Lucas C.

Most CRM implementations fail at the seams—where marketing hands off to sales, where custom logic breaks after an update, or where reps quietly give up because the system slows them down instead of closing deals. When your pipeline data turns into guesswork and teams retreat to spreadsheets, it is rarely the software's fault. It is an architecture problem. That is exactly what I fix. With a Master’s degree in Computer Science and an engineering background spanning both enterprise CRM architecture (Salesforce & HubSpot) and modern automation systems, I build CRM environments that actually match how your revenue teams work. Whether you are moving off a legacy system, standing up HubSpot from scratch, or bridging data between HubSpot and Salesforce, I make sure every object, trigger, and workflow executes seamlessly. Where I Add the Most Value HubSpot Solutions & Portal Architecture • Full Portal Setups & Audits: End-to-end configuration across Sales Hub, Marketing Hub, Service Hub, and Operations Hub. • RevOps & Lifecycle Mapping: Clean lead scoring, lifecycle stages, deal pipelines, custom properties, and automated attribution. • Custom Automation & Programmable Logic: Advanced custom-code workflow actions (Node.js/Python), Operations Hub webhooks, and automated lead routing. • Integrations & Data Syncs: Native and custom API integrations connecting HubSpot to Stripe, PandaDoc, Slack, QuickBooks, Zapier, and Make. Salesforce Development & Architecture • Core Cloud Implementation: Customizing Sales Cloud, Service Cloud, and data models to streamline sales operations. • Automations & Dev: Complex Salesforce Flow design, Apex triggers/classes, and Lightning Web Components (LWC). • AI-Enhanced Workflows: Implementing modern data cleanup automations and modern CRM AI tooling to minimize manual rep data entry. CRM Migrations & Data Integrity • Zero-downtime, lossless migrations between HubSpot, Salesforce, Pipedrive, and legacy databases. • Deduplication, schema normalization, historical data transformation, and custom object mapping. This is likely for you if: • Your lifecycle tracking is broken: Marketing claims 500 leads, Sales claims they never saw them, and the dashboards disagree. • Multiple contractors touched your workflows: Triggers clash, notifications double up, and nobody knows which automations are safe to turn off. • You are migrating between HubSpot and Salesforce: You need every field, note, attachment, and stage history intact without corrupting historical revenue reports. • You hit the limits of standard out-of-the-box features: You need custom API integrations, webhook handlers, or custom-coded workflow actions. Engagement Approach I don't bill for bloated discovery workshops you don't need. Our first conversation is a direct technical assessment: what’s broken, what needs to scale, and the fastest path to fix it properly. Send an invite or a message with a brief outline of your portal, and let's get your CRM working for you. Search Keywords / Tags: HubSpot Expert | HubSpot CRM Consultant | HubSpot Administrator | HubSpot Developer | Operations Hub | Sales Hub | Marketing Hub | Salesforce Administrator | Salesforce Developer | Apex | Salesforce Flow | Lightning Web Components (LWC) | CRM Migration | RevOps Architecture | Zapier | Make | REST API Integration | Data Cleansing