Created a HubSpot CRM setup to organize company and contact records, track customer interactions,...

Created a HubSpot CRM setup to organize company and contact records, track customer interactions,...Created a HubSpot CRM setup to organize company and contact records, track customer interactions,...

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Miratecx Studio

• 1d

Created a HubSpot CRM setup to organize company and contact records, track customer interactions, manage deals and contracts, and centralize important customer information. The setup helps businesses improve data organization, monitor follow-ups, and manage customer relationships more efficiently.

Customer Support Go High Level Zapier HubSpot

Muraina Yusuf

• Aug 26

𝐒𝐜𝐚𝐥𝐢𝐧𝐠 𝐂𝐥𝐢𝐞𝐧𝐭 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞: 𝐆𝐨𝐇𝐢𝐠𝐡𝐋𝐞𝐯𝐞𝐥 𝐋𝐚𝐮𝐧𝐜𝐡𝐩𝐚𝐝 𝐀𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐮𝐫𝐞 🚀 A CRM is only as powerful as its integrations. When onboarding new clients to GoHighLevel, my first priority is building a bulletproof foundation using the GHL Launchpad.

In this clip, I walk through the essential connections required to fully operationalize a client's digital presence. My Launchpad Optimization Checklist:

Mobile & Web Communication: Connecting the Lead Connector app and web chat widgets for instant communication.

Local SEO Sync: Integrating Google Business Profile to track map rankings and trigger automatic review requests.

Social Media Hub: Linking Facebook and Instagram for unified DM inbox management and ad tracking.

Payment Gateway Architecture: Setting up Stripe or PayPal integrations to unlock instant invoicing and checkout capabilities.

Leaving the Launchpad unconfigured means leaving data on the table. I eliminate the friction so your operations scale smoothly.

📂 Check out my services below to book a complete GHL System Setup or Migration!

Go High Level crm Automation Engineering Customer Success

Oreoluwa Eniolawun

• Aug 25

The client wanted a simple way to manage new renovation leads and make sure no inquiry was missed.

I set up a HighLevel workflow that collects new leads, checks their budget, sorts them by priority, and sends a confirmation email right away.

The client also wanted follow up emails to stop when a lead replied, so I added that as well

After setting everything up, the client had a simple system that handled new leads automatically. Leads were captured, sorted by priority, contacted right away, and followed up without the team having to do it manually.

This helped the client save time, stay on top of new inquiries, and make sure good leads did not get missed.

Lead Generation AI Automation Email Automation Claude Go High Level N8N

Abdullah Khan

pro

• Aug 28

The reply detection stopping the follow up sequence is the detail that separates a well built workflow from one that annoys leads into going cold. most people set up the follow up and forget to add the exit condition. that one addition alone changes how the whole system feels to the person on the receiving end

Carlos Moya

• Aug 26

New: CRM Seguro Pro — an Excel-based CRM template for independent insurance advisors and small teams. Organize prospects, tasks, follow-ups, and renewals in one file, with no macros or subscription. Includes an editable workbook, illustrated quick guide, and sample data. Available in Spanish.

https://moyavibe2.gumroad.com/l/crm-seguro-pro

Microsoft Excel crmsoftware smallbusinesssupport

moyavibe2.gumroad.com

CRM Seguro Pro — Plantilla Excel para asesores de seguros

CRM Seguro Pro es una plantilla de Excel creada para asesores de seguros independientes y equipos pequeños que necesitan organizar prospectos, próximas acciones y renovaciones sin contratar otro sistema mensual.¿Qué podrás controlar?• Pipeline de hasta 300 prospectos.• Historial de hasta 500 llamadas, citas y tareas.• Hasta 200 renovaciones y vencimientos.• Seguimientos vencidos y próximos siete días.• Etapas, fuentes, prioridades y productos personalizables.• Conversión, valor anual ganado y actividad comercial desde un dashboard.¿Qué incluye?• Archivo CRM Seguro Pro en formato Excel.• Guía rápida ilustrada en PDF.• Datos ficticios de ejemplo para aprender el flujo.• Licencia de uso interno para un negocio y hasta cinco usuarios.• Actualizaciones correctivas de la versión 1.x cuando se publiquen.Ventajas• Sin macros.• Sin suscripción.• Sin conexiones externas.• Listas desplegables y fórmulas configuradas.• Alertas visuales para atrasos y renovaciones.• Diseñado para utilizarse localmente en Microsoft Excel.Descarga la plantilla, personaliza las listas y empieza a trabajar con un siguiente paso claro para cada oportunidad.Importante: la plantilla no sustituye asesoría legal, fiscal, comercial ni de protección de datos. El comprador es responsable de proteger la información capturada. No se garantiza compatibilidad completa con Google Sheets, Numbers u otras aplicaciones.CRM Seguro Pro es un producto independiente y no está afiliado, patrocinado ni avalado por ninguna aseguradora o plataforma CRM.