I will set up CRM automation and lead management workflows

P
pacesacks01
P
pacesacks01
pace s
set up CRM automation and lead management workflows
Full Screen
set up CRM automation and lead management workflows
Full Screen
set up CRM automation and lead management workflowsset up CRM automation and lead management workflows

About this gig

Are you spending too much time managing leads, updating customer records or following up with potential clients manually?

I help businesses simplify their CRM processes with practical workflow automation designed around their needs.


WHAT I CAN HELP YOU AUTOMATE:

  • CRM Setup and workflow configuration
  • Lead capture and contact management
  • Automated follow up reminders and task creation
  • Data transfer between compatible apps
  • Lead assignment and customer status updates
  • Workflow testing and troubleshooting

WHY WORK WITH ME:

  • Clear communication
  • Organized workflows
  • Careful testing and solutions that are easy to understand
  • Unlimited revisions in all my pricing packages
  • I will review your requirements before starting so that we can agree on the right scope


Kindly send a message before placing your order.

and also send me a message with your CRM platforms, the apps you want to connect, and a short explanation of the process you want to automate.

  • Platforms

    • HubSpot CRM

  • Programming Language

    • C#
    • Apex
    • SOQL (Salesforce Object Query Language)
    • Lightning Web Components (LWC)
    • SOSL (Salesforce Object Search Language)
    • Power Platform (Power Apps) expression
    • HubL

Get to know pace s

pace s

QUALITY IN ALL WE OFFERS

  • FromUnited Kingdom
  • Member sinceOct 2026

  • Languages

    English, French, Spanish, German
I help businesses save time, reduce repetitive tasks, and improve their workflows through CRM automation and AI-powered solutions. I specialize in helping entrepreneurs, startups, and growing businesses streamline their operations by connecting the tools they use every day. From automating lead management and customer follow ups to building AI chatbots and smart workflows, my goal is to make your business processes simpler, faster, and more efficient.

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