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I will set up hubspot crm with automated pipelines and workflows
CRM and Workflow Automation: ClickUp, Monday, HubSpot, GoHighLevel, Zapier, Make
I build CRM systems, workflow automation, and lead generation systems with Monday.com, ClickUp, Zapier, HubSpot, Airtable, and n8n.
Businesses hire me when sales pipelines, client onboarding, or repo...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Most businesses set up HubSpot and leave 80% of it untouched. Messy pipelines, deals sitting in the wrong stage, no automation, and follow-ups that never happen.
I set up HubSpot CRM automation workflows, pipelines, and lead tracking so every lead is captured, routed, and followed up without manual work.
Message me with your sales stages and how your team currently tracks deals. I will send a fixed quote and timeline within the hour.
WHAT I BUILD
- Deal pipelines and stages mapped to how you actually sell, not HubSpot defaults
- Workflows for lead assignment, follow-up sequences and stage progression
- Custom properties and required fields so data stays clean at entry
- Lead scoring and lifecycle stages that reflect real buying signals
- Dashboards and reports for pipeline value, conversion and rep activity
- Forms, meeting links and intake routing connected to the right pipeline
WHO THIS'S FOR
Sales teams, agencies, B2B founders and operations leads running revenue through HubSpot.
WHAT YOU GET
A CRM your team will actually use, handed over with a recorded walkthrough and written documentation.
Scope depends on your sales process and what already exists in your portal.
Software:
HubSpot
Industry:
Business services & consulting
•
Real estate
My Portfolio
Other Software Management Services I Offer
FAQ
I already have HubSpot but it is messy and not working properly. Can you fix it?
Usually yes, and it is normally faster than starting over. I audit the portal, keep the pipelines and data that work, and restructure the rest so your deal history survives the change. Message me a screenshot of your pipeline view and I will tell you which path fits.
Will my team be able to use the system easily?
That is the test of whether the build worked. A CRM nobody updates is worse than a spreadsheet. Every build ships with a recorded walkthrough and written documentation, and the Premium package includes a live training session with your team.
Can you migrate data from another CRM into HubSpot?
Yes. I have migrated from Pipedrive, Zoho, Salesforce, Monday and spreadsheets into HubSpot. Message me what you are moving from and roughly how many contacts and deals, and I will confirm what transfers cleanly and what needs rebuilding.
Which HubSpot plan do I need for this?
Most of the build works on Starter. Workflow automation requires Professional, so if you are on Free or Starter I will tell you before you order rather than after. Message me which tier you are on and I will scope to fit it.
Do you provide support after the setup is completed?
Yes. If something inside the scope of what I built stops working, I fix it. Message me and I respond the same day. Changes beyond the original scope are quoted separately so you always know what you are paying for.
Reviews
1 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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M marcrossi07
United States
Michael was extremely helpful and professional. Even though my budget was tight he still took the time to understand my HubSpot setup and configure a workflow that automatically captures leads and sends responses. Communication was great too and everything works perfectly. Highly recommended for HubSpot CRM and automation.
$50
Price
3 days
Duration
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
M marcrossi07
United States
Michael was extremely helpful and professional. Even though my budget was tight he still took the time to understand my HubSpot setup and configure a workflow that automatically captures leads and sends responses. Communication was great too and everything works perfectly. Highly recommended for HubSpot CRM and automation.
$50
Price
3 days
Duration
Helpful?
