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English
$
USD
I will do crm automation, crm integration, and hubspot workflow
Certified CRM Specialist and Marketing Automation Expert
Hi, I'm Gloria. I help businesses, agencies, and sales teams set up and improve CRM systems around their sales process.
I work with HubSpot, Zoho, GoHighLevel, and Pipedrive, offering CRM setup, data...
About this Gig
Your CRM holds the data, but nothing happens with it. Leads sit unassigned, follow-ups depend on someone remembering, and your tools do not talk to each other.
I build CRM automation and integrations for HubSpot, Zoho, and Pipedrive. The result is a system that routes every lead, triggers the right follow-up, and keeps your data in sync without manual work.
What this gig delivers:
- CRM workflow automation: lead routing, assignment rules, stage triggers
- Automated follow-up sequences tied to deal stage and activity
- Email and calendar sync, plus lead capture form connections
- CRM integrations with your stack: Slack, Zapier, webhooks, and APIs
- Two-way data sync between your CRM and other business tools
- Task, notification, and reminder automation for your sales team
- Reporting dashboards so you can see what the automation is doing
My 3-step process:
- Audit: We map your current process and find where leads are lost.
- Build: I configure workflows and integrations, then test each trigger.
- Handoff: A walkthrough video and documentation of every automation.
Message me before ordering so we can confirm your stack and pick the right package.
Software:
HubSpot
FAQ
Can you automate my crm workflows and lead assignment?
Yes. I build workflows that assign leads by owner, source, or territory, trigger follow-up tasks, and move deals between stages automatically.
Can you integrate my crm with other tools I use?
Yes. Slack, Zapier, webhooks, and direct API connections are all part of the build, with each integration tested end to end before handoff.
Do you work with hubspot, zoho, and pipedrive?
Yes, all three. Workflows and integrations are built natively in each platform, or through Zapier and APIs where a native connection does not exist.
Can you fix automations that already exist but are not working?
Yes. I audit existing workflows, find where triggers or conditions are failing, and rebuild them so they fire reliably.
Will I get documentation for the automations you build?
Yes. You get a walkthrough video plus written documentation of every workflow, trigger, and integration so your team can maintain it.
