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$
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I will migrate setup automate monday hubspot zoho attio close pipedrive CRM quickbooks
CRM Automation Specialist, HubSpot, Pipedrive, Monday, Zapier, Make YouTube
Welcome, I help startups and agencies automate sales and operations using Monday, HubSpot, Zoho, Attio, Close, Pipedrive, QuickBooks, Covera, SAP, Lofty CRM, Streak, CRM One, Fathom, Nooks, Podio, Job...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
What people loved about this freelancer
angel_syntherio
United States
Amazing work! The freelancer did a great job organizing my data, cleaning up duplicates, and setting everything up my pipelines properly. Communication was...
marydelima
Nigeria
Took my project very serious and I love that. Worked on my odoo crm form and field customization and also figured out another issue with y existing automation...
angel_syntherio
United States
The freelancer did well with my business planning, responds well and made a good visualization of my pipeline. Thank you
About this Gig
Need to migrate, set up, or automate your CRM without losing valuable data? I can help! I specialize in CRM migration, CRM setup, workflow automation, pipeline customization, data import, integrations, and optimization for Monday, HubSpot, Zoho, Attio, Odoo, Salesforce, Close, and Pipedrive.
I will configure your system to match your business process and help you save time and improve your sales workflow.
WHAT I OFFER
- CRM Setup and Configuration
- CRM Migration Between Platforms
- CRM Data Import and Transfer
- Data Mapping and Field Matching
- Data Cleanup and Deduplication
- Contacts, Leads, Companies and Deal Migration
- Custom Fields and Object Configuration
- Sales Pipeline and Deal Stage Setup
- CRM Customization and Optimization
- Workflow and Sales Process Automation
- Lead Capture and Lead Routing
- Lead Assignment and Follow-Up Automation
- Email Sequences and Lead Nurturing
- Task and Appointment Automation
- AI-Powered Lead Qualification and Scoring
- CRM Integration with Websites and Forms
- Zapier and Make.com Automation
- API and Webhook Integration
- Slack, Google Workspace and Calendar Integration
- CRM Troubleshooting and Workflow Fixes
- Data Validation and Migration Testing
Kindly contact me now
Software:
Salesforce
Other Software Management Services I Offer
FAQ
Can you migrate my CRM data without losing custom fields, notes, deals, and activity history?
Yes. I can review your source and destination CRM, map supported fields, and migrate the agreed data while checking for duplicates and inconsistencies. The exact records and history that can be transferred depend on the platforms and available export or API options.
Can you work with a CRM or integration that is not listed in your gig packages?
Yes. If you use another CRM, need a complex integration, or require a combination of migration, customization, and automation services, send me a message with your requirements. I can review your project and offer a custom solution that fits your needs and budget.
What do you need from me before starting the project?
Please share the CRM platforms involved, the tasks you want completed, the approximate volume of data if migration is required, and any integrations or automation requirements. You can also contact me before ordering to discuss your project and confirm the scope, timeline, and deliverables.
What if my budget doesn't match your current packages?
No problem! Send me a message with your project requirements and budget. I'll review your needs and see if I can create a custom offer that fits your budget while focusing on your most important priorities. Feel free to inbox me before placing an order so we can discuss the best option for you.
Reviews
4 reviews for this Gig
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| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A 
angel_syntherio
United States
Ongoing collaborationAmazing work! The freelancer did a great job organizing my data, cleaning up duplicates, and setting everything up my pipelines properly. Communication was smooth, and they understood my requirements quickly. Everything was delivered on time and exactly as expected. I’m very happy with the results and will definitely work with them again. Highly recommended!
$50
Price
5 days
Duration
H Seller's Response
Helpful?M 
marydelima
Nigeria
Ongoing collaborationTook my project very serious and I love that. Worked on my odoo crm form and field customization and also figured out another issue with y existing automation which I am going to look into and probably hire him for that. Recommended
$50
Price
1 day
Duration
Helpful?A angel_syntherio
United States
Ongoing collaborationThe freelancer did well with my business planning, responds well and made a good visualization of my pipeline. Thank you
$50
Price
3 days
Duration
Helpful?M marydelima
Nigeria
Ongoing collaborationIt is such a nice thing to assign my project to this seller as they figured out the problem in my broken automation even when I was not even looking at that direction. I recommend and will continue working together. Thank you
$50
Price
2 days
Duration
H Seller's Response
Helpful?
Reviews
4 reviews for this Gig
| (4) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A angel_syntherio
United States
Ongoing collaborationAmazing work! The freelancer did a great job organizing my data, cleaning up duplicates, and setting everything up my pipelines properly. Communication was smooth, and they understood my requirements quickly. Everything was delivered on time and exactly as expected. I’m very happy with the results and will definitely work with them again. Highly recommended!
$50
Price
5 days
Duration
H Seller's Response
Helpful?M marydelima
Nigeria
Ongoing collaborationTook my project very serious and I love that. Worked on my odoo crm form and field customization and also figured out another issue with y existing automation which I am going to look into and probably hire him for that. Recommended
$50
Price
1 day
Duration
Helpful?A angel_syntherio
United States
Ongoing collaborationThe freelancer did well with my business planning, responds well and made a good visualization of my pipeline. Thank you
$50
Price
3 days
Duration
Helpful?M marydelima
Nigeria
Ongoing collaborationIt is such a nice thing to assign my project to this seller as they figured out the problem in my broken automation even when I was not even looking at that direction. I recommend and will continue working together. Thank you
$50
Price
2 days
Duration
H Seller's Response
Helpful?
