or

  low-code workflow design

  .
• Strong communication skills — able to collaborate with both technical and non-technical teams.

Preferred Experience

• 3–5 years’ experience in

  CRM customization or backend development

  .
• Prior experience with

  PHP CRM frameworks

  (EspoCRM, SugarCRM, SuiteCRM, etc.).
• Proven experience building

  automation and AI-powered workflows

  .

Who You Are

technical problem-solver

Ready to build the future of intelligent workflow automation?

Apply now and help us transform how we manage and deliver exceptional results through smart automation.