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$
USD
I will build CRM automation workflows and connect your business apps using zapier
HubSpot CRM Setup and Automation
I’m Daniel, a certified HubSpot CRM setup and automation specialist helping businesses build organized, efficient, and scalable CRM systems. I can configure HubSpot CRM, contacts, properties, pipeline...
About this Gig
Need a CRM that handles repetitive tasks and keeps your leads organized? I will set up practical CRM automation workflows to manage contacts, track deals, assign leads, and follow up consistently.
My services include:
- CRM workflow setup and troubleshooting
- Lead capture, routing, and status updates
- Automated task and email notifications
- Sales pipeline and contact organization
- HubSpot, Zoho, Pipedrive, GoHighLevel, Zapier, and Make integrations where supported
- Workflow testing and handover notes
Each automation is tailored to your process, not a generic template. Before building, I will confirm the trigger, actions, apps, and expected result with you, then test the workflow against agreed requirements.
Choose Basic for one simple workflow, Standard for multiple connected workflows, or Premium for a broader setup.
To get started, tell me which CRM you use, what task you want to automate, and which apps need to connect. Do not send passwords in the requirements; use secure, limited-access sharing where possible.
Message me before ordering if your setup involves custom APIs or several platforms. Lets make your CRM easier to manage with reliable, tested automation.
Software:
HubSpot
Industry:
Real estate
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Software
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Insurance
FAQ
Which CRM platforms do you work with?
I can work with HubSpot, Zoho CRM, Pipedrive, and GoHighLevel, plus supported integrations through Zapier or Make. Please confirm your platform before ordering.
What types of CRM automation can you build?
I can automate lead assignment, contact updates, follow-up tasks, notifications, pipeline changes, and data syncing, depending on your CRM and subscription.
Can you fix an existing workflow?
Yes. I can troubleshoot an existing automation, identify the issue, and implement and test a fix within the agreed scope.
Do I need a paid CRM subscription?
Not always. Some features and integrations require a paid plan. I will confirm the requirements before starting, and any subscription costs remain your responsibility.
Can you connect my CRM to other apps?
Yes, where the apps support a suitable integration through native connectors, Zapier, Make, webhooks, or APIs. Complex integrations may require a custom offer.
What do you need before starting?
I need your CRM platform, workflow goal, trigger, desired actions, connected apps, and relevant access or test data. Never send passwords in plain text.
Will you test the automation before delivery?
Yes. I will test the agreed workflow using suitable test data and confirm whether the expected actions work. Any limitations or issues found will be communicated.
