Glory G.
Claude Code CRM Automation | Attio, HoneyBook, Dubsado | Leads to Paid
𝗟𝗲𝗮𝗱𝘀 𝗴𝗼 𝗰𝗼𝗹𝗱 𝘄𝗵𝗶𝗹𝗲 𝘆𝗼𝘂'𝗿𝗲 𝗯𝘂𝘀𝘆 𝗱𝗼𝗶𝗻𝗴 𝘁𝗵𝗲 𝘄𝗼𝗿𝗸. 𝗜 𝗺𝗮𝗸𝗲 𝘆𝗼𝘂𝗿 𝗖𝗥𝗠 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝗽 𝗳𝗼𝗿 𝘆𝗼𝘂. I set up HoneyBook, Dubsado and Attio CRM, then use Claude Code and Claude's official connectors so every inquiry gets answered, followed up and moved forward without you chasing it. ✔ 𝟱-𝘀𝘁𝗮𝗿 𝗨𝗽𝘄𝗼𝗿𝗸 𝗿𝗲𝘃𝗶𝗲𝘄𝘀 for CRM workflow, n8n and Make com automation ✔ 𝗖𝗹𝗮𝘂𝗱𝗲 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗲𝗱 𝘁𝗼 𝗛𝗼𝗻𝗲𝘆𝗕𝗼𝗼𝗸 𝗮𝗻𝗱 𝗔𝘁𝘁𝗶𝗼 through their official connectors ✔ 𝗖𝗹𝗲𝗮𝗻 𝗖𝗥𝗠 𝘀𝘄𝗶𝘁𝗰𝗵𝗲𝘀: Dubsado to HoneyBook (and back), HubSpot or Pipedrive into Attio 𝗪𝗛𝗔𝗧 𝗖𝗛𝗔𝗡𝗚𝗘𝗦 𝗙𝗢𝗥 𝗬𝗢𝗨 • A new inquiry gets a reply, a proposal and a booking link in minutes, not days • Contracts, invoices and payment reminders go out on time without you remembering them • Your pipeline shows the truth: no duplicates, no stale deals, no "who owns this?" • You ask Claude "who hasn't paid?" or "which deals went quiet?" and get the answer, with the follow-up drafted for you to approve 𝗪𝗛𝗔𝗧 𝗜 𝗦𝗘𝗧 𝗨𝗣 • 𝗛𝗼𝗻𝗲𝘆𝗕𝗼𝗼𝗸: inquiry forms, smart files (proposal, contract and invoice in one), automations, scheduler, templates and client portal • 𝗗𝘂𝗯𝘀𝗮𝗱𝗼: lead capture forms, workflows, proposals, contracts, invoices, scheduler and a branded client portal • 𝗔𝘁𝘁𝗶𝗼 𝗖𝗥𝗠: objects, lists, pipelines, dashboards, workflows, email and calendar sync • 𝗖𝗹𝗮𝘂𝗱𝗲 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗖𝗥𝗠: official Claude connectors for HoneyBook, Attio, HubSpot and Pipedrive, with Claude Skills for the jobs you repeat every week • 𝗖𝘂𝘀𝘁𝗼𝗺 𝗯𝘂𝗶𝗹𝗱𝘀: lead scoring, call notes filed to the right record, scheduled pipeline reports and API integrations, written with Claude Code • 𝗔𝗜 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝘁𝗲𝗮𝗺: Claude Cowork set up on your team's computers with your files and tools, plus training • 𝗧𝗵𝗲 𝗴𝗹𝘂𝗲: Zapier, Make com, n8n, webhooks and APIs 𝗦𝗪𝗜𝗧𝗖𝗛𝗜𝗡𝗚 𝗖𝗥𝗠𝘀 𝗪𝗜𝗧𝗛𝗢𝗨𝗧 𝗟𝗢𝗦𝗜𝗡𝗚 𝗔 𝗟𝗘𝗔𝗗 • Dubsado to HoneyBook, or HoneyBook to Dubsado: clients and files moved, then forms, workflows and automations rebuilt, with active contracts handled one by one • HubSpot, Pipedrive, Airtable or spreadsheets into Attio: fields mapped, duplicates merged, deals and notes kept 𝗙𝗢𝗥 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥𝗦: 𝗗𝗘𝗔𝗟 𝗙𝗟𝗢𝗪 𝗢𝗡 𝗔𝗧𝗧𝗜𝗢 + 𝗖𝗟𝗔𝗨𝗗𝗘 For search funds, independent sponsors and small funds: every teaser logged once in Attio, screened by Claude against your buy box, CIMs summarized with page references, deadlines turned into tasks, and broker replies drafted for your approval. 𝗣𝗥𝗢𝗢𝗙 ✔ 5-star Upwork reviews for a CRM workflow review, n8n and Make com automation, and an automation bug fix ✔ From a Director of Marketing: "built a reliable automation solution that saved our team time" ✔ Portfolio, tested on sample data with the answers written first: a HubSpot to Attio migration, a Dubsado to HoneyBook switch, Attio follow-ups through n8n and a Claude Cowork setup ✔ Certified in Airtable Admin, Make (Foundations to Advanced), HubSpot and Zapier 𝗛𝗢𝗪 𝗜 𝗪𝗢𝗥𝗞 1. A 20-minute call or a Loom of your setup. I find where clients or deals slip. 2. A written plan of your journey from first inquiry to final payment, before I build anything. 3. I build inside your account and test every path with a test client. 4. Handover: a recorded walkthrough, a one-page guide and 14 days of fixes. 𝗪𝗛𝗢 𝗜 𝗪𝗢𝗥𝗞 𝗕𝗘𝗦𝗧 𝗪𝗜𝗧𝗛 Photographers, wedding and event planners, coaches, designers, consultants and agencies on HoneyBook or Dubsado. Startups, B2B sales teams, search funds and small investment firms on Attio. 𝗪𝗵𝗮𝘁 𝗜 𝗱𝗼𝗻'𝘁 𝗱𝗼: ads, sales copy or legal contract terms. 𝗙𝗔𝗤 𝗖𝗮𝗻 𝗖𝗹𝗮𝘂𝗱𝗲 𝘄𝗼𝗿𝗸 𝗶𝗻𝘀𝗶𝗱𝗲 𝗛𝗼𝗻𝗲𝘆𝗕𝗼𝗼𝗸? Yes. HoneyBook released an official Claude connector in August 2026. Claude can read your pipeline, invoices and contracts and, with your approval, create projects and send invoices from your templates. 𝗗𝗼𝗲𝘀 𝗗𝘂𝗯𝘀𝗮𝗱𝗼 𝗰𝗼𝗻𝗻𝗲𝗰𝘁 𝘁𝗼 𝗖𝗹𝗮𝘂𝗱𝗲? Not directly. Dubsado has no official Claude connector, so I connect it through Zapier or Make (Premier plan) and add Claude there. 𝗠𝗼𝘃𝗶𝗻𝗴 𝗳𝗿𝗼𝗺 𝗗𝘂𝗯𝘀𝗮𝗱𝗼 𝘁𝗼 𝗛𝗼𝗻𝗲𝘆𝗕𝗼𝗼𝗸? HoneyBook moves your files for free. Forms, workflows, automations and the client portal still need rebuilding, and that is the part I do. 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗜 𝗻𝗲𝗲𝗱 𝗳𝗼𝗿 𝗖𝗹𝗮𝘂𝗱𝗲 𝗖𝗼𝘄𝗼𝗿𝗸? A paid Claude plan (Pro, Max, Team or Enterprise) and the Claude desktop app on Mac or Windows. 𝗖𝗮𝗻 𝘆𝗼𝘂 𝗺𝗼𝘃𝗲 𝗺𝘆 𝗱𝗮𝘁𝗮 𝗶𝗻𝘁𝗼 𝗔𝘁𝘁𝗶𝗼? Yes, from HubSpot, Pipedrive, Airtable or spreadsheets, with duplicates merged. 𝗦𝗲𝗻𝗱 𝗺𝗲 𝘁𝗵𝗲 𝘁𝗼𝗼𝗹 𝘆𝗼𝘂 𝘂𝘀𝗲 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗼𝗻𝗲 𝘀𝘁𝗲𝗽 𝘁𝗵𝗮𝘁 𝗸𝗲𝗲𝗽𝘀 𝘀𝗹𝗶𝗽𝗽𝗶𝗻𝗴. 𝗜'𝗹𝗹 𝗿𝗲𝗽𝗹𝘆 𝘄𝗶𝘁𝗵 𝗵𝗼𝘄 𝗜'𝗱 𝗳𝗶𝘅 𝗶𝘁, 𝘂𝘀𝘂𝗮𝗹𝗹𝘆 𝘄𝗶𝘁𝗵𝗶𝗻 𝗮 𝗳𝗲𝘄 𝗵𝗼𝘂𝗿𝘀.
Earnings and projects
An estimate from an earlier read
Last 6 months: $73
Billed in all: $107$107
$24 in the last 6 months
Earnings, last 30 days
No data since Nov 5, 2026.
Skill rankings: Top 40% in Dubsado
Ranked by MRR among everyone on Upwork with the skill.
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