I will pipedrive folk crm hubspot workflow notion attio mcp, zapier integration clickup
CRM Setup and Automation Specialist
About this Gig
Your CRM should make your business easier to run, not create more work.
I build and optimize CRM systems that help you manage leads, automate repetitive tasks, connect your tools, and keep your entire workflow organized.
What I can build for you:
- CRM setup, customization, and optimization
- Sales pipelines and lead management systems
- Automated workflows and task management
- Zapier, API, and multi-platform integrations
- CRM data organization and migration
- AI-powered automation and MCP workflows
- Automated notifications, forms, and follow-ups
- Dashboards and streamlined business processes
Instead of forcing your business into a standard CRM setup, I first understand how your process works. Then I structure the system, build the automations, connect the necessary tools, and test the workflow from end to end.
Whether you are launching a new CRM, fixing a messy existing setup, or replacing manual processes with automation, you get a clean, practical, and scalable system built around your workflow.
Tell me what you want to automate, and let's build the right system for it.
Software:
HubSpot
My Portfolio
FAQ
Do you provide Pipedrive CRM setup and customization?
Yes, I can customize pipelines, fields, stages, views, and sales processes to match your workflow.
Can you help if my CRM is disorganized or difficult to manage?
Yes, I can restructure your CRM, organize data, improve pipelines, and create workflows that make daily management easier.
Will you automate repetitive lead follow-ups and tasks?
Yes, I can automate lead assignment, follow-ups, task creation, notifications, and other repetitive CRM processes.
Can you migrate and organize my existing CRM data?
Yes, I can clean, structure, map, and migrate contacts, deals, companies, and other important CRM data.
Do you offer AI automation for CRM workflows?
Yes, I can build AI-powered workflows for lead handling, data processing, content tasks, and repetitive business operations.
Can you help if my business tools aren't communicating with each other?
Yes, I can connect your CRM with forms, calendars, email platforms, Zapier, Notion, ClickUp, and other tools.
Will you set up Folk CRM or Attio CRM around my business process?
Yes, I can configure your workspace, organize your data, and build custom workflows around how your business operates.

