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I will automate close CRM, cognito forms, flodesk and quickbooks
Brace Shank
About this gig
WELCOME TO MY SPACE
Tired of manually managing leads, forms, emails, and invoices across different platforms? I'll automate your Close CRM, Cognito Forms, Flodesk, and QuickBooks Online so your business can capture leads, organize contacts, trigger follow-ups, and manage customer data with less manual work.
What I Can Help With
Close CRM Automation
- Close CRM setup and configuration
- Lead and contact management
- Sales pipeline automation
- Lead assignment and workflow automation
- Automated follow-ups and task creation
- CRM data synchronization
- Sales process optimization
Cognito Forms Integration
- Cognito Forms to Close CRM integration
- Automated lead capture
- Form submission workflows
- Customer/contact creation
- Form-to-CRM data mapping
- Automated notifications and follow-ups
Flodesk Automation
- Email automation & sequences
- Lead nurturing workflows
- Subscriber management
- Close CRM + Flodesk integration
QuickBooks Online Automation
- QuickBooks Online integration
- Customer data synchronization
- Automated customer creation
- Invoice and payment workflows
- CRM-to-accounting automation
- Form-to-QuickBooks workflows
Send me a message today with your workflow requirements, and lets automate your business!
Get to know Brace Shank
Brace Shank
Automation expert
- FromNigeria
- Member sinceAug 2026
Languages
English
I’m Brace a CRM Automation & Integration Specialist helping businesses streamline sales, marketing, lead management, and repetitive tasks.
I build reliable workflows using Close CRM, GoHighLevel, HubSpot, Zoho CRM, Pipedrive, Keap, QuickBooks, Zapier, Make.com, Cognito Forms and more. My skills include CRM setup, workflow automation, API integrations, lead capture, forms, pipelines, email automation, data sync, and sales funnel automation.
I focus on clean, scalable systems that save time, reduce manual work, and improve business efficiency.
Let’s automate your workflow and grow smarter.
FAQ
Do I need to already have Close CRM, Cognito Forms, Flodesk, or QuickBooks Online set up?
No — I can set up new accounts or work within your existing CRM automation stack. Whether you're starting fresh or optimizing an existing CRM integration, I'll configure everything from scratch.
How long does a full CRM automation build take?
Most Standard and Premium CRM integration packages are delivered within 5–7 days, depending on complexity. Basic single-platform setups are typically done in 2–3 days.
Can you connect platforms that aren't in your main list?
Yes. While Close CRM, Cognito Forms, Flodesk, and QuickBooks Online are my specialty, I regularly extend CRM automation to Salesforce, HubSpot, and dozens of other tools via API or Zapier.
What if my QuickBooks Online or Close CRM data is messy?
I handle data cleanup as part of every CRM integration project — duplicate removal, field mapping, and formatting so your automation runs on clean data from day one.
Will I be able to manage the automation myself afterward?
Absolutely. Every project includes documentation and a walkthrough, so you fully understand your CRM automation and can manage or scale it without depending on me.
