I will automate your CRM workflows using copper, nimble, maximize


About this gig
Need to stop handling CRM tasks manually? I will build CRM workflows that help your team follow up with leads, update records, and keep work moving.
I automate HubSpot, Zoho, Copper, Nimble, Maximizer, Nutshell, and Pipedrive using the features available in your plan. Well confirm your workflow and platform compatibility before starting, and Ill test the setup with you.
Heres what my service includes:
- CRM automation
- Workflow setup
- Lead follow-up
- Lead assignment
- Task creation
- Email alerts
- Data updates
- Pipeline actions
- Custom triggers
- Conditional logic
- Record management
- App integration
Get more consistent follow ups and reduce repetitive data entry. Results depend on your CRM plan, available features, and workflow requirements.
Message me with your CRM and automation goal, or order a package to get started.
Platforms I've worked with:
Agentforce Sales HubSpot Sales Hub Coevera Pipedrive monday CRM Zoho Close Bigin by Zoho CRM ActiveCampaign Attio EngageBay SAP Sales Cloud HighLevel Mekari Qontak Oracle Sales Cloud Brevo Marketing Platform Capsule CRMOne Nutshell Instantly Less Annoying CRM Zoho CRM Plus LocaliQ OnePageCRM SalesCaptain LeadSquared Sales CRM NetSuite Creatio Kylas
Get to know Mike Pete
CRM Setup Automation and Integration Specialist
- FromNigeria
- Member sinceSep 2026
Languages
English, French
FAQ
Can you automate any of the CRMs listed in the gig title?
Yes, I work with HubSpot, Zoho, Copper, Nimble, Maximizer, Nutshell, and Pipedrive. Available automation features vary by platform and subscription, so I’ll confirm your requirements first.
Can you connect my CRM to other apps?
Yes, if the CRM and target app support a suitable native integration, connector, or API. Tell me which apps you want to connect so I can check compatibility.
Will the automation guarantee more sales or leads?
Automation can help organize follow-ups and reduce manual steps, but sales outcomes depend on your process, data, offer, and customer response.
How long will my CRM workflow take to complete?
Simple workflows can usually be completed within the Basic delivery time. Multi-step logic or integrations may take longer; I’ll confirm the timeline after reviewing the scope.
How do you protect my CRM data and account access?
Please use platform approved user invitations and grant only the access needed for the task. I won’t ask you to send your password in chat.

