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I will setup salesforce hubspot pipedrive lead follow up automation
Joseph Madison
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About this gig
Need a better way to manage leads and automate your sales process?
I will set up Salesforce, HubSpot, or Pipedrive automation to help you manage leads, organize your pipeline, and keep your sales process running efficiently.
I can create customized CRM workflows based on your business requirements, including lead assignment, email notifications, task creation, pipeline updates, reminders, lead nurturing, and other repetitive sales processes.
My services include:
- Salesforce automation and workflows
- HubSpot workflows and lead automation
- Pipedrive automation and pipeline setup
- Lead assignment and management
- Automated email notifications
- Sales pipeline automation
- Task and reminder automation
- Lead nurturing workflows
- CRM data organization
- Workflow triggers and conditions
I will build your automation around your existing sales process and make sure the workflow is organized, practical, and easy to manage.
Whether you need a simple CRM workflow or a more advanced automation system, I can help you streamline repetitive tasks and improve your lead management process.
Send me a message with your requirements before placing your order.
Get to know Joseph Madison
Joseph Madison
Odoo CRM ERP Automation Specialist Inventory Business Workflows
- FromUnited States
- Member sinceSep 2026
Languages
English, French, Spanish, Italian, German
I’m an Odoo CRM and ERP automation specialist helping businesses organize operations, automate repetitive processes and manage customer and inventory data more efficiently. I work with Odoo CRM inventory sales workflows and Zapier integrations to create practical systems tailored to business needs. From configuring CRM pipelines and inventory workflows to connecting Odoo with external applications I focus on clean implementation, and reliable processes. Whether you need a new Odoo setup or want to improve an existing system I can help turn manual processes into organized efficient workflows.
My Portfolio
FAQ
What CRM platforms do you work with?
I work with Salesforce, HubSpot, and Pipedrive for lead follow-up, sales workflows, pipeline automation, and CRM organization.
Can you set up automated lead follow-up workflows?
Yes. I can create workflows that automatically assign leads, create follow-up tasks, send notifications, update lead statuses, and trigger actions based on your requirements.
Can you automate lead assignment and routing?
Yes. I can configure lead assignment and routing based on criteria such as lead source, location, sales representative, or other CRM fields.
Can you automate follow-up tasks and reminders?
Yes. I can set up automated tasks, reminders, notifications, and follow-up actions to help keep leads moving through your sales process.
Can you set up follow-up automation in an existing CRM?
Yes. I can work with your existing Salesforce, HubSpot, or Pipedrive setup and improve or restructure your current workflows.
Can you automate different follow-ups based on lead status?
Yes. Workflows can be configured to trigger different actions depending on lead status, pipeline stage, activity, or other available conditions.
