Uttam M.

Your team shouldn’t have to work around disconnected systems. I build, fix, and connect HubSpot, Salesforce, Zoho, Odoo and Shopify through CRM automation, API integrations, and custom development, with ongoing support as your business grows. I’m a hands-on CRM and integration architect with 15+ years of experience. You work directly with me to understand the business problem, choose the right approach, and implement it. When native platform features fall short, I can build the integration or application around them. I work best as a long-term technical partner: someone who knows your systems, helps prioritize improvements, and stays involved as your needs evolve. We can start with a defined problem and build the relationship through the value delivered. ⭐ “What we scoped as a defined project turned into more work, because once the first piece worked we kept handing him more.” — Upwork client, HubSpot Service Hub implementation 🏆 Organizations I have supported include Pepsi, MITRE, Boston Children’s Hospital, Arizona State University, Bread Financial, EnterpriseDB, LiveOak Fiber, and Spring Health. My experience spans CRM, integrations, and full-stack development. ────────────── WHAT I HELP YOU FIX ────────────── ✅ CRM setups with duplicate records, unclear lifecycle stages, unreliable reporting, or workflows that no longer fit your business. ✅ Disconnected systems that leave staff copying data, chasing updates, or missing sales and customer-service handoffs. ✅ Ecommerce platforms that need custom functionality or better connections to customer, order, payment, and operational data. ✅ Migrations, rebuilds, and automations that need a sound data model and implementation plan, not another temporary workaround. ─────────────────────────────── CRM, ECOMMERCE & CUSTOM DEVELOPMENT ─────────────────────────────── 🟠 HubSpot Implementation, audits, cleanup, and optimization across CRM, Sales Hub, Marketing Hub, and Service Hub. Lifecycle stages, lead routing, ticketing, workflows, reporting, attribution, and custom API integrations. 🔵 Salesforce CRM configuration, Apex development, automation, and API integrations. Salesforce–HubSpot integration, data synchronization, and revenue operations (RevOps) workflows. 🟣 Zoho CRM & Zoho One Implementation, customization, migration, reporting, and workflow automation. Connect Zoho with the rest of your business or improve a setup that no longer matches how your team works. 🟢 Shopify & Magento Ecommerce development, customization, upgrades, custom applications, and integrations. Connect customer and order workflows with CRM, payments, support, and operational systems. ⚙️ Full-Stack Development Custom portals, dashboards, internal tools, and API-driven applications using PHP, JavaScript, Node.js, and React. I also take on standalone ecommerce and full-stack projects, not only work attached to a CRM. ───────────────────── INTEGRATIONS & AUTOMATION ───────────────────── 1️⃣ CRM, ERP, ecommerce, payment, marketing, support, and internal-system integrations, including Odoo. REST APIs, webhooks, middleware, and data synchronization built around clear ownership, validation, and error handling. 2️⃣ n8n, Zapier, and AI-assisted workflows for lead research, enrichment, routing, support triage, and data processing, with human review where needed. 3️⃣ Before building a connection, I establish which system owns the data, what triggers an update, how duplicates are handled, and what happens when something fails. 4️⃣ Implement AI in HubSpot, Salesforce, and Zoho for lead research, scoring, data enrichment, ticket triage, sales/support drafts, and AI-assisted decision-making. 5️⃣ Connect and automate these workflows through n8n, Zapier, and custom APIs, with human review where needed and ongoing optimization. ────────── RECENT WORK ────────── ✅ HubSpot Service Hub ticketing and inbox automation, Salesforce–HubSpot RevOps integration, ✅ HubSpot-to-Zoho migration, HubSpot workflow optimization, and API-based data unification. ───────── HOW I WORK ───────── 🔹 I review your business process, current setup, and failure points to determine what should be kept, fixed, or custom-built before recommending a rebuild. 🔹 I then define priorities, implement and test the solution, and document everything with clear milestones and practical updates for your team. ───────────────────────── ONGOING DEVELOPMENT & SUPPORT ───────────────────────── Beyond implementation, I provide troubleshooting, workflow improvements, integration maintenance, reporting updates, and continued development. You have someone who already understands the setup and can help evaluate and implement the next priority. We can begin with a focused project or an existing system that needs attention. 📌 Send me a message on Upwork with the systems you use, what needs to improve, and whether you need help with a specific priority or ongoing support. We can define a practical starting point from there.