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English
$
USD
I will set up jobber and hubspot CRM automation and workflows
Growth and Speed Focused
Hello, I'm HARRIS, a CRM and Automation Expert specializing in GoHighLevel, HubSpot, Zoho CRM, Pipedrive, and Monday CRM. I help businesses streamline operations through CRM setup, workflow automation...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
Highly Responsive
Known for exceptionally quick replies
About this Gig
Professional CRM Specialist for Setups, Workflows & Make Integrations
Hi, I'm Crespo, a dedicated CRM & automation specialist. I help service businesses, agencies, and real estate teams eliminate manual administrative work by building high-performing, connected operational engines across Jobber, GoHighLevel, Pipedrive, Zoho CRM, HubSpot, Monday.com, BoldTrail, and Make.com.
Im here to help you set up, customize, and optimize your CRM so you can save time, manage leads efficiently, and grow your business.
What You Will Get:
- End-to-End Account Setup & Configuration
- Multi-Stage Sales & Lead Pipeline Builds
- Website & Ad Lead Intake Automations
- Monday.com Board Architecture & Status Sync
- Jobber Scheduling, Quoting & Work Order Sync
- BoldTrail Real Estate Follow-Up Integration
- Automated Email, SMS & Task Follow-Up Sequences
- Real-Time Cross-Platform 2-Way Data Sync
- Advanced Make Scenarios, Routers & Webhooks
- Speed-to-Lead Instant Notification Triggers
- Dynamic Lead Routing & Round-Robin Rules
- Centralized KPI Tracking & Activity Dashboards
Stop losing billable hours to manual processes. Message me today with your software setup, and lets build an automated system for your business!
Software:
HubSpot
FAQ
What CRM services do you offer?
I offer Jobber and HubSpot CRM setup, customization, contact management, workflow automation, pipeline configuration, email follow-ups, and CRM integrations tailored to your business needs.
Can you automate my business workflows?
Yes! I can automate repetitive tasks such as lead follow-ups, email notifications, appointment reminders, customer onboarding, and other supported CRM processes.
Can you integrate Jobber or HubSpot with other tools?
Yes, I can help connect your CRM with compatible tools such as Zapier, Make, Google Sheets, and other supported applications, depending on your workflow requirements.
Can you fix existing CRM issues?
Absolutely! I can troubleshoot workflow errors, review your CRM configuration, improve pipeline organization, and optimize existing automations based on your system's capabilities.
What do you need to get started?
Please share your CRM platform, the tasks you want to automate, your desired workflow, and any relevant integration requirements. Access can be provided securely when needed.
