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I will setup real estate lofty hubspot CRM follow up boss zapier integration fb lead ad
CRM AND AUTOMATION EXPERT
Hi, I’m Heritage - A CRM & automation specialist helping businesses streamline operations and scale efficiently. I set up and optimize systems using HubSpot, Pipedrive, Zoho, GoHighLeve, ClickUp, Noti...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
What people loved about this freelancer
devynschamberge
United States
The seller did a great job setting up our HubSpot, Make.com, and Twilio automation. The SMS trigger works exactly as we wanted when a form is submitted. They...
beckyawakes
United Arab Emirates
This is the second time I've worked with Heritage and once again she has exceeded my expectations. Her dedication to every project is remarkable. She doesn't...
victoriamia0
Nigeria
Heritage was knowledgeable, patient, and clearly understood how Facebook Lead Ads and HubSpot integrations work. She explained the process in a very clear and...
angedaw
Nigeria
Heritage did exceptionally great with my Zoho setup. Working with her has proven to be a right choice. Her understanding of the platform and ability to navigate...
About this Gig
Need a custom CRM or project management system that's perfect for your business?
I help businesses design, automate, and optimize project management & CRM systems so everything runs smoothly with minimal effort.
My Services Include:
- Complete setup of Hubspot crm, Lofty crm, Follow up boss Zoho crm, ClickUp, Notion etc
- Claude AI agent lead handling
- Facebook meta ads to Hubspot integration automation
- Zapier Integration
- Workflow optimization
- Integration of other tools with Hubspot, Zoho, Notion, Honeybook
- Dashboard to show KPIs
- Automated email/SMS follow-up sequences
- Deal pipeline setup
- Contact import & cleanup
- Automations & Integrations
- Many More...
Platform I work with;
- Hubspot crm
- Follow up boss
- Real estate
- Lofty CRM
- Honeybook
- Xero
- Quickbooks
- Twilio
- Zapier
- Make.com
- Zoho CRM
- GoHighLevel
- Slack
- Airtable
- Calendly
Why Me?
- Professional experience in CRM & automation
- Fast delivery & reliable support
- Clear communication
- 100% satisfaction guaranteed
What sets me apart is my approach: I listen first, understand your process, and build systems that fit the way you work. I value clear communication, attention to detail, and delivering on time every time.
Message Me Now to get started!
Software:
HubSpot
My Portfolio
FAQ
What CRM platforms do you work with?
I specialize in Lofty, KV Core, and Follow Up Boss, but I can also discuss your needs for other real estate CRMs.
Can you handle tasks for different industries?
Absolutely! My expertise extends across various industries, tailoring my services to meet the unique needs of each.
Do you work with all HubSpot products and plans?
Yes, I have experience working with HubSpot Marketing, Sales, Service, and CMS Hubs across Starter, Professional, and Enterprise plans.
Can you improve my existing setup instead of starting from scratch?
Absolutely! I can review your current workspace, fix issues, optimize automations, and make your system more efficient.
Which platform do you recommend for my business?
That depends on your workflow. I’ll help you choose between Hubspot crm, Pipedrive, Zoho CRM, Monday.com, ClickUp, Notion, Trello, Asana, or others — based on your team size, goals, and preferences.
Can you build more advanced automations or connect external tools?
Yes. I work with Make, Zapier and n8n to build routing, lead assignment, notifications and two-way integrations.
Will you also set up the full Pipedrive account?
Yes. I set up everything; pipelines, fields, automations, integrations and dashboards, so your team can start using it immediately.
Can you integrate multiple Zoho apps so data syncs automatically?
Yes. I set up workflow, API, and native integrations across the entire Zoho One suite.
My services
Lofty crm//Pipedrive//Hubspot crm// honeybook//Zoho CRM, Asana, ClickUp// Jotform//Typeform// Monday crm, Trello, Zapier integration//Make.com//n8n//
What CRM platforms do you work with?
I specialize in Lofty, KV Core, and Follow Up Boss, but I can also discuss your needs for other real estate CRMs.
Reviews
18 reviews for this Gig
| (17) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (1) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
D devynschamberge
United States
The seller did a great job setting up our HubSpot, Make.com, and Twilio automation. The SMS trigger works exactly as we wanted when a form is submitted. They also explained the setup clearly and made sure everything was tested before delivery. I appreciate the professionalism and quick turnaround.
$50-$100
Price
2 days
Duration
Helpful?J janetbloomwild
United States
I did not receive delivery of more than about 5% of the project - and even that was not right- I had to cancel. Please make sure this freelancer actually has experience in what you need.
$400-$600
Price
11 days
Duration
A 
Seller's Response
Helpful?B 
beckyawakes
United Arab Emirates
This is the second time I've worked with Heritage and once again she has exceeded my expectations. Her dedication to every project is remarkable. She doesn't just complete the task, she truly understands the vision behind it and makes sure every detail is aligned. For this project, she handled a complex...
$100-$200
Price
3 days
Duration
A Seller's Response
Helpful?V 
victoriamia0
Nigeria
Heritage was knowledgeable, patient, and clearly understood how Facebook Lead Ads and HubSpot integrations work. She explained the process in a very clear and professional way, identified the issues quickly, and gave solid recommendations for improving our lead automation workflow
Up to $50
Price
1 day
Duration
Helpful?A 
angedaw
Repeat Client
Nigeria
Heritage did exceptionally great with my Zoho setup. Working with her has proven to be a right choice. Her understanding of the platform and ability to navigate through difficulties is another quality of here. Would surely work with her again!
Up to $50
Price
4 days
Duration
Helpful?
Reviews
18 reviews for this Gig
| (17) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (1) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
D devynschamberge
United States
The seller did a great job setting up our HubSpot, Make.com, and Twilio automation. The SMS trigger works exactly as we wanted when a form is submitted. They also explained the setup clearly and made sure everything was tested before delivery. I appreciate the professionalism and quick turnaround.
$50-$100
Price
2 days
Duration
Helpful?J janetbloomwild
United States
I did not receive delivery of more than about 5% of the project - and even that was not right- I had to cancel. Please make sure this freelancer actually has experience in what you need.
$400-$600
Price
11 days
Duration
A Seller's Response
Helpful?B beckyawakes
United Arab Emirates
This is the second time I've worked with Heritage and once again she has exceeded my expectations. Her dedication to every project is remarkable. She doesn't just complete the task, she truly understands the vision behind it and makes sure every detail is aligned. For this project, she handled a complex...
$100-$200
Price
3 days
Duration
A Seller's Response
Helpful?V victoriamia0
Nigeria
Heritage was knowledgeable, patient, and clearly understood how Facebook Lead Ads and HubSpot integrations work. She explained the process in a very clear and professional way, identified the issues quickly, and gave solid recommendations for improving our lead automation workflow
Up to $50
Price
1 day
Duration
Helpful?A angedaw
Repeat Client
Nigeria
Heritage did exceptionally great with my Zoho setup. Working with her has proven to be a right choice. Her understanding of the platform and ability to navigate through difficulties is another quality of here. Would surely work with her again!
Up to $50
Price
4 days
Duration
Helpful?
