I will setup close crm lead management automation data make com zapier integrations

5.0
5.0

Nigeria

I speak English, French, German, Spanish

419 orders completed

Make com and Zapier Automation Specialist with CRM and WordPress Expertise

verified professional in Project management, email marketing, and workflow automation services I'm a specialist when it comes to planning projects from beginning to end and utilizing Zapier to aut...

Level 2

Has met high performance criteria and has a proven track record for meeting client expectations.

Highly Responsive

Known for exceptionally quick replies

About this Gig

Level up your sales with expert Close CRM setup, automation, and integrations.


I help businesses maximize their sales workflow using Close CRM (formerly Close.io). Whether you're setting it up for the first time, migrating from another CRM, or integrating it with your tools, I deliver fast, reliable results.


What I Offer:

Custom CRM setup: pipelines, Smart Views, custom fields, user roles

Workflow automation: email sequences, lead routing, tasks, notifications

Data migration from HubSpot, Salesforce, Pipedrive, and more

Integrations via Zapier, Make, API & Webhooks (Sheets, Slack, Typeform)

Dialer setup and optimization


⭐ Why Me:

Close CRM Expert: Deep knowledge of Smart Views, sequences, and the Power Dialer.

Proven Results: Solutions focused on increasing sales productivity.

Clean Workflows: Robust, error-free automations.


Ready to optimize your sales process?

Send me a message with your goals for a free consultation.

Software:

Other

Industry:

Marketing & advertising

Real estate

Retail & wholesale

My Portfolio

Reviews

3 reviews for this Gig
5.0

(3)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • I
    image-docs

    imdoneforyou

    US

    United States

    5

    Rubee did a great job helping me set up my Close CRM workflow and Make.com automation. This project had a lot of moving parts, including pipeline stages, custom fields, smart views, follow-up tasks, lead scoring, website form integration, and email workflow testing. What I appreciated most was his patience....

    $200-$400

    Price

    5 weeks

    Duration

    Helpful?
    Yes
    No
  • K
    image-docs

    kisanhart

    US

    United States

    5

    Great Person to work with super nice

    $50-$100

    Price

    1 day

    Duration

    Worksample image
    Helpful?
    Yes
    No
  • S
    image-docs

    seokings101

    US

    United States

    4.7

    Very good work and highly motivated!

    $200-$400

    Price

    9 days

    Duration

    Worksample image
    Helpful?
    Yes
    No
Reviews

3 reviews for this Gig
5.0

(3)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • I
    image-docs

    imdoneforyou

    US

    United States

    5

    Rubee did a great job helping me set up my Close CRM workflow and Make.com automation. This project had a lot of moving parts, including pipeline stages, custom fields, smart views, follow-up tasks, lead scoring, website form integration, and email workflow testing. What I appreciated most was his patience....

    $200-$400

    Price

    5 weeks

    Duration

    Helpful?
    Yes
    No
  • K
    image-docs

    kisanhart

    US

    United States

    5

    Great Person to work with super nice

    $50-$100

    Price

    1 day

    Duration

    Worksample image
    Helpful?
    Yes
    No
  • S
    image-docs

    seokings101

    US

    United States

    4.7

    Very good work and highly motivated!

    $200-$400

    Price

    9 days

    Duration

    Worksample image
    Helpful?
    Yes
    No

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