I will real estate hvac crm migration lead follow up med spa lead bookings automation


About this gig
Losing CRM data, HVAC leads, customer records or appointment history during a migration can create costly follow-up gaps.
I migrate and connect CRM systems while rebuilding HVAC CRM, lead follow-up, HVAC automation, appointment booking, SMS automation, email automation, and pipeline management workflows.
Here's what my service includes:
- CRM migration
- HVAC CRM
- Data migration
- Field mapping
- Lead migration
- Pipeline mapping
- Lead follow-up
- HVAC automation
- SMS automation
- Email automation
- Appointment booking
- Customer follow-up
- Workflow migration
- Lead tagging
- CRM integration
Platforms I work with:
HubSpot · GoHighLevel · Zoho CRM · ActiveCampaign · Salesforce · Pipedrive · HubSpot Marketing Hub · Keap · Jobber · ServiceTitan · Housecall Pro · Buildertrend · JobNimbus · AccuLynx · Twilio · Zapier · Make · n8n · Facebook Lead Ads · Calendly · Google Sheets
I test migrated data and workflows and provide documentation plus a Loom walkthrough.
GET FREE 30 DAYS SUPPORT ON YOUR FIRST ORDER
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Get to know Degoke O
HVAC Cleaning Roofing Companies CRM Setup Integration And Automation Expert
- FromNigeria
- Member sinceDec 2024
- Avg. response time1 hour
- Last delivery1 year
Languages
English
My Portfolio
FAQ
Q1: What do you need to set up DKIM, SPF, and DMARC for my domain?
I’ll need access to your domain DNS records (through your hosting provider or domain registrar) to add the authentication records correctly.
Q2: Can you work on existing HubSpot setups?
Yes — I can audit and fix any existing HubSpot configuration without interrupting your live workflows or contacts.
Q3: How do I know if my DKIM/SPF are working?
After setup, I’ll verify all records and provide you with a test report showing your domain’s email authentication status.
Q4: Do you offer analytics integration?
Yes — I can connect HubSpot with Google Analytics, Tag Manager, or other platforms for accurate lead and conversion tracking.
Q5: Is my account and data secure during the setup?
Absolutely. I use secure access only (temporary collaborator invites) and follow strict privacy practices — your data remains safe.
Q6: Will you provide support after delivery?
Yes, I include support during the revision period, and ongoing maintenance can be arranged if needed.
Q7: Can you integrate HubSpot with my website?
Of course — I can connect HubSpot forms, popups, tracking code, and CRM data to any website or CMS platform.

