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I will setup pipeline CRM meritto tripleseat boldtrail klaviyo thryv wise agent
CRM Setup and Automation Specialist
Welcome
I am Yuma Lein a CRM & Automation Expert - I help businesses organize leads, simplify follow-ups and reduce manual work with CRM setup and workflow automation. I work with Odoo, Keap, Market...
About this Gig
Losing leads because your CRM is a mess? Missed follow-ups and manual data entry are costing you deals.
I am a CRM setup specialist experienced with Klaviyo, Thryv, BoldTrail, Wise Agent, Meritto, Tripleseat, Pipeline CRM and workflow integrations. I help you organize leads, manage contacts, connect apps and automate follow-ups.
I support real estate agents, educators, event teams, marketers and service businesses with practical CRM configurations.
MY SERVICES;
- CRM Account Setup
- Contact Management
- Sales Pipeline Setup
- Lead Tagging
- Workflow Automation
- Email Flow Setup
- Lead Assignment
- CRM Integration
- Form Integration
- Klaviyo Segmentation
- BoldTrail Configuration
- Wise Agent Setup
- Meritto Configuration
- Tripleseat Setup
- Thryv Configuration
- Pipeline Customization
- Trigger Testing
- CRM Documentation
- Email marketing automation, custom fields, Zapier, Make & n8n integrations
Platforms I work with:
Pipeline CRM Meritto Tripleseat BoldTrail Klaviyo Thryv Wise Agent HubSpot Zoho CRM Salesforce Pipedrive Keap GoHighLevel ActiveCampaign Mailchimp Airtable Zapier Make Monday.com Freshsales Brevo
Message me before ordering so we can scope your CRM setup. Click Order Now!
Software:
HubSpot
Industry:
Business services & consulting
•
E-Commerce
•
Real estate
FAQ
What will I receive from your CRM setup service?
I can assess the available integration options for your Tripleseat or Meritto account. Native features, APIs, and approved third-party connectors determine what's possible. Share the systems you want to connect so I can confirm feasibility.
Do you provide CRM migration and data cleanup?
Migration and data cleanup can be included in a separately agreed scope. I first review the source data, destination platform, field mappings, record volume, and available import tools. Large migrations may require a custom quote.
Can you set up a CRM for real estate, education, or events?
Yes. I can assess your requirements for real estate, education, event management, marketing, and service businesses. Supported platforms may include BoldTrail, Wise Agent, Meritto, Tripleseat, and Klaviyo, depending on the task and available access.
Do you configure CRM integrations and automation triggers?
Yes, where the platform supports the required features. Depending on your package, I can configure available native integrations or approved connectors, map fields, set triggers, and test workflows. Third-party subscriptions and API access may be required.
Can you work with my existing CRM account?
Yes. I can review your current configuration and help with supported updates, including pipeline changes, contact fields, tags, and automation. Please explain your current setup and goals so I can confirm the scope before you place an order.
Can you set up Klaviyo email flows and customer segments?
I can configure supported Klaviyo lists, segments, signup forms, and flow triggers based on your plan and requirements. Email content, advanced flows, ecommerce events, and third-party connections should be agreed before work begins.
