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English
$
USD
I will automate twilio, zapier, typeform, capsule CRM, sugarcrm, make, salesforce
CRM Setup and Workflow Automation Specialist
Hello! I’m Milly, a CRM and workflow automation specialist helping businesses manage leads, streamline operations, and improve customer follow-up. I help with GoHighLevel setup, Jobber workflows, Cale...
About this Gig
Are you tired of manual data entry, disconnected apps, missed leads, or repetitive business tasks? Do you want your forms, messaging tools, and CRM to work together smoothly?
I WILL AUTOMATE TWILIO, ZAPIER, TYPEFORM, CAPSULE CRM, SUGARCRM, MAKE, SALESFORCE
I help businesses simplify their workflows through CRM setup, app integrations, and automation tailored to their needs.
WHAT I CAN HELP YOU WITH:
- CRM workflow setup and automation
- Zapier and Make integrations
- Typeform lead capture and form connections
- Twilio messaging workflows
- CRM data flow and follow-up automation
- Workflow testing and troubleshooting
MY PACKAGES:
Basic: 1 CRM setup | 1 simple workflow | Basic testing
Standard: 1 multi-step workflow | Trigger and action setup | Testing included
Premium: Up to 3 related workflows | Testing and documentation | Walkthrough
WHY CHOOSE ME?
I focus on clear communication, practical solutions, careful testing, and workflows that fit your business goals.
Please message me before ordering complex integrations. Compatible accounts, subscriptions, and access may be required.
Lets make your business work smarter!
Software:
Salesforce
FAQ
Which platforms can you automate or integrate?
I can help with supported workflows involving Twilio, Zapier, Typeform, Capsule CRM, SugarCRM, Make, and Salesforce. Please message me first to confirm your specific integration.
What do you need to get started?
I need your project goals, the platforms involved, the workflow you want, and access to the relevant accounts when necessary.
Can you automate lead capture and follow-ups?
Yes, I can help set up supported workflows for capturing leads, transferring data between connected apps, and triggering follow-up actions.
Do I need paid subscriptions for these platforms?
Some integrations or features may require active subscriptions or paid plans. You are responsible for any third-party subscription fees.
Can you fix an existing automation that is not working?
Yes, I can help troubleshoot supported workflows. Please describe the issue and share any relevant error messages before ordering.
