I will set up your hubspot CRM pipelines, properties, workflows and dashboards

United Kingdom

I speak English

Salesforce and HubSpot Developer, AI Automation and Integration

I'm a CRM Technical Lead and Product Owner with nine years on Salesforce. I build AI agents and automations that work inside Salesforce, HubSpot and Microsoft Teams, plus the integrations that keep th...
About this Gig

Setting up HubSpot, or cleaning up a portal that grew without a plan? I set up a HubSpot portal from scratch for a global B2B company and run it alongside Salesforce today.


What I can set up:

  • Sales pipelines and deal stages that match how you sell
  • Custom contact, company and deal properties
  • Active lists for targeting and nurture
  • Workflows for tasks, reminders and follow-ups
  • Dashboards and reports for reps and owners
  • Users, teams, permissions and email and calendar connection
  • Imports and duplicate cleanup

How I work:

  • You share your sales process, or I help you map it out first
  • Everything is tested on test records before you go live
  • You get a recorded walkthrough and a one-page summary of what was built

Not sure which package fits? Message me before ordering and I'll tell you honestly.

Software:

HubSpot

Industry:

Business services & consulting