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I will automate hubspot salesforce workflows
Rami D
About this gig
Need help cleaning up or automating your HubSpot or Salesforce workflows?
I help businesses improve CRM processes by setting up practical automation for sales, marketing, service, and RevOps teams.
I can help with:
HubSpot workflows
Salesforce automation
Lead routing
Deal stage automation
Task creation
Owner assignment
Follow-up reminders
CRM field updates
Email or Slack alerts
Reporting inputs
Sales and service handoffs
API-based workflow connections
My focus is not just creating workflows. I help make sure the automation matches your real business process, reduces manual work, and keeps CRM data accurate.
Basic: I review your current HubSpot or Salesforce workflow and provide an improvement plan.
Standard: I build one HubSpot or Salesforce workflow.
Premium: I set up advanced CRM workflow automation with routing, tasks, alerts, testing, and handoff.
Please message me before ordering so I can confirm the CRM, access, workflow rules, and package.
Larger HubSpot, Salesforce, API, or RevOps projects may require a custom offer after scope review.
Get to know Rami D
Rami D
AI Sales Workflow Automation Expert HubSpot and Salesforce
- FromUnited States
- Member sinceJun 2026
- Avg. response time2 days
Languages
English
I help businesses automate sales workflows using AI, HubSpot, Salesforce, n8n, Make, Zapier, Slack, and API integrations.
I focus on lead routing, follow-ups, CRM updates, task creation, handoffs, notifications, and reporting workflows. My goal is to reduce manual work, improve response speed, and keep CRM data cleaner.
I bring 20+ years of CRM, ERP, HubSpot, Salesforce, integration, automation, and business process experience to build practical workflows that fit the tools your team already uses.
FAQ
Question: Can you work with both HubSpot and Salesforce?
Answer: Yes. I can work with HubSpot, Salesforce, or both. I can help with workflows, lead routing, CRM updates, task creation, owner assignment, notifications, and sales or service automation.
Question: Is the Basic package for implementation?
Answer: No. The Basic package is for reviewing your current workflow and providing an improvement plan. If you need workflow setup or implementation, please choose the Standard or Premium package.
Question: Can you fix or improve an existing workflow?
Answer: Yes. I can review existing HubSpot or Salesforce workflows, identify issues, clean up logic, improve automation steps, and help make the process more reliable.
Question: Can you connect HubSpot and Salesforce with other tools?
Answer: Yes. Depending on the package, I can help connect HubSpot or Salesforce with tools like Slack, email, forms, Make, Zapier, APIs, Google Sheets, and other business systems.
Question: What do you need from me to start?
Answer: I need to know which CRM you use, what workflow you want to automate, what should trigger the workflow, what should happen after it runs, and whether you have admin access.
Question: What if my workflow is more complex than the package?
Answer: Larger HubSpot, Salesforce, API, or RevOps projects may require a custom offer after scope review. Please message me first so I can confirm the right scope and price.
