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Fiverr Pro
English
$
USD
I will setup hubspot CRM and workflow automation
Your project partner for success
I help businesses turn slow, confusing websites into Squarespace sites that actually bring in customers. My focus: clean design, fast load times, a mobile experience that works, and search visibility ...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Your CRM should save your team time not create more work
If leads are getting lost, follow ups are being missed, your pipeline feels disorganised, or your team is still handling repetitive tasks manually, it may be time to rethink how your system is set up
I build or optimise a clean, practical CRM and automation system around your actual sales process
This can include:
- CRM setup & customisation
- Sales pipeline configuration
- Contact, company & deal properties
- Workflow automation
- Lead routing & follow ups
- Task and internal notifications
- Email automation
- Deal-stage automation
- Forms & lead capture
- CRM cleanup and optimisation
Whether you are starting from scratch or fixing an existing setup, I will help create a system that keeps your data organised, reduces repetitive work, and makes it easier to move leads through your sales process
No unnecessary complexity. Just a smarter setup built around how your business works
Ready to stop managing everything manually?
Send me a message and tell me what you want to organise or automate. Let's build a system that works for you
Software:
HubSpot
My Portfolio
FAQ
What do you need to start my HubSpot CRM setup
I will need access to the relevant account and information about your sales process, pipeline stages, lead journey, and the tasks you want to automate
Can you set up a CRM from scratch
Yes. I can configure the basic structure, properties, pipelines, lead organisation, and automation needed for your business
Can you work on an existing account
Absolutely. I can review and improve an existing setup, including pipelines, properties, workflows, organisation, and automation
Can you create custom workflows
Yes. I can build workflows for lead assignment, follow-ups, task creation, notifications, record updates, and other repetitive processes
Can you automate lead follow up
Yes. I can create an automated follow-up process based on your lead journey and business requirements
Can you set up a sales pipeline
Yes. I can configure your pipeline stages, properties, automation triggers, and related processes to match your sales cycle
Can you clean up my existing CRM
Yes. I can help organise records, properties, pipelines, and workflows to make your system easier to manage
Can you automate repetitive sales tasks
Yes. Depending on your requirements and subscription, I can automate tasks such as notifications, record updates, assignments, and follow up actions
Can you integrate other tools with HubSpot
Yes, where the required integration and access are available. Please message me before ordering if your project involves a specific third-party tool
Can you customise the setup for any type of business
Yes. I work with different business models and can structure the system around your particular sales process, lead journey, and operational needs
