CRM & Automation Specialist

I connect your CRM
to your operations.

GoHighLevel, Shopify and n8n. I implement integrations, automate follow-ups and troubleshoot live client accounts.

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Marcelo Veliz, CRM and automation specialist, wearing a black shirt and glasses — **I'm Marcelo.**I work with agencies, online businesses and teams that need their tools to work together.

2 years with GHLImplementation and support

1 year with n8nWebhooks and integrations

English C1Native Spanish

See the work behind the workflows.

The logic, my contribution and screenshots from each implementation.

Shopify + Capiolab

A Shopify payment. An order the CRM can follow.

The problem

In this Shopify Basic store, Capiolab’s native integration could not enable order and payment triggers because of a customer-data access restriction.

My contribution

I tested the inbound webhook with a sample JSON payload, documented what happened during a real purchase, and defined functional fixes with the team. The published workflows receive order payments and checkout updates.

Result

One real purchase created a contact, applied a buyer tag, and generated a paid opportunity marked Won. The execution log also recorded the alert actions as executed.

Published paid-order workflow: find an open opportunity, update it, or create a new one — The published flow looks for an open opportunity before updating or creating one.

Execution history of a real purchase and its paid CRM opportunity, with customer details hidden — Real purchase: contact, buyer tag, and opportunity confirmed in the CRM.

GoHighLevel

The next step depends on the call outcome

A booking, a voicemail and an uninterested lead need different follow-up actions.

AI call outcomes branching into separate GoHighLevel workflow paths — Call outcomes routed to tags and follow-up actions in GHL.

View the logic and my work

The need

An AI call can end in a booking, a follow-up, voicemail or no interest. Each outcome needs a different action inside the CRM.

My contribution

A branching workflow that classifies the call result, applies the relevant tags and routes the contact to the appropriate follow-up.

Conditional workflow logic
Consistent CRM updates
Clear follow-up paths

GHL + WhatsApp

WhatsApp sends the right product response

The lead’s enquiry determines which product information, photos or videos they receive.

GoHighLevel WhatsApp workflow with AI classification and product-specific media branches — Product interest determines the WhatsApp media response.

View the logic and my work

The need

A product enquiry needs a relevant response, including the photos or videos for the product the lead is asking about.

My contribution

AI and conditions identify product interest, then route the conversation to the matching media response.

Intent-based routing
Product-specific media
AI linked to workflow actions

n8n + GHL + Square

GHL and Square share one booking process

Creates, updates and cancellations have separate paths and an execution history.

n8n workflow connecting GoHighLevel appointments with Square booking operations — Booking events connected through n8n.

View the logic and my work

The need

Appointments in GoHighLevel and Square need to stay aligned when a booking is created, changed or cancelled.

My contribution

n8n workflows connect the systems, with separate booking-event paths and execution history for troubleshooting.

API and webhook integration
Create, update and cancel paths
Execution-level troubleshooting

Results, with context.

What I verified after working on each system.

41 delivered0 failures in the later batch checked

WhatsApp follow-ups restored

I traced 136 failed sends to the three-day and seven-day follow-up steps. I ruled out file size, recreated the affected steps and reselected their templates.

61 FAQs7 entries fixed before launch

An assistant the team can maintain

I separated a roughly 6,000-word prompt from product data. I clarified 11 points with the owner and checked the saved entries through the API. The owner approved the launch.

13/13Focused QA checks after the fixes

An inherited account put in order

I audited an account with around 90 workflows and seven calendars. I backed up FAQs and applied six client corrections in under an hour. The workflows were part of the inherited setup.

The work I can take on.

CRM implementation

Pipelines, fields, snapshots, calendars and lead assignment. An account organized around the team’s process.

Operations & integrations

GHL, Shopify, Square and n8n. Events, webhooks and follow-ups that connect what happens in one tool with the next.

Automation & AI

Workflows, WhatsApp, Knowledge Bases and intent-based routing. Execution diagnostics and checks before handover.

How I work with your team.

Understand
Agree on the rules, inputs and expected result.
Implement
Configure the CRM and connect the tools.
Verify
Test the branches and check the output in the destination.
Hand over
Document the changes and what the team needs to maintain.

For your hiring process

English CVs for CRM and technical roles.

Download CRM CV Technical / Developer CV

Need someone to connect the pieces?

For your agency, your business or a CRM and automation role. Tell me what the team needs and we can discuss where I can help.

Chat on WhatsApp Find me on LinkedIn

I connect your CRMto your operations.

See the work behind the workflows.

A Shopify payment. An order the CRM can follow.

The problem

My contribution

Result

The next step depends on the call outcome

The need

My contribution

WhatsApp sends the right product response

The need

My contribution

GHL and Square share one booking process

The need

My contribution

Results, with context.

WhatsApp follow-ups restored

An assistant the team can maintain

An inherited account put in order

The work I can take on.

CRM implementation

Operations & integrations

Automation & AI

How I work with your team.

Understand

Implement

Verify

Hand over

For your hiring process

Need someone to connect the pieces?

I connect your CRM
to your operations.