AI Process Automation & CRM Integration

I need an experienced developer who can turn my day-to-day workflows into fully automated, AI-driven processes and connect everything to a CRM that keeps data flowing smoothly between teams.

Here’s the core goal: map my current manual operations, train or configure AI agents to handle each step, and make sure every action—from data capture to task hand-off—lands seamlessly inside a CRM dashboard. I’m open to using an off-the-shelf platform if it fits, or building lightweight custom modules where that delivers the best result; what matters is that the system runs end-to-end without human intervention once the rules are set.

Acceptance criteria
• An AI workflow that triggers automatically from predefined inputs (webforms, emails, or database events)
• Agents that make decisions or enrich data based on my rules, then log outcomes in the CRM in real time
• A clear hand-off path so any exception or edge case is flagged to staff instantly
• Documentation and a brief handover call so I can maintain or expand the setup on my own

If you’ve implemented AI process automation before and can demonstrate tight CRM integrations—whether with HubSpot, Zoho, Salesforce, or a lightweight custom build—let’s discuss how you’d tackle my use case.