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I will fix and optimize your hubspot CRM automation workflows and hubspot integration
kate
About this gig
Hey there, I'm joycekate, a HubSpot CRM marketing strategist and 3 years exclusively fixing, auditing, and optimizing HubSpot portals for businesses that are not getting results from their current setup.
Most HubSpot portals are underperforming. Broken workflows, messy contacts, poor pipeline visibility, and zero reporting clarity are costing you deals every single day. I fix all of that.
What I offer:
- Full HubSpot portal audit and health check
- Broken workflow identification and fixing
- Pipeline restructure and deal stage optimization
- Contact database cleanup and segmentation
- Email sequence optimization and automation
- Custom dashboard and revenue reporting setup
- Marketing and sales alignment improvement
- HubSpot third-party integration troubleshooting
Whether your HubSpot portal is messy, underused, or completely broken, I will clean it up, restructure it, and turn it into a revenue generating machine tailored to your business goals.
Every project begins with a full audit and Strategic Planning Session. Order today and let's fix your HubSpot the right way.
Get to know kate
kate
Zoho One and HubSpot CRM Expert, Automation and Integration Specialist
- FromUnited Kingdom
- Member sinceMar 2026
- Avg. response time1 hour
Languages
English, Spanish, Italian, French, German, Portuguese, Korean, Chinese
Hey there, I'm joycekate, a CRM strategist and automation expert with 3 years in sales and marketing, 4+ years in Zoho, and 3 years focused on HubSpot. I specialize in CRM customization, Deluge scripting, Zoho Flow, HubSpot pipeline design, API integrations, and workflow automation. I also build responsive websites using React, Node.js, and WordPress. I design systems that drive sales, automate key steps, and deliver clear reporting so you can scale with confidence. All projects begin with a 1-hour Strategic Planning Session.
FAQ
What is HubSpot CRM setup and why do I need it?
HubSpot CRM setup involves configuring your portal to match your sales process, automating follow-ups, and organizing your contacts and pipelines. A proper setup saves time, reduces manual work, and gives you full visibility into your revenue so your team can focus on closing deals.
What is included in a HubSpot workflow automation?
HubSpot workflow automation connects your marketing and sales actions automatically. This includes lead nurturing emails, deal stage updates, task assignments, and follow-up sequences that run without manual input, saving your team hours every week.
Can you migrate my data from another CRM to HubSpot?
Yes. I handle full data migration from platforms like Zoho, Salesforce, Pipedrive, or spreadsheets into HubSpot CRM. Data is cleaned, mapped, and imported accurately so nothing is lost during the transition.
What third-party tools can you integrate with HubSpot?
I integrate HubSpot with tools like Gmail, Outlook, Slack, Shopify, QuickBooks, payment gateways, Zoom, and more using native integrations or API connections. Please contact me with your specific tools before placing an order.
How long does a HubSpot CRM setup take?
Delivery time depends on complexity. A basic setup takes 3 days, a mid-level automation project takes 5 days, and a full HubSpot revenue system takes 7 days. Timelines are confirmed during the Strategic Planning Session.
What is the Strategic Planning Session?
Every project begins with a 1-hour HubSpot Strategic Planning Session where we review your business process, define your goals, and map out exactly what needs to be built. This ensures we deliver the right system and not just a generic setup.
Do you offer support after the project is delivered?
Yes. All packages include post-delivery support ranging from 1 to 2 weeks depending on your package. During this period I will fix any issues, answer questions, and ensure everything is running as expected.
Can you train my team to use HubSpot CRM?
Yes. The HubSpot Full Revenue System package includes a 1-hour live training session. Additional training can be added as an extra. Training covers navigation, pipeline management, automation, and reporting dashboards.
What HubSpot plans do you work with?
I work with all HubSpot plans including Free, Starter, Professional, and Enterprise. I will recommend the right plan for your needs during the planning session if you are not yet subscribed.
What if I already have a HubSpot account that needs fixing?
I offer HubSpot portal audits and optimization for existing accounts. I will review your current setup, identify gaps, fix broken workflows, and restructure your CRM for better performance. Contact me before ordering to discuss your situation.
