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Zoho CRM Architect & Forensic Specialist | 13+ Years Zoho | Creator, Deluge, Analytics, Integrations I'm an independent Zoho Partner who has spent the last 13+ years architecting, customizing, and rescuing Zoho CRM instances for 150+ SMBs. From custom modules and Deluge automation to Creator applications and multi-system integrations, I work at the code level where most consultants stop. Core Zoho Services: Zoho CRM — Setup, customization, custom modules, Deluge functions, blueprints, workflows, scheduled jobs, and bulk data/API optimization Zoho Creator — Custom application development, portal builds, WorkDrive integration, Deluge-driven workflows Zoho Analytics — Reporting, dashboards, and cross-module data models Zoho One ecosystem — CRM ↔ Books, Recruit, Desk, Inventory, and Campaigns integrations External integrations — APIs, Twilio, MQTT, WooCommerce, Stripe, Catalyst, Zapier, Make AI integration — Native Zoho AI, OpenAI, and Claude/MCP-based automation layers Forensic Specialty — Zoho CRM Field Dictionary: When something is quietly breaking your Zoho CRM — field values changing overnight, workflows conflicting, functions nobody documented — I find it. I produce a complete forensic analysis of your instance: every field mapped across its three naming systems (display label, API name, column name), every workflow, blueprint, and scheduled function cross-referenced to show exactly what touches what. Delivered as a searchable HTML dictionary and AI-ready markdown files your team can query in plain English using Claude or ChatGPT. Instantly answer "why does Lead Score change overnight?" Know every automation that touches a field before you change it Onboard new admins in hours instead of weeks Audit-ready documentation for compliance and handoff The Problem I Solve: Most Zoho CRM instances grow organically. Consultants come and go. Automations get layered on top of automations. Nobody documents the Deluge functions running at 2am that silently update your lead scores, deal health, or pipeline status. When something breaks — or when a new admin inherits the system — nobody knows where to start. I do. Why Work With Me: Beyond Zoho, I bring 20+ years of enterprise IT leadership — including VP-level roles at a major Wall Street firm covering Legal, Compliance, Finance, AML/OFAC, and SOX systems. That background means I've managed the complexity you're living with, not just read about it. You get both the technical depth to extract and analyze your system at the code level, and the business judgment to tell you what actually matters. Technical stack: Zoho CRM, Creator, Analytics, Deluge, Catalyst | Python, SQL, REST APIs, Claude/MCP, AI automation

I build AI powered automations that replaces manual workflows. Connecting APIs, CRMs, and business tools so your systems run 24/7 without you! 🏅𝗥𝗲𝗮𝗰𝘁.𝗝𝗦 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗣𝗿𝗼 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗿 
I have 10 years experience working for big tech companies in New York, Atlanta and RTP North Carolina as well as an early stage startup where I was the first employee. 
with extensive expertise in business automation is demonstrated through a robust portfolio of over 1500 sophisticated automations and tailor-made front end applications. 🥇𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝗘𝘅𝗽𝗲𝗿𝘁 My proficiency lies in implementing cutting-edge frameworks for business automation, workflows, and marketing automation, enabling seamless integration of APIs, webhooks, and REST APIs. With a fortune 100 proven track record, I have successfully delivered comprehensive business workflows and automation solutions to satisfied clients. Are you looking for a seasoned React.js Developer who can help you turn your data retrieval challenges into opportunities? Search no further! With a successful track record of launching dozens of large-scale front end projects, I bring the expertise and know-how needed to extract valuable insights from the vast ocean of the internet. I'm the 5 Star Software Developer and Automation Developer in Atlanta Georgia with overly positive feedback. I take my reviews very serious as I am to rank Top Rated Plus on Upwork. With a proven history of massive performance improvements for Fortune 500 companies and well-known organizations, including the following to illustrate some of them: ✅ Dell Technologies (Fortune 500 Company) ✅ Michelin Tires (Fortune 500 Company) ✅ North Carolina A&T State University ✅ Lexicon (~2.5 Billion Estimated Revenue per Year) ✅ Hill Technologies (~150 Million Estimated Revenue per Year) ⭐ Here's what I can bring to your project ⭐ ✅ You get a collaborator valuing effective communication, not just a technical expert. ✅ Ensuring clear, concise communication for understanding project requirements. ✅ Incorporating your feedback for project adaptation and improvement. ✅ Aiming to exceed expectations with high-quality deliverables. ✅ Computer science background from NCAT, offering unique expertise. ✅ Creating elegant, scalable, and maintainable code. ✅ Producing code that's easily comprehensible by fellow developers. My areas of specialization encompass a wide range of services, including: - Implementation of Chat-GPT AI for Business Purposes - API Integrations and Automation - REST, ReactJs, Javascript, Python, Java, C++, C#, Bash, Html/CSS - Business Workflow Automation - Advanced RSS Integration - CRM Automation - Data Analytics - Leads Flow Management - CRM Data Migration - Go High Level Setup - Facebook & CRM Leads Integration - APP Script, Google Sheets - Airtable, HubSpot, ActiveCampaign - CLIO, Lawmatics - Google Workspace, Google Cloud Moreover, I am adept at integrating payment gateways on third-party APIs like MemberPress and Kajabi, as well as working with popular CRM platforms such as Pipedrive, HubSpot, Airtable, Zoho CRM, and Insurance CRMs. Additionally, I possess a comprehensive skill set in web development, specializing in full-stack website development and leveraging the power of Zapier for business automation. I have an in-depth understanding of managing business workflows, integrating CRMs, and designing web solutions using advanced frameworks ⭐ Why choose me over other professionals on Upwork? 🤔 𝗨𝗻𝗺𝗮𝘁𝗰𝗵𝗲𝗱 𝘁𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: With a solid background in computer science and real estate, I can deliver sophisticated and effective solutions for your project. 𝗘𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻: I believe in open and constant communication, ensuring that all your needs and feedback are properly addressed. 𝗖𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁 𝘁𝗼 𝗛𝗶𝗴𝗵-𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗼𝗱𝗲: prioritize writing clean, maintainable, and scalable code that not only meets but surpasses expectations. 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻: By working with me, you'll experience a smooth, hassle-free collaboration that respects your time and contributes positively to your project. 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝘃𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗥𝗲𝗺𝗮𝗿𝗸𝗮𝗯𝗹𝗲 𝗥𝗲𝘀𝘂𝗹𝘁𝘀: I leverage my creativity and problem-solving skills to provide innovative solutions, always aiming for remarkable results that add value to your business. ------------------------------------------------ NOTE: I only work directly with the business owner for the project. If you're not the owner, I'll need to speak with them first. 👥 - Ed

I build AI systems that behave both reliably and consistently and in the way your business actually needs them to. I'm an AI Operations Architect and Automation Specialist based in the UK. I design and build end-to-end AI pipelines, intelligent agents and governed automation systems for clients across healthcare, legal tech, finance, property and professional services. My background is in the Royal Air Force, sales, retail and logistics, which means I approach every build the way an operator would: structured, documented and built to survive real world conditions. What I build: AI Agents & Intelligent Automation Multi-step AI workflows built in Make, n8n, and Zapier Claude API, OpenAI and Manus integrations with structured reasoning Lead intake, scoring, routing and CRM pipeline automation Email, SMS and conversational agent pipelines Disposition engines with classification logic and confidence scoring AI Governance & Compliance Systems Constitutional AI frameworks with audit trails and drift detection EU AI Act alignment (Articles 9–17) for regulated deployments Guardian validation layers, every output checked before release Risk classification and human escalation thresholds Governance-as-infrastructure, not governance-as-documentation Data, Knowledge & Prompt Systems AI-ready databases in Notion, Airtable and Google Sheets Prompt libraries, session starters and structured playbooks Knowledge compression and framework extraction Enrichment pipelines and insight engines for high-noise datasets What I've shipped: A constitutional AI framework deployed across regulated compliance workflows An EU AI Act compliance and remediation engine built for SME governance A multi-persona reasoning assistant (Reflect) using 12 personas and 13 cognitive lenses A disposition engine classifying bulk call transcripts with confidence scoring and cost tracking A lead intelligence engine enriching, scoring and generating outreach across multiple dimensions A dispute resolution engine processing communication chains and mapping regulatory breaches A tri-axis reasoning framework (TriAx) for structured decision analysis A legal AI simplification app converting complex legal language into actionable plain English A prompt architecture tool for designing and managing high-performance LLM systems These run live in Make, n8n, Manus, Notion, Base44 and custom API stacks. How I work: I'm not connecting nodes, I'm designing how the system thinks. Every build includes clear internal reasoning, structured outputs, error handling, drift protection and documentation your team can actually operate. I work asynchronously, deliver concrete outputs rather than planning conversations, and hand over something production ready with onboarding guides included. I'm honest about what AI can and can't do. If the approach you've imagined won't work, I'll tell you and offer you what will. Why hire me: 100% Job Success · Top Rated on Upwork RAF-trained discipline: methodical, thorough, zero ambiguity in outputs I don't build experiments. I build systems that hold under pressure. Fully documented builds, every handover is clean 0–4 hour response time, UK timezone Best fit for: AI agent development, Make/n8n automation, prompt engineering, AI governance frameworks, LLM integration and intelligent workflow design. If you need an AI system that understands what your business means, not just what you type, message me.

★ 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 · 𝟭𝟬𝟬% 𝗝𝗼𝗯 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗦𝗰𝗼𝗿𝗲 · 𝟱-𝘀𝘁𝗮𝗿 𝗿𝗮𝘁𝗲𝗱 · $𝟯𝟬𝗞+ 𝗲𝗮𝗿𝗻𝗲𝗱 𝗔𝗜 𝗺𝗲𝗻𝘁𝗼𝗿 𝗮𝘁 𝗮𝘁 𝗿𝗼𝗯𝗼𝘁_𝗱𝗿𝗲𝗮𝗺𝘀 · 𝟭.𝟴𝗠+ 𝘃𝗶𝗲𝘄𝘀 𝗼𝗻 𝗔𝗜 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 Worked with DPD, Edenred, Unilabs, Slovenské elektrárne, Česká mincovna, Kamody, Slevomat, Geis, PPL 𝟰𝟬+ 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲𝗱 · 𝟭𝟬,𝟬𝟬𝟬+ 𝗲𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝗱 𝗵𝗼𝘂𝗿𝘀 𝘀𝗮𝘃𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 My name is Matt Pake, and I help businesses reduce manual work, automate customer support, and turn messy internal processes into reliable AI workflows. I design production AI systems: AI agents, chatbots, voicebots, emailbots, AI knowledge bases, RAG workflows, API integrations, and hybrid deterministic + LLM systems. I also lecture the AI Consultant course at robot_dreams, where I teach business consultants, product managers, and technical specialists how to analyze AI use cases, design workflows, plan integrations, handle RAG/data context, build prototypes, define guardrails, and prepare AI solutions for real business use. 𝗜 𝗺𝗮𝗶𝗻𝗹𝘆 𝗵𝗲𝗹𝗽 𝘄𝗶𝘁𝗵: • AI automation systems for customers, sales, and operations • AI agents, chatbots, voicebots, emailbots, and workflow automation • API integrations, structured data extraction, and internal tools • RAG systems, knowledge bases, and AI product advisors • Agentic workflows, MVP demos, and production-ready AI architecture 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝗮 𝗳𝗲𝘄 𝘁𝗵𝗶𝗻𝗴𝘀 𝗜’𝘃𝗲 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱: 𝟭. 𝗩𝗜𝗧𝗢𝗠 𝗦𝗽𝗿𝗮𝘃𝗮 Delivered an inbound voicebot scope and API integration design for VITOM Správa, covering 7 customer-support scenarios and 4 API endpoints in 2–4 weeks. 𝟮. 𝗗𝗣𝗗 Delivered an emailbot automation design for DPD, defining parcel-status classification, exception handling, and ticket-closing logic across 3+ delivery scenarios in 2–4 weeks. 𝟯. 𝗞𝗮𝗺𝗼𝗱𝘆 Delivered an AI product advisor architecture for Kamody, connecting a 500MB XML product feed with Qdrant vector search for multilingual e-commerce support in 2–4 weeks. 𝟰. 𝗞𝗼𝗺𝗮𝗰𝘂𝘁 𝗔𝗜 𝗣𝗣𝗖 + 𝗦𝗘𝗢 𝗚𝗿𝗼𝘄𝘁𝗵 𝗔𝘂𝗱𝗶𝘁 Built a Komacut AI PPC + SEO Growth Audit demo, identifying $2,214.80 in wasted ad spend, 12 high-CPA keywords, and 30 competitor keyword gaps. 𝟱. 𝗙𝗶𝘁𝗟𝗲𝗮𝗱𝘀 𝗔𝗜 Built FitLeads AI, a local AI lead-handling system for fitness coaches with lead scoring, structured AI analysis, suggested replies, human approval, follow-up queue, and 26 passing tests. 𝗛𝗲𝗿𝗲’𝘀 𝘄𝗵𝗮𝘁 𝗜’𝗹𝗹 𝗱𝗲𝗹𝗶𝘃𝗲𝗿 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁: • A clear automation plan before anything is built • AI workflows connected to your real tools, APIs, CRM, emails, or databases • Structured outputs, validation, fallback logic, and human approval where needed • Practical systems built for daily operations, not flashy AI demos • Clean documentation so your team understands how the system works 𝗧𝗼𝗼𝗹𝘀: OpenAI, Azure OpenAI, Claude, LangGraph, LangChain, LlamaIndex, Make. com, n8n, Qdrant, Firebase, PostgreSQL, Daktela, GitHub, REST APIs, OpenAPI, Docker 𝗟𝗮𝗻𝗴𝘂𝗮𝗴𝗲𝘀: Python, JavaScript, TypeScript, Dart, SQL, Java, Flutter Tell me what you’re trying to build and I’ll show you exactly how I’d approach it. I treat every project like it’s my own business. 𝘔𝘢𝘵𝘵 𝘗𝘢𝘬𝘦 · 𝘗𝘳𝘢𝘨𝘶𝘦, 𝘊𝘻𝘦𝘤𝘩 𝘙𝘦𝘱𝘶𝘣𝘭𝘪𝘤

Expert GoHighLevel (GHL) & Automation Specialist with 4+ years of agency experience across the US, Canada, and Australia, focused on building scalable, revenue-driven CRM and automation systems for agencies and service businesses. As a Certified GHL Partner, n8n Expert, Zapier Expert, and Make Specialist, I design high-converting GHL funnels, pipelines, calendars, snapshots, SaaS configurations, and white-label systems while delivering advanced workflow automation and AI-powered solutions. I’ve built 100+ AI, chat, and voice agents using n8n, VAPI, ElevenLabs, GPT APIs, RAG architectures, and Pinecone knowledge bases to automate lead capture, qualification, nurturing, booking, and follow-ups via SMS, email, and voice. My systems replace fragmented tools with a unified GHL-centric stack, enhanced by custom APIs, webhooks, Google Apps Script, and end-to-end automations in Zapier and Make resulting in cleaner operations, optimized workflows, and measurable growth at scale. ✅ 4 years’ agency experience (US, Canada, Australia) ✅ Certified GHL Partner | n8n Expert (RAG, Pinecone, Custom Knowledgebases, Chatbots, AI Agents) ✅ Certifed Zapier Expert ✅ Certified Make (formerly Integromat) Expert ✅ Developed over 100+ AI Agents and Voice Agents using n8n, VAPI, Elevan Labs Here’s how I can elevate your operations: 🔧 GHL Expert ➤ Architect high-converting pipelines that auto-assign leads, trigger SMS/email follow-ups & update opportunities ➤ Build custom triggers (form submissions, tag changes) to kick off automations instantly ➤ Automate campaign reporting with real-time dashboards and performance alerts 🔄 n8n Expert ➤ Expert n8n workflows with robust API integrations for seamless data exchange ➤ VAPI integrations within n8n, GPT API calls & MCP Agents to power intelligent automations ➤ Build dynamic, multi-step sequences connecting CRMs, databases, voice services & more ⚡ Zapier Specialist ➤ Design custom Zaps that sync 500+ apps—Shopify, Airtable, Slack, you name it ➤ Implement filters & paths for conditional logic, so only the right data moves forward ➤ Monitor Zap health with automated error handling and recovery workflows 🔄 Make Pro ➤ Craft Make scenarios for end-to-end marketing campaigns and order-to-fulfillment flows ➤ Orchestrate multi-app processes: lead ads → Google Sheets → email sequences → CRM updates ➤ Leverage built-in routers & iterators to handle complex batch operations effortlessly 🔎 Other Expertise ➤ VAPI: deploy ultra-realistic voice agents in n8n using bland.ai & Twilio ➤ AI Agents: inbound, outbound & support bots built on GPT APIs and custom knowledgebases ➤ RAG (Pinecone + Django): retrieval-augmented chatbots that answer from your docs ➤ AI Automation: end-to-end orchestration of GPT, embeddings & custom logic ➤ APIs & Webhooks: bespoke integrations to connect any platform, no matter how niche ➤ ManyChat: Messenger & Instagram bots that qualify leads, answer FAQs & book calls ➤ Google Apps Script: automate Sheets reports, Docs templates & Gmail alerts Let's Grow Your Business Together Thanks for reading this far—I appreciate it. If you're interested in talking further, reach out ASAP or your competition will 😉. Let's connect and discuss

I build Python backends and the AI features that run on them. Most of the AI work I get pulled in to fix has the same story: it was built as a demo, and it broke the first time it met production traffic, live data, or a real bill. I work the other way around — backend first, then the AI wired in properly. Backend and APIs This is the core of what I do. REST APIs in Django and FastAPI, built to handle production traffic rather than just pass a quick test. Auth with JWT and OAuth, payments through Stripe and Razorpay, PostgreSQL and MongoDB schema design and indexing, and background jobs on Celery and Redis. With third-party integrations, I handle the part most people skip: what the system does when the external service is slow, down, or returning errors. GenAI integration On the deeper end, I build agentic systems in LangChain and LangGraph: custom tools, multiple agents working together, and proper memory and context handling across a workflow, with tool calls connected to the actual backend. On the everyday end, that's chatbots, content generation, automation, and retrieval over a client's own data (RAG) where it fits. I work across OpenAI, Claude, and Gemini, and I trace LLM calls and track token spend, because in production the cost matters as much as the output. What I care about is that the AI sits on a solid system — auth, a database, error handling, retries — so it behaves like a feature, not a science project. Deployment I deploy what I build. Docker, AWS or DigitalOcean, so the work goes out live and running, not handed over as a folder of code someone else has to figure out. How I work I ask questions before I write anything, because the wrong assumption early gets expensive later. I deal with edge cases instead of hoping they won't show up. I keep the code clean enough for the next person to read, I reply quickly, and I hit the dates I commit to. Industries I've worked in: e-commerce, SaaS, education, logistics, and internal tools. If you need a backend you can rely on — a new build, a broken system that needs sorting, or AI features that have to hold up in production — send me the details and I'll tell you how I'd approach it.