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I will setup monday com, hubspot or clickup CRM automation and workflow
CRM Automation Specialist AI Video and Course Production
I help businesses run smoother and communicate better — setting up and automating CRMs (Monday.com, HubSpot, ClickUp) to keep leads and workflows organized, and producing AI-powered training and cours...
About this Gig
Struggling with leads slipping through the cracks, a CRM nobody on your team actually opens, or workflows held together with sticky notes and guesswork?
I help small businesses, agencies, coaches, and service providers turn Monday.com, HubSpot, or ClickUp into a system that actually gets used not just another tool collecting dust.
What I set up:
- CRM account setup and configuration (Monday.com, HubSpot, ClickUp)
- Custom pipelines, workspaces, and deal stages
- Workflow automation (follow-ups, task assignment, notifications)
- Lead capture and organization
- Integrations with Zapier, Make.com, forms, and email tools
- Dashboards and reporting
A CRM only works if your team actually uses it. I focus on building systems that are simple enough to stick, not just technically correct.
Message me with your current setup (or tell me you're starting from zero) and I'll tell you honestly what it'll take.
Software:
Monday
Industry:
Construction
•
E-Commerce
•
Real estate
My Portfolio
FAQ
Which CRM platforms do you work with?
Monday.com, HubSpot, and ClickUp. Tell me which one you're using (or considering) and I'll confirm it's a fit.
Do I need an existing account?
No — I can help you pick the right platform and plan if you're starting from scratch.
Can you integrate my CRM with other tools?
Yes — Zapier, Make.com, forms, email platforms, and calendars.
Will this actually help me close more deals?
A CRM only helps if it's used. I build systems your team will actually open, not just a database.
What do you need from me to get started?
Access (or a collaborator invite) to your CRM, plus a short description of your current workflow and where it's breaking down.
Reviews
2 reviews for this Gig
| (2) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
J joshua_2234
South Africa
I love the work, if you want your work to look professional then do you it with this guy.. I’m very satisfied.
$50
Price
6 days
Duration
Helpful?E ettienecoetzer
South Africa
Ongoing collaborationWas very good, polite, he was very understanding.. delivering time was on point and responsive time was spectacular.
$50-$100
Price
2 days
Duration
Helpful?
Reviews
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
J joshua_2234
South Africa
I love the work, if you want your work to look professional then do you it with this guy.. I’m very satisfied.
$50
Price
6 days
Duration
Helpful?E ettienecoetzer
South Africa
Ongoing collaborationWas very good, polite, he was very understanding.. delivering time was on point and responsive time was spectacular.
$50-$100
Price
2 days
Duration
Helpful?
