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Fiverr Pro
English
$
USD
I will set up monday com, monday CRM, zoho crm, hubspot, with make com and zapier
Gig Summary
Wix Expert, Monday Expert, Email Marketing Expert, Virtual Assistant
Hello, I'm Sarah, a skilled website designer, project manager, email marketer, and social media manager. With my years of experience, you can depend solely on me to provide exquisite and prompt servic...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
What people loved about this freelancer
annabellstyle
United States
This was an amazing session. Sarah was knowledgeable, patient, and explained everything in a way that was easy to understand. I came in with several questions...
bethsheba535
United States
Great experience working with Sarah. She understood my monday.com requirements quickly, delivered exactly what I needed and was responsive through out the project. Highly recommended
lorigrady
United States
Working was awesome as usual, She always does an exceptional job for me. I would highly recommend her to my family, friends and clients. I would not hesitate...
soniabarr
United States
I enjoyed working with Sarah, she understood exactly what I was looking for and she made sure that the job was satisfactory to my specifications.
mitchellbarg
United States
I consulted Sarah for better ways i could make use of monday.com to simplify my business system, and she was able to understand exactly what i wanted and made...
About this Gig
Your CRM should do more than store contacts. It should capture leads, move deals forward, trigger follow-ups, and reduce repetitive work.
I will set up Monday.com, Monday CRM, Zoho CRM, or HubSpot CRM and connect it with Make.com or Zapier to build automated workflow.
I can handle:
- CRM setup and customization
- Sales pipeline and lead management
- Lead capture forms and routing
- Custom fields, stages, views and dashboards
- CRM workflows and automations
- Make.com and Zapier integrations
- API, webhook and third-party integrations
- Automated tasks, notifications and follow-ups
- CRM migration and cleanup
- CRM troubleshooting and optimization
I can automate lead capture, lead assignment, follow-ups, deal-stage updates, data syncing, task creation, and notifications.
Whether you need a new CRM setup, CRM migration, integration, or automation fix, Ill build a practical system.
Platforms: Monday.com | Monday CRM | Zoho CRM | HubSpot | Make.com | Zapier
Message me with your CRM requirements before ordering.
Built for businesses that need their CRM, sales process, and apps working together.
Software:
Monday
My Portfolio
FAQ
My Monday CRM is messy and difficult to manage. Can you reorganize it?
Yes. I can clean up your existing Monday CRM, restructure boards and pipelines, remove unnecessary fields or workflows, improve automations, and organize the workspace around your actual sales process.
My CRM isn't sending leads to the right person. Can you fix the routing?
Yes. I can troubleshoot your lead-routing workflow and set up rules that automatically assign leads based on criteria such as source, location, service, team member, or pipeline stage.
My Make.com or Zapier automation stopped working. Can you troubleshoot it?
Yes. I can investigate failed scenarios, broken triggers, incorrect field mapping, filters, webhooks, permissions, and other integration issues and fix the underlying workflow.
I have leads coming from different sources. Can you put them into one CRM?
Yes. I can connect your lead sources to Monday CRM, HubSpot, or Zoho CRM so new leads are captured, organized, and routed automatically instead of being entered manually.
My CRM has duplicate contacts and inconsistent data. Can you clean it up?
Yes. I can help identify duplicate or poorly structured records, clean your CRM data, standardize fields, and improve the workflow to reduce future duplicates.
I need my CRM to automatically follow up with leads. Can you build that?
Yes. I can create automated follow-up workflows using your CRM, Make.com, or Zapier to trigger tasks, notifications, emails, status updates, and other actions based on your lead or deal activity.
Can you connect my CRM to another app that doesn't have a direct integration?
Yes. Where supported, I can use Make.com, Zapier, webhooks, or APIs to connect your CRM with applications that don't have a native integration.
My team isn't updating the CRM consistently. Can you make the process more automated?
Yes. I can reduce manual data entry by automating repetitive updates, task creation, notifications, lead assignment, status changes, and data synchronization.
I'm moving from another CRM. Can you migrate everything to Monday CRM, HubSpot, or Zoho?
Yes. I can help map your existing fields and workflows, migrate your data, restructure the new CRM, and set up the necessary automations after migration.
My CRM works, but I know the workflow could be much better. Can you audit it?
Yes. I can review your existing CRM structure, automations, integrations, pipelines, and data flow, identify workflow issues, and recommend practical improvements.
Reviews
73 reviews for this Gig
| (69) | ||
| (3) | ||
| (0) | ||
| (1) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A annabellstyle
United States
This was an amazing session. Sarah was knowledgeable, patient, and explained everything in a way that was easy to understand. I came in with several questions about monday.com, and by the end of the session, I had much clearer understanding of how to use and manage everything myself. The session was...
$50-$100
Price
1 day
Duration
Helpful?B bethsheba535
United States
Great experience working with Sarah. She understood my monday.com requirements quickly, delivered exactly what I needed and was responsive through out the project. Highly recommended
$50
Price
3 days
Duration
Helpful?L 
lorigrady
United States
Ongoing collaborationWorking was awesome as usual, She always does an exceptional job for me. I would highly recommend her to my family, friends and clients. I would not hesitate to do future projects with her. She is excellent to work with.
$100-$200
Price
6 days
Duration
Helpful?S soniabarr
United States
Ongoing collaborationI enjoyed working with Sarah, she understood exactly what I was looking for and she made sure that the job was satisfactory to my specifications.
$200-$400
Price
13 days
Duration
Helpful?M mitchellbarg
United States
Ongoing collaborationI consulted Sarah for better ways i could make use of monday.com to simplify my business system, and she was able to understand exactly what i wanted and made great recommendation on my needs...I knowledge for monday.com and creating system is so high and I would definitely use her again
$50
Price
3 days
Duration
Helpful?
Reviews
73 reviews for this Gig
| (69) | ||
| (3) | ||
| (0) | ||
| (1) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A annabellstyle
United States
This was an amazing session. Sarah was knowledgeable, patient, and explained everything in a way that was easy to understand. I came in with several questions about monday.com, and by the end of the session, I had much clearer understanding of how to use and manage everything myself. The session was...
$50-$100
Price
1 day
Duration
Helpful?B bethsheba535
United States
Great experience working with Sarah. She understood my monday.com requirements quickly, delivered exactly what I needed and was responsive through out the project. Highly recommended
$50
Price
3 days
Duration
Helpful?L lorigrady
United States
Ongoing collaborationWorking was awesome as usual, She always does an exceptional job for me. I would highly recommend her to my family, friends and clients. I would not hesitate to do future projects with her. She is excellent to work with.
$100-$200
Price
6 days
Duration
Helpful?S soniabarr
United States
Ongoing collaborationI enjoyed working with Sarah, she understood exactly what I was looking for and she made sure that the job was satisfactory to my specifications.
$200-$400
Price
13 days
Duration
Helpful?M mitchellbarg
United States
Ongoing collaborationI consulted Sarah for better ways i could make use of monday.com to simplify my business system, and she was able to understand exactly what i wanted and made great recommendation on my needs...I knowledge for monday.com and creating system is so high and I would definitely use her again
$50
Price
3 days
Duration
Helpful?
