I will set up close CRM workflows and sales automation
CRM Automation And Integration Specialist
About this Gig
Want a cleaner sales pipeline and less manual work inside Close CRM?
I will help you set up, customize, and automate Close CRM around your sales process.
MY SERVICES INCLUDE:
- Close CRM setup and configuration
- Sales pipeline and stage setup
- Lead and contact organization
- Workflow automation
- Lead assignment and follow-up workflows
- Task and notification automation
- CRM integrations
- Zapier connections, where supported
- Data mapping and synchronization
- Troubleshooting existing workflows
Whether you are setting up Close CRM for the first time or improving an existing system, I focus on practical workflows that help you manage leads and sales activities more efficiently.
BEFORE ORDERING:
Please share your desired workflow, pipeline requirements, and any apps you want to connect. For complex integrations or custom API work, contact me first so we can confirm the scope.
Let's build a more organized sales workflow with Close CRM!
Software:
Close.io
Industry:
Business services & consulting
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E-Commerce
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Software
FAQ
Can you set up Close CRM from scratch?
Yes. I can help configure the CRM around your requirements and sales process.
Can you build sales pipelines?
Yes. I can configure pipeline stages based on the process you provide.
Can you automate lead follow-ups?
Yes, depending on your Close CRM configuration and the available workflow features.
Can you connect Close CRM to Zapier?
Yes, where the required integration and actions are supported.
Can you fix existing workflows?
Yes. Share the current setup and the problem so I can assess the work.
Do I need an existing Close CRM account?
For a new setup, we can discuss your requirements first. Access and account permissions may be needed to implement and test the work.

