Browse categories
Explore
Fiverr Pro
English
$
USD
I will build hubspot crm setup from scratch automation workflow
CRM Automation Lead Generation Headline
Hi! I'm a CRM automation and lead generation specialist. I help businesses streamline their workflows, organize leads, and connect their favorite tools using platforms like Apollo.io, Clay, HubSpot, M...
About this Gig
Starting from a blank or messy HubSpot account and don't know where to begin? I build your CRM from the ground up, not just tweak what's already there.
Full setup: pipelines, properties, contact/company records, workflows, lead routing, and integrations, configured to actually scale with you. I explain the why behind every recommendation, not just execute tasks blindly.
What I offer:
- Full CRM setup (contacts, companies, deals, custom properties)
- Sales pipeline and deal stage configuration
- Workflow automation (lead routing, follow-ups, task creation, notifications)
- Form and landing page integration with tracking verification
- Reporting and dashboard setup
- Recommendation on which HubSpot tier fits your business, and why
Basic = quick CRM foundation, live in days
Standard = full build + pipeline automation + lead routing
Premium = full build + advanced workflows + native objects + reporting dashboards
Message me before ordering with your current setup and goals so I can scope it right.
Software:
HubSpot
FAQ
Is this for a brand new HubSpot account, or can you work on an existing one?
Both. Best fit is a fresh or mostly empty account, but I can also rebuild an existing messy setup from the ground up.
: Do you set up custom objects like Quotes or Products?
Yes, that's included in the Premium tier. Message me your use case so I can confirm scope and HubSpot tier requirements.
Will you tell me which HubSpot plan I actually need?
Yes, part of the deliverable is an honest recommendation on tier/add-ons based on what you're trying to do.
Do you build the automations, or just document them?
I build and test them. You get verified, working workflows, not just documentation of what should happen.
What do you need from me to get started?
Admin access to your HubSpot account, a description of your sales/marketing process, and any existing docs on pipelines or workflows you want replicated.
