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I will setup hubspot zoho monday CRM gohighlevel honeybook clickup zapier integration
Gig Summary
CRM MANAGEMENT AND AUTOMATION EXPERT
Hi, I'm Heritage, a CRM, Automation & Digital Solutions Expert dedicated to helping businesses streamline operations and scale efficiently. I specialize in CRM implementation, AI automation, workflow ...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Running your business shouldn't mean wasting hours on manual tasks, missed follow-ups, or disconnected systems. I help businesses build smart CRM and AI-powered automation systems that streamline operations, improve lead management, automate sales processes, and increase customer engagement.
Whether you're a startup, agency, coach, consultant, real estate team, service business, or growing company, I'll design a scalable CRM solution tailored to your workflowso you can save time, improve efficiency, and focus on growing your business.
What you'll get:
- CRM Setup & Configuration
- Workflow Automation
- AI Automation
- Sales Pipeline Setup
- Lead Management
- Contact Segmentation
- Email Automation
- SMS Automation
- Appointment Automation
- Sales Funnel Integration
- Form Integration
- Landing Page Integration
- Zapier & Make Integrations
- API & Webhook Connections
- CRM Migration
- Data Import & Cleanup
- Dashboard & Analytics
- Custom Fields & Tags
- User Roles & Permissions
- Task Automation
- Third-Party Integrations
- Payment System Integration
- Calendar Synchronization
- Automation Troubleshooting
- Ongoing CRM Support
Ready to automate your business and eliminate repetitive work? Send me a Message!
Software:
HubSpot
My Portfolio
FAQ
What CRM platforms do you work with?
I specialize in Lofty, KV Core, and Follow Up Boss, but I can also discuss your needs for other real estate CRMs.
Can you handle tasks for different industries?
Absolutely! My expertise extends across various industries, tailoring my services to meet the unique needs of each.
Do you work with all HubSpot products and plans?
Yes, I have experience working with HubSpot Marketing, Sales, Service, and CMS Hubs across Starter, Professional, and Enterprise plans.
Can you improve my existing setup instead of starting from scratch?
Absolutely! I can review your current workspace, fix issues, optimize automations, and make your system more efficient.
Which platform do you recommend for my business?
That depends on your workflow. I’ll help you choose between Hubspot crm, Pipedrive, Zoho CRM, Monday.com, ClickUp, Notion, Trello, Asana, or others — based on your team size, goals, and preferences.
Can you build more advanced automations or connect external tools?
Yes. I work with Make, Zapier and n8n to build routing, lead assignment, notifications and two-way integrations.
Will you also set up the full Pipedrive account?
Yes. I set up everything; pipelines, fields, automations, integrations and dashboards, so your team can start using it immediately.
Can you integrate multiple Zoho apps so data syncs automatically?
Yes. I set up workflow, API, and native integrations across the entire Zoho One suite.
My services
Lofty crm//Pipedrive//Hubspot crm// honeybook//Zoho CRM, Asana, ClickUp// Jotform//Typeform// Monday crm, Trello, Zapier integration//Make.com//n8n//
What CRM platforms do you work with?
I specialize in Lofty, KV Core, and Follow Up Boss, but I can also discuss your needs for other real estate CRMs.
Reviews
22 reviews for this Gig
| (21) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (1) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
R 
rollex_world
Nigeria
Great seller! Everything was completed exactly as requested. The workflow works perfectly, delivery was on time, and communication was excellent. I highly recommend this seller and will definitely be back for future automation projects.
$50
Price
4 days
Duration
Helpful?A andyschildhorn
Canada
Ongoing collaborationThank you for your patience. It was a learning curve for both of us. I look forward to doing more work in Notion
$200-$400
Price
4 months
Duration
Helpful?A andyschildhorn
Canada
Ongoing collaborationThank you for your fine work. It tood a while however it was well worth it
$100-$200
Price
4 months
Duration
Helpful?O 
olaris_lucas
Nigeria
Ongoing collaborationVery satisfied with the service. The Zapier automation between Google Sheets and Slack was set up perfectly, and the notifications are working exactly as expected. Mayowa understood the requirements clearly, communicated well, and delivered everything on time. Highly recommended for Zapier integrations and workflow automation.
$50-$100
Price
4 days
Duration
Helpful?V 
victoriamia0
Nigeria
Heritage was knowledgeable, patient, and clearly understood how Facebook Lead Ads and HubSpot integrations work. She explained the process in a very clear and professional way, identified the issues quickly, and gave solid recommendations for improving our lead automation workflow
$50
Price
1 day
Duration
Helpful?
Reviews
22 reviews for this Gig
| (21) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (1) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
R rollex_world
Nigeria
Great seller! Everything was completed exactly as requested. The workflow works perfectly, delivery was on time, and communication was excellent. I highly recommend this seller and will definitely be back for future automation projects.
$50
Price
4 days
Duration
Helpful?A andyschildhorn
Canada
Ongoing collaborationThank you for your patience. It was a learning curve for both of us. I look forward to doing more work in Notion
$200-$400
Price
4 months
Duration
Helpful?A andyschildhorn
Canada
Ongoing collaborationThank you for your fine work. It tood a while however it was well worth it
$100-$200
Price
4 months
Duration
Helpful?O olaris_lucas
Nigeria
Ongoing collaborationVery satisfied with the service. The Zapier automation between Google Sheets and Slack was set up perfectly, and the notifications are working exactly as expected. Mayowa understood the requirements clearly, communicated well, and delivered everything on time. Highly recommended for Zapier integrations and workflow automation.
$50-$100
Price
4 days
Duration
Helpful?V victoriamia0
Nigeria
Heritage was knowledgeable, patient, and clearly understood how Facebook Lead Ads and HubSpot integrations work. She explained the process in a very clear and professional way, identified the issues quickly, and gave solid recommendations for improving our lead automation workflow
$50
Price
1 day
Duration
Helpful?
