I will setup boldtrail kvcore lofty gohighlevel follow up boss crm setup
AI Automation Specialist n8n CRM and Self Hosted AI Agent Systems
About this Gig
Struggling with a real estate CRM that's costing you leads instead of closing deals?
I set up and fix real estate CRM systems for solo agents, teams, and brokerages Follow Up Boss, BoldTrail (kvCORE), Lofty, and GoHighLevel. Whether setup was never finished or leads are falling through broken webhooks, I'll rebuild it into a system that converts.
What I Offer:
- Full CRM setup and configuration (pipelines, stages, tagging)
- Lead source integration: Zillow, Realtor.com, Meta Ads, IDX sites
- Zapier/webhook setup and broken-integration troubleshooting
- Custom Smart Campaigns and drip sequences (buyer, seller, sphere)
- Squeeze pages, landing pages, and IDX website connections
- Team lead routing, ponds, and round-robin distribution rules
- kvCORE-to-BoldTrail migration and field mapping
- GoHighLevel sub-account setup, funnels, and automation
Tools Used:
- Follow Up Boss
- BoldTrail
- kvCORE
- Lofty
- GoHighLevel
- Zapier
- Showcase IDX
- WordPress/Elementor
- n8n
I test every automation with synthetic leads before handoff. Message me with your current setup or biggest pain point I'll tell you honestly what it takes to fix it.
Software:
Lofty
My Portfolio
FAQ
Do you work with BoldTrail (formerly kvCORE) or just the old system?
Both including migrating legacy kvCORE accounts into the rebranded BoldTrail environment with full field mapping.
Can you connect Zillow Premier Agent, Realtor.com, and Meta Ads to my CRM?
Yes I set up forwarding rules, tracking pixels, and Zapier webhooks so leads route in automatically with the right tags.
My drip campaigns feel generic and robotic can you fix that?
Yes, I replace default sequences with custom Smart Campaigns built around your actual lead behavior, not templates.
Do you build BoldTrail Squeeze Pages and Landing Pages?
Yes, including single-property, polygon-boundary, market report, and home valuation squeeze links with hashtag-triggered campaigns.
I use Follow Up Boss with a custom WordPress/Elementor site can you connect it?
Yes, I integrate Showcase IDX or iHomefinder with FUB via API so contacts, saved searches, and behavior sync automatically.
Do you set up lead ponds and round-robin routing for my team?
Yes, including reassignment timers, pipeline reports, and accountability tracking for team leaders and brokers.
Can you fix a webhook that stopped sending leads?
Yes, this is one of the most common issues I fix mismapped fields are usually the cause and I test end-to-end after.
Do you work with GoHighLevel for real estate too?
Yes sub-account setup, funnels, and automation, often alongside FUB or Lofty for lead capture.
How do you test everything before handoff?
I run synthetic test leads through every connected channel to confirm parsing, tagging, and routing work correctly.
Can you migrate my data from another CRM into BoldTrail or Lofty?
Yes, including database cleanup, duplicate handling, and custom field mapping from your old system.

