About Yoel
English
Fluent
French
Native or bilingual
Experience
- FreelanceSales Automation Consultant / No-Code & CRMCONSULTING AND AUDITSFebruary 2026 - Today (4 months)Paris, FranceSales Cycle Automation & CRM IntegrationClient ContextThe company faced manual and fragmented lead management from multiple sources (Google Sheets, JobPhoning). This led to duplicate entries, information loss, and slowed down sales processing.The objective was to centralize and automate the entire sales cycle to streamline lead processing from start to finish.---Mission AccomplishedImplementation of a complete sales cycle automation workflow:
- Automatic centralization of incoming leads from Google Sheets to noCRM
- Synchronization of JobPhoning leads to noCRM
- Structuring and automation of the sales pipeline
Automatic triggers based on statuses:- Status **Won**:
* automatic creation of the contact and opportunity in HubSpot* automatic generation of Cerfa documents* sending documents for electronic signature via Yousign- Status **Hot**:
* automatic generation of Cerfa documents* structured file organization in Google Drive---Expertise and Tools Used- Business workflow automation
- CRM Integration (noCRM, HubSpot)
- API / Webhooks
- n8n / process automation
- Google Sheets / Google Drive
- Yousign (electronic signature)
---Results Obtained- Elimination of duplicate entries and manual tasks
- Complete centralization of sales data
- Accelerated lead processing
- Reduction of operational errors
- Improved sales pipeline tracking
- Significant time savings for teams
---Added ValueImplementation of an automation system that transforms a manual and fragmented sales process into a connected, fluid, and fully automated workflow. - YoniversFull-Stack DeveloperDIGITAL AND ITSeptember 2024 - Today (1 year and 9 months)Paris, FranceHealth Mutual CRM & Business Process AutomationClient ContextThe company operated a CRM in the health insurance sector with significant challenges in data reliability, management, and automation. Workflows were complex and required better structuring to improve sales and operational tracking.The objective was to ensure system reliability, structure data, and automate several key business processes.Mission AccomplishedParticipation in the evolution and maintenance of a critical business CRM, with a strong focus on scalability and performance.Key achievements:
- Implementation of a tracking system for acquisition and retention flows
- Automatic generation of Word documents to PDF with dynamic customer data
- Tool for calculating and analyzing the loss ratio
- Generation of insurance slips
- Creation of management dashboards (revenue by product and period)
- Application maintenance and AWS infrastructure evolution
Automation & Integrations- Connection to the Aircall API for analysis and transcription of sales calls
- Automatic analysis via OpenAI (compliance control and data exploitation)
- Deployment and configuration of n8n on AWS EC2 with automated workflows
- Lead automation and Zendesk ticket creation
- WhatsApp and email campaign automation
TechnologiesPHP, Symfony, Laravel, React, MySQL, AWS, Git, n8n, Zapier, OpenAI API, Aircall, Zendesk, Customer.ioResults- CRM data reliability and improved flow quality
- Automation of several critical business processes
- Time savings on recurring operations
- Better management of sales and financial flows
Added ValueTransformation of a complex CRM into a more structured, automated, and usable system, combining data integration, workflow automation, and improved business management. - HephilensFull-stack DeveloperDIGITAL AND ITJanuary 2020 - Today (6 years and 5 months)Paris, FranceBusiness Application & Document Generation AutomationClient ContextThe company needed an internal tool to centralize the creation of purchase orders and eliminate manual tasks related to document generation and processing.The objective was to digitize and automate the production of administrative documents while ensuring secure access through an administration system.---Mission AccomplishedDesign and development of a business web application for automating document generation and management:
- Implementation of an automatic PDF purchase order generation system
- Automation of document creation from structured data
- Development of a secure administrator area for data management
- Implementation of an authentication and rights management system
- Exposure of data via a secure API (JWT / API Platform)
- Structuring and data validation via a MySQL database
- Creation of web interfaces for data entry and management
- Automatic generation of PDF documents from dynamic templates
---Expertise and Tools Used- Business application development
- Document generation automation
- Backend Symfony / PHP
- Frontend React
- API Platform / JWT
- MySQL / SQL database
- Automated PDF generation (FPDF)
- Git / versioning
---Results Obtained- Elimination of manual tasks related to document creation
- Automation of the purchase order generation process
- Data validation and reduction of entry errors
- Centralization of information in a single tool
- Improved operational efficiency for teams
---Added ValueTransformation of a manual document creation process into a structured, automated system for fluid and reliable document generation, security, and centralization.
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Education
- MASTER & Licence MIAGEUniversité Paris - Val-de-Marne (Paris XII)2012Informatique de gestion
Certifications
- SAS Certified Advanced for SAS 9BP038801v92018