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I will setup custom obsidian workflows claude CRM tasks dusado 17hats hubspot pipeline
CRM Data Analyst Customer Insights Expert Workflow Engineer
Hey there! I specialize in designing custom CRM architectures using GoHighLevel, Airtable, and Notion to manage leads, clients, and data in one system. I build automation workflows, reporting dashboar...
About this Gig
If Obsidian feels too complex, cluttered, or overwhelming you're not alone.
Many users with ADHD or busy workflows struggle to turn Obsidian into something that actually helps them stay focused and organized..
WHAT I HELP YOU WITH;
- Clean, minimal Obsidian vault setup
- ADHD-friendly structure for clarity
- Simple task & project system
- CRM-style pipeline logic in Obsidian
- Linking notes to tasks & actions
- Daily / weekly workflow design
- Reducing clutter & overwhelm
- Beginner-safe setup (no coding)
- Optional HubSpot-style task structure
- Clear guidance on how to use it
I help you set up a simple, clear Obsidian workflow that connects naturally with your CRM tasks and pipelines, so your notes, actions, and priorities live in one place.
Just clarity MESSAGE ME NOW!
Industry:
Business services & consulting
•
Data analytics
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Software
Software:
Hubspot
Other Software Management Services I Offer
FAQ
Can Obsidian really be linked with CRMs like HubSpot or Notion?
es! I use tools like Zapier, Make, or API scripts to connect Obsidian with CRMs such as HubSpot, Notion, ClickUp, and Airtable — allowing tasks, notes, and pipelines to sync automatically.
Will these automations affect my existing CRM data?
No — I always perform a safe, read-only test first, then activate automations to avoid duplicates or data loss.
Can this workflow work on multiple devices?
Yes! I can configure Obsidian Sync, Dropbox, or Google Drive so your vault stays up to date across devices.
What if I’m using a different CRM (e.g., Salesforce or Monday)?
I can integrate nearly any CRM that supports API or Zapier automation — including Salesforce, Monday.com, and Pipedrive. I can integrate nearly any CRM that supports API or Zapier automation — including Salesforce, Monday.com, and Pipedrive.
