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I will build ai workflows for hubspot or salesforce
Rami D
About this gig
I will build AI workflows for HubSpot Salesforce
Are your sales, RevOps, or operations teams spending too much time on manual CRM updates, lead routing, follow-ups, task creation, or reporting cleanup?
I help businesses build AI-powered workflows inside HubSpot and Salesforce so teams can move faster, reduce manual work, and keep CRM data cleaner.
I can help with:
Lead routing
AI lead qualification
CRM record updates
Task creation
Follow-up reminders
Slack or email notifications
Deal and pipeline updates
AI summaries or message drafting
Workflow testing and handoff
I work with HubSpot, Salesforce, OpenAI, GPT, Claude, LangChain, Make, Zapier, APIs, and CRM automation tools.
Basic: workflow audit and automation plan.
Standard: build one AI CRM workflow.
Premium: build 2 to 3 workflows with CRM updates, notifications, testing, and handoff.
Please message me before ordering so I can confirm your tools, workflow, and scope.
Larger Salesforce, HubSpot, API, or AI automation projects may require a custom offer after scope review.
Get to know Rami D
Rami D
AI Sales Workflow Automation Expert HubSpot and Salesforce
- FromUnited States
- Member sinceJun 2026
- Avg. response time1 hour
Languages
English
I help businesses automate sales workflows using AI, HubSpot, Salesforce, n8n, Make, Zapier, Slack, and API integrations.
I focus on lead routing, follow-ups, CRM updates, task creation, handoffs, notifications, and reporting workflows. My goal is to reduce manual work, improve response speed, and keep CRM data cleaner.
I bring 20+ years of CRM, ERP, HubSpot, Salesforce, integration, automation, and business process experience to build practical workflows that fit the tools your team already uses.
FAQ
Question: Can you work with both HubSpot and Salesforce?
Answer: Yes. I can work with HubSpot, Salesforce, or both. I can help with workflows, CRM updates, lead routing, task creation, notifications, and AI-supported automation.
Question: Can you use AI inside the workflow?
Answer: Yes. AI can be used for lead qualification, summaries, routing logic, message drafting, data cleanup, or workflow decision support.
Question: What do you need from me to start?
Answer: I need a clear description of the workflow, the CRM you use, the trigger, the expected outcome, and access to the tools involved. Please message me before ordering so I can confirm the scope.
Question: Do you build custom API integrations?
Answer: Yes. I can help with API-based workflows, Make, Zapier, HubSpot, Salesforce, Slack, email, forms, and other connected tools depending on the package and scope.
Question: Is the Basic package an implementation package?
Answer: No. The Basic package is for workflow review, automation planning, and recommendations. If you want implementation, please choose the Standard or Premium package.
Question: What if my project is more complex than the listed packages?
Answer: Larger Salesforce, HubSpot, API, or AI automation projects may require a custom offer after scope review. Please message me with your requirements first.
