Boris G.
CRM Automation & Integrations | Pipedrive, HubSpot, Make, Zapier
Need a reliable system that automates your business processes, reduces manual work, routes leads correctly, ensures timely follow-up, and keeps data synchronized across your business tools? You get practical CRM and marketing automation systems built with ActiveCampaign, HubSpot, Pipedrive, GoHighLevel, Make, Zapier, and other automation platforms. Depending on your needs, your automation system can include: 📊✅ CRM Automation — HubSpot, Pipedrive, GoHighLevel ▸ CRM setup and optimization in HubSpot, Pipedrive, GoHighLevel, and other CRM platforms ▸ Lead capture from forms, landing pages, ads, calendars, and other sources ▸ Pipelines, lifecycle stages, contact fields, tags, tasks, and deal records properly organized ▸ Automated lead routing based on source, location, service, qualification, or team member ▸ Follow-up workflows, task creation, notifications, appointment reminders, and pipeline updates ▸ CRM cleanup, duplicate prevention, workflow troubleshooting, and process documentation ▸ A2P 10DLC setup, phone number registration, and SMS compliance support in GoHighLevel and Twilio 📧✅ Email Marketing Automation — ActiveCampaign, Mailchimp, Klaviyo ▸ Automated email sequences, nurture workflows, and follow-up campaigns ▸ Behavior-based triggers, conditions, goals, delays, and branching logic ▸ Contact segmentation using tags, lists, custom fields, and engagement data ▸ Webinar reminders, onboarding, confirmations, re-engagement, and abandoned-action workflows ▸ CRM synchronization, lead updates, and automated campaign enrollment ▸ Domain and DNS setup in Namecheap, GoDaddy, Squarespace, Cloudflare, and other providers ▸ Email authentication and deliverability: SPF, DKIM, DMARC, domain verification, and blacklist checks 🔌✅ API & Integrations — Make, Zapier, n8n, Webhooks ▸ Multi-step workflows built in Make, Zapier, and n8n ▸ AI-powered workflows for lead qualification, data extraction, content processing, and CRM updates ▸ Custom API integrations when native connections are unavailable or limited ▸ Webhook flows between forms, funnels, CRMs, email platforms, calendars, spreadsheets, and databases ▸ Automated synchronization of contacts, deals, tags, notes, tasks, and other business data ▸ Duplicate prevention, data validation, error handling, and workflow monitoring ▸ Troubleshooting and optimization of broken automations, API connections, webhook flows, and mapping issues The result is a reliable, well-organized system that reduces manual work, prevents leads and data from falling through the cracks, and gives your team clear, tested, and maintainable workflows that support daily operations and business growth. Send me a message 💬 and let’s schedule a call 📞 to discuss your project details.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $5k
Billed in all: $12,438$12k
$828 in the last 6 months
Across 7 contracts
Across 8 contracts
Earnings, last 30 days
Skill rankings: Top 14% in Marketing Automation Software
Ranked by MRR among everyone on Upwork with the skill.
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