Muhammad Ateeb
CRM Automation, APIs, GHL, Zapier, Make & Node.js
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HubSpot & ClickUp Two-Way Synchronization
A business needed HubSpot and ClickUp to stay synchronized across multiple pipelines, stages, deals, contacts, companies, lists, and tasks.
The main challenge was preventing circular updates. A change in HubSpot could update ClickUp, which could then trigger HubSpot again and create an endless loop.
I built customized Zapier workflows with conditional filters, dynamic field mapping, and a controlled 5-minute delay before reciprocal updates.
The solution included:
• Two-way synchronization between HubSpot and ClickUp
• Multiple pipeline and stage mapping
• Deal, contact, and company synchronization
• ClickUp list and task updates
• Conditional filters and custom mapping logic
• 5-minute loop-prevention delay
• Scalable workflow structure for future pipelines
Result: The final system delivered reliable two-way synchronization, eliminated update loops, maintained cleaner data across both platforms, and created a scalable structure for additional workflows.
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CRM Migration, Contract & Payment Automation
A business needed to migrate its customer and deal data from Copper CRM to GoHighLevel while replacing a manual contract and payment process with a connected automation workflow.
I migrated the required customer and deal records, rebuilt the sales pipeline in GoHighLevel, and connected the CRM with DocuSign and Stripe through automated workflows.
The completed system handled:
• Customer and deal migration from Copper to GoHighLevel
• GHL pipeline setup and automated stage updates
• Automatic contract generation and sending through DocuSign
• Contract signed triggers
• Initial Stripe payment collection
• Automated recurring billing
• Automatic payment and deal status updates inside GHL
Result: The business gained one connected customer journey from CRM entry through contract signing and payment. Contract handling, billing, and pipeline updates became automated, reducing manual administration and improving visibility across the sales process.
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Custom JobTread and HubSpot Integration with Real-Time Sync
The existing setup relied on multiple automation workflows to move operational data between JobTread and HubSpot. This created higher automation costs, delayed updates, duplicate records, and limited control over complex business logic.
I replaced the fragmented setup with a custom Node.js integration using the JobTread API and HubSpot CRM API.
The solution included:
Bidirectional job and deal synchronization
Vendor synchronization between JobTread and HubSpot
Tickets, daily logs, and document syncing
CompanyCam data and photo workflow integration
Client email replies automatically added to JobTread as comments
Custom field mapping and duplicate prevention
Centralized error handling, logging, and monitoring
Cloud deployment for continuous operation Result: The custom integration reduced automation costs by more than 90%, eliminated duplicate records, improved synchronization reliability, and provided a scalable real-time system for managing operational data across platforms.
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AI-Powered Conversation Summaries in GoHighLevel
A sales team managing thousands of contacts in GoHighLevel was spending too much time reviewing long SMS and email histories before following up with leads.
I built an automated AI summarization workflow inside GHL using tag-based triggers. The system collects conversation data, generates either a recent activity summary or a full conversation summary, and saves the result directly inside the contact record.
It also compares new activity with previous summaries to avoid unnecessary duplication.
Result: Sales reps can understand the full conversation context much faster without reading every message. The workflow saves hours of manual review, improves response speed, and scales across large contact volumes.
Tools: GoHighLevel • AI • Workflow Automation • CRM Automation • API Logic
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