CRM Automation Specialist (InCom CRM + Zapier + Real Estate Workflows)

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: TYPE OF WORK

Part Time

: SALARY

5.00 Cad

: HOURS PER WEEK

15

: DATE UPDATED

Feb 9, 2026

JOB OVERVIEW

We are a growing real estate business looking for an experienced CRM Automation Specialist to help fully set up and optimize our InCom CRM.
This role is focused on building smart plans, automations, and workflows — not basic data entry.
???? Key Responsibilities
You will be responsible for:
• Creating Smart Plans inside InCom CRM
• Setting up:
o Automated email sequences
o Automated SMS/text message campaigns
o Automated ringless voicemail drops (likely via Zapier)
o Automated video emails (e.g., BombBomb or similar)
• Building listing activity plans for:
o New listings
o Buyers
o Sellers
o Follow-ups and nurturing
• Creating QR codes for open houses that connect directly to CRM workflows
• Connecting third-party tools using Zapier where needed
• Testing automations end-to-end to ensure proper triggering and timing
• Documenting workflows clearly so they can be reused or modified later
________________________________________
???? Required Skills & Experience
• Proven experience setting up CRM automations (real estate CRMs strongly preferred)
• Hands-on experience with:
o Smart Plans / workflow builders
o Email + SMS automation
o Zapier (multi-step zaps, triggers, actions)
• Familiarity with:
o Ringless voicemail platforms
o Video email tools (BombBomb preferred)
• Ability to design logic-based workflows, not just follow instructions
• Strong attention to detail and testing
• Clear communication and documentation skills
________________________________________
? Nice to Have
• Prior experience with InCom CRM
• Real estate CRM experience (Follow Up Boss, KVCore, LionDesk, etc.)
• Funnel or lead-nurture strategy experience
________________________________________
? Work Details
• Part-time to start (with potential to expand)
• Remote
• Flexible hours
• Long-term opportunity for the right person
________________________________________
???? To Apply
Please answer the screening questions below in detail.
Short or generic answers will not be considered.

Q1.
Describe one CRM automation you personally built from scratch.
What was the trigger and what problem did it solve?
Q2.
Which CRMs and automation tools have you worked with?
(Be specific: CRM names + tools like Zapier, SMS, voicemail, video email.)
Q3.
Have you built multi-step automations using Zapier?
Briefly explain one example.
Q4.
Confirm your hourly rate and weekly availability.
________________________________________

SKILL REQUIREMENT

CRM Marketing Automation Social Media Marketing

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CRM Automation Specialist (InCom CRM + Zapier + Real Estate Workflows)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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