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English
$
USD
I will setup apollo io, clay, hubspot crm, and zapier automation
CRM EXPERT
I am an automation and CRM specialist dedicated to streamline your sales workflows. I build powerful, error free pipelines by connecting Apollo.io and Clay for deep data enrichment, then syncing them ...
About this Gig
Are you struggling to connect your lead generation tools with your CRM? Or spending hours manually transferring data between platforms?
Lets automate your entire sales funnel so you can focus on closing deals, not copy-pasting data.
I am an automation and CRM specialist. I help businesses build seamless, automated pipelines by connecting high-powered data tools like Clay and Apollo.io with industry-leading CRMs and project management boards.
What I Can Do For You:
- Clay & Apollo.io Setup: Deep data enrichment, lead list building, and cold email outreach setup.
- HubSpot & Zoho CRM: Custom pipeline creation, contact mapping, and lead scoring.
- Monday.com: Workflow tracking, task automation, and team collaboration boards.
- Zapier Integrations: Flawless multi-step "Zaps" to sync all your tools together in real time.
️ Common Workflows I Build:
- Auto-enriching leads in Clay using Apollo data $\rightarrow$ pushing them directly to HubSpot/Zoho.
- Creating automated task notifications in Monday.com when a new deal stage changes in your CRM.
- Sending automated Slack or email notifications via Zapier the second a high-value lead is found.
Why Work With Me?
- End-to-End Solutions: I don't just connect
Software:
HubSpot
FAQ
What do I need to provide to get started?
To begin, I will need login credentials (or team invitations) for the platforms we are using (e.g., HubSpot, Zoho, Monday, Apollo, Clay, or Zapier). You will also need to share a quick overview of your current sales workflow and what you want the automation to achieve.
Do I need to have paid accounts for these platforms?
Yes, you must have active accounts on the platforms you want to connect. For advanced multi step automations, a paid Zapier plan (Starter or higher) is typically required. If you are using Clay or Apollo, please ensure you have active plans with enough credits for your data needs.
Can you build this without me sharing my primary passwords?
Absolutely. Security is a priority. You can invite me as a "User" or "Admin" using my email address on HubSpot, Zoho, Monday, and Zapier. For platforms that do not support team invites on free plans, we can securely share credentials using password managers like LastPass or 1Password.
Will you test the automation workflows before completing the order?
Yes, thoroughly. I never hand over a project without running live tests. I will run test data through the entire pipeline (from Apollo/Clay enrichment, through Zapier, and into your CRM) to ensure all fields map correctly and the system runs error free.
What happens if a Zapier automation breaks after the order is completed?
I provide a 7 day post delivery support window where I will fix any system errors or bugs related to the original setup free of charge. Please note that this does not cover issues caused by changes you make to your CRM structure or third-party platform API updates after delivery.
