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,...
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,...
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...
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...