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I will setup zoho CRM hubspot jobnimbus clean migrate automation data deduplication
CRM Migration, Automation and Invoice Sync Specialist
HI, I'm Eni, and thank you for stopping by. I help small businesses and home service teams make their CRM and accounting tools work together, so leads, deals, and invoices stay accurate without manual...
About this Gig
SETUP ZOHO CRM, HUBSPOT, JOBNIMBUS: CLEAN, MIGRATE, AUTOMATION & DATA DEDUPLICATION.
Ever called the same lead twice because your CRM held two copies of them? Or watched a roofing estimate vanish between JobNimbus and your inbox?
Messy contact lists, duplicate deals, and half-built pipelines quietly cost home service teams real jobs. A CRM only helps when the data inside it is trustworthy.
I handle the full run: setup of Zoho CRM, HubSpot, or JobNimbus, a proper clean-up, careful migration, and automation that does the repetitive follow-up for you.
What you get:
- Data deduplication across contacts, companies, and deals
- Clean migration between Zoho CRM, HubSpot, and JobNimbus
- Custom fields, pipelines, and stages built around your sales process
- Automation for lead assignment, reminders, and estimate follow-ups
- A backup of your original data before anything changes
Ive spent years untangling CRM setups for contractors and small service teams, so I know where duplicates hide and which automations are worth building.
Send me a message with your current CRM and a rough record count, and Ill tell you which package fits before you order.
FAQ
Can you migrate between Zoho CRM, HubSpot, and JobNimbus in any direction?
Any direction works. Fields, notes, deals, and activity history are mapped first, so records land where they belong.
How does data deduplication actually work on my records?
I match on email, phone, name, and company, then review borderline cases with you before anything is merged.
Is my original data safe during a CRM migration?
A full export is saved before any change is made, so you always have a rollback copy.
I only use JobNimbus. Is this gig still relevant?
Very much. JobNimbus setup for roofers, restoration crews, and other contractors is a core part of the work: boards, workflows, cleanup, and automations.
How many records are covered by each package?
Basic covers up to 2,000 contacts and Standard up to 10,000. Bigger databases are quoted through a custom offer.
What kind of automation can you build?
Lead assignment, estimate follow-up emails or texts, task reminders, and status-change triggers. I use native workflows first, then Zapier or Make when needed.
Do I need a paid CRM account before ordering?
You need an active account with admin access. A trial plan is often enough for the cleanup and mapping stage.
How long does a clean-up and migration take?
Small cleanups are quick, while full builds with workflows take longer. The delivery time on each package is the starting point.
My data is scattered across old spreadsheets and exports. Is that a problem?
Send it as it is. CSV and XLSX files are fine, and I’ll standardize the columns before importing.
Will my team know how to use the CRM afterward?
Premium includes a short walkthrough of the pipelines and automations, so your team knows what runs and why.
