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$
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I will setup microsoft dynamics 365 dealcloud redtail hubspot oracle CRM wealthbox xero
Chioma
About this gig
Hello welcome to my workspace!
Are you struggling to manage clients, track leads, organize financial records, or connect your CRM with other business applications? I can help you set up CRM systems, integrate your business tools, and automate repetitive tasks to improve your daily operations.
My CRM integration and workflow automation services include:
- Microsoft Dynamics 365 CRM setup and integration
- DealCloud CRM configuration and workflow automation
- Redtail CRM setup for financial advisors
- HubSpot CRM integration and lead management
- Oracle CRM setup and data synchronization
- Wealthbox CRM integration for wealth management
- Xero accounting integration and financial workflows
- CRM data migration and contact synchronization
- Lead capture, pipeline management, and deal tracking
- Automated emails, reminders, and follow-ups
- Client onboarding and task automation
- API, webhook, Zapier, and Make.com integrations
- Reports, dashboards, and workflow optimization
- Google Sheets, forms, and third-party app integration
Let's connect your systems, reduce manual work, and make client management easier.
Get to know Chioma
Chioma
EXTRAORDINARY FREELANCER
- FromNigeria
- Member sinceOct 2026
Languages
English
I help businesses connect their tools, automate repetitive tasks, and build efficient workflows that save time and reduce manual work. I work with Calendly, Twitch, Unbounce, Airtable, Firebase, Smartsheet, Typeform, Wrike, and Odoo for app integrations, form automation, appointment scheduling.
From API integrations and data synchronization to workflow configuration and testing, I deliver practical solutions based on your needs. Whether you're a startup, agency, or growing company, let's connect your app, and build workflows that support your business goals!
FAQ
Can you integrate Microsoft Dynamics 365, HubSpot, and Oracle CRM?
Yes. I can help configure CRM workflows and connect supported applications using available native integrations, automation platforms, APIs, or webhooks, depending on your access and requirements.
Do you work with DealCloud, Redtail, and Wealthbox?
Yes. I can assess your required workflow, available integration options, permissions, and API access before recommending an implementation.
Can you connect Xero with my CRM?
Yes, where supported. Possible workflows include customer synchronization, invoice-related updates, and accounting notifications, subject to the platforms' available permissions and integration capabilities.
Can you migrate my existing CRM contacts and records?
Yes. I can assist with data mapping, supported import or export methods, duplicate checks, and validation. The scope depends on the source and destination systems.
What do you need before starting?
Please provide the platforms involved, the workflow you want to automate, the expected result, and confirmation that the necessary accounts and permissions are available
