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Fiverr Pro
English
$
USD
I will setup close CRM zapier integration and workflow automation
Ai automation expert
I help businesses simplify sales and operations with smart CRM and workflow automation. I specialize in Close CRM, Zapier, CRM setup, integrations, lead management, and automated sales workflows. I ca...
About this Gig
Are manual tasks, missed follow-ups, and disconnected apps slowing down your sales process?
I will set up, customize, and automate your Close CRM using Zapier so your leads, contacts, opportunities, and sales activities move smoothly between the tools your business uses.
What I can help you with:
- Close CRM setup and customization
- Zapier integration and workflow automation
- Sales pipeline and opportunity setup
- Lead capture and lead routing
- Custom fields and Smart Views
- Automated tasks and follow-ups
- Email and sales workflow automation
- Forms to Close CRM integration
- Google Sheets integration
- Calendly and scheduling automation
- Slack notifications
- Webhooks and API integrations
- Existing Zap troubleshooting and optimization
Whether you need leads automatically added to Close CRM, opportunities updated when an action happens, sales reps notified about new leads, or multiple apps connected through Zapier, I can build a workflow around your business process.
Every automation is carefully tested before delivery to ensure your data moves correctly and your workflow works as expected.
Software:
HighLevel
Industry:
Beauty & cosmetics
•
Lifestyle
•
Real estate
FAQ
What do you need to get started?
I need access to your Close CRM account, the apps you want connected, and a brief explanation of the process you want to automate.
Can you integrate Close CRM with other applications?
Yes. I can use Zapier to connect Close CRM with supported apps such as Google Sheets, forms, calendars, Slack, email marketing platforms and other business tools.
