CRM Setup, Integrations, & Workflow AutomationBen Kern
I help businesses streamline CRM systems, automate workflows, and connect platforms like Podio, Zoho, HubSpot, and Zapier (among many others) for real-world results. As a Zapier expert and Podio Preferred Partner, I combine deep platform knowledge with honest guidance, reliable execution, and proactive communication.
What's included
CRM System Architecture & Setup
Design and configure your CRM instance (data model, custom fields, user roles/permissions) to match your sales or ops processes, ensuring a scalable foundation.
End-to-End Workflow Automation
Build tailored automation flows—skip-tracing triggers, phone-validation steps, comm-log syncing, follow-up reminders—using Zapier, PWA, or native CRM workflows to eliminate manual hand-offs.
API Integration & Data Enrichment
Connect third-party services (DirectSkip, idiCore, Trestle, DocuSeal, etc.) via secure APIs, including endpoint mapping, authentication, payload design, error-handling, and ongoing token refresh logic.
Custom Client & Internal Portals
Develop a branded, low-code mini-app or portal (ProcFu, Zoho Portals, HubSpot custom code) that surfaces related records, dynamic filters, and action buttons—streamlining both client and team workflows.
VOIP & Telephony Integration
Integrate your VoIP provider (e.g. Ring.io) with your CRM to log inbound/outbound calls (with duration, recording URLs, dispositions), handle webhook events, dedupe records, and link calls to contacts or deals.
Data Migration, Cleanup & ETL
Plan and execute migrations or ETL between CRMs (Podio ↔ Zoho ↔ HubSpot), including deduplication, public-view filters, full field mapping, and validation scripts to preserve data integrity.
Ben's other services
Contact for pricing
Tags
HubSpot
Podio
Supabase
Zapier
Zoho CRM
Automation Engineer
Low-Code/No-Code Developer
Software Architect
Service provided by
Ben Kern maxDefiance, USA
- $10k+
- Earned
- 5
- Paid projects
- 12
- Followers
CRM Setup, Integrations, & Workflow AutomationBen Kern
Contact for pricing
Tags
HubSpot
Podio
Supabase
Zapier
Zoho CRM
Automation Engineer
Low-Code/No-Code Developer
Software Architect
I help businesses streamline CRM systems, automate workflows, and connect platforms like Podio, Zoho, HubSpot, and Zapier (among many others) for real-world results. As a Zapier expert and Podio Preferred Partner, I combine deep platform knowledge with honest guidance, reliable execution, and proactive communication.
What's included
CRM System Architecture & Setup
Design and configure your CRM instance (data model, custom fields, user roles/permissions) to match your sales or ops processes, ensuring a scalable foundation.
End-to-End Workflow Automation
Build tailored automation flows—skip-tracing triggers, phone-validation steps, comm-log syncing, follow-up reminders—using Zapier, PWA, or native CRM workflows to eliminate manual hand-offs.
API Integration & Data Enrichment
Connect third-party services (DirectSkip, idiCore, Trestle, DocuSeal, etc.) via secure APIs, including endpoint mapping, authentication, payload design, error-handling, and ongoing token refresh logic.
Custom Client & Internal Portals
Develop a branded, low-code mini-app or portal (ProcFu, Zoho Portals, HubSpot custom code) that surfaces related records, dynamic filters, and action buttons—streamlining both client and team workflows.
VOIP & Telephony Integration
Integrate your VoIP provider (e.g. Ring.io) with your CRM to log inbound/outbound calls (with duration, recording URLs, dispositions), handle webhook events, dedupe records, and link calls to contacts or deals.
Data Migration, Cleanup & ETL
Plan and execute migrations or ETL between CRMs (Podio ↔ Zoho ↔ HubSpot), including deduplication, public-view filters, full field mapping, and validation scripts to preserve data integrity.
Ben's other services
Contact for pricing