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I will build and optimize hubspot CRM workflows and automation
HubSpot CRM Automation RevOps Expert
I am a HubSpot CRM and Marketing Automation expert helping businesses build scalable marketing and sales systems.
I specialize in CRM setup, workflow automation, pipelines, lifecycle stages, lead nur...
About this Gig
Need reliable HubSpot automation without overcomplicating your CRM?
I am a HubSpot-certified specialist focused on building, fixing, and optimizing workflows that improve lead management, internal processes, and customer follow-up.
What I can help you with:
Workflow creation and troubleshooting
Enrollment triggers and re-enrollment rules
If/then branches and conditional logic
Property updates and lifecycle automation
Lead assignment, tasks, and internal notifications
Pipeline stage automation
Workflow testing and error prevention
Documentation and team training
Every workflow is built around a defined business objective, tested before delivery, and structured so your team can understand and maintain it.
This Gig is designed for clearly scoped HubSpot workflow projects. Full CRM implementations, custom integrations, complex data migrations, and ongoing account management require a custom offer.
Please message me before ordering if your project involves multiple pipelines, external integrations, or an undocumented HubSpot portal.
Software:
HubSpot
My Portfolio
FAQ
What HubSpot subscription do I need?
HubSpot workflows generally require a Professional or Enterprise subscription. Available actions depend on your HubSpot products and plan. Please confirm your subscription before ordering.
Is training included?
A training session is included in the Premium package. Basic and Standard buyers can add training as an extra service. Documentation is included only where specified in the package.
Can you fix an existing HubSpot workflow?
Yes. I can troubleshoot enrollment issues, incorrect branches, duplicate actions, property updates, notifications, delays, and other workflow problems within the selected package scope.
What types of workflows can you build?
I can build contact, company, deal, ticket, and custom object workflows, depending on your HubSpot subscription. This includes lead routing, notifications, tasks, property updates, and pipeline automation.
Will you activate the workflows immediately?
I will test the workflow configuration before activation. For sensitive or high-volume automations, I may recommend reviewing the final setup together before turning it on.
