CRM Setup & Workflow Automation (Zoho, HubSpot, GoHighLevel)Cherryl Catipay
Leads scattered across spreadsheets, double data entry, and follow-ups that slip through the cracks? I'll set up your CRM and automate the workflows around it, so every lead is captured, tracked, and followed up without the manual work.
What's included
CRM setup or cleanup in Zoho CRM, HubSpot, or GoHighLevel: pipelines, custom fields, layouts, and user roles
Lead capture from your website forms, booking tools like Calendly, and landing pages straight into the CRM, with duplicate checks and lead source tracking
Workflow automation with Zapier, Make, n8n, or native CRM tools: follow-up emails, task assignment, deal stage updates, and team alerts
AI-powered steps where they save time, such as lead summaries and drafted follow-ups using Claude or ChatGPT
End-to-end testing, a written walkthrough, and a handover call so your team can run it with confidence
Who it's for
Coaches, membership businesses, ecommerce brands, and service businesses that have outgrown spreadsheets or have a CRM nobody trusts.
Why work with me
9+ years in project management and automation. Top Rated Plus on Upwork with 100% Job Success across 175 jobs. Recent builds include a Calendly-to-Zoho CRM lead pipeline for Ctrl Grow Financial, an internal Zoho portal for WILCOnet, and marketing automation for Roma Waterman's ministry businesses.
Send me a message with your current setup and goals, and I'll recommend the right scope and quote.
Contact for pricing
Duration1 week
Tags
GoHighLevel
HubSpot
Make
N8N
Zapier
Zoho CRM
AI Automation
Business Workflow Automation
CRM Implementation
Service provided by
Cherryl Catipay proCagayan de Oro, Philippines
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- Followers
CRM Setup & Workflow Automation (Zoho, HubSpot, GoHighLevel)Cherryl Catipay
Contact for pricing
Duration1 week
Tags
GoHighLevel
HubSpot
Make
N8N
Zapier
Zoho CRM
AI Automation
Business Workflow Automation
CRM Implementation
Leads scattered across spreadsheets, double data entry, and follow-ups that slip through the cracks? I'll set up your CRM and automate the workflows around it, so every lead is captured, tracked, and followed up without the manual work.
What's included
CRM setup or cleanup in Zoho CRM, HubSpot, or GoHighLevel: pipelines, custom fields, layouts, and user roles
Lead capture from your website forms, booking tools like Calendly, and landing pages straight into the CRM, with duplicate checks and lead source tracking
Workflow automation with Zapier, Make, n8n, or native CRM tools: follow-up emails, task assignment, deal stage updates, and team alerts
AI-powered steps where they save time, such as lead summaries and drafted follow-ups using Claude or ChatGPT
End-to-end testing, a written walkthrough, and a handover call so your team can run it with confidence
Who it's for
Coaches, membership businesses, ecommerce brands, and service businesses that have outgrown spreadsheets or have a CRM nobody trusts.
Why work with me
9+ years in project management and automation. Top Rated Plus on Upwork with 100% Job Success across 175 jobs. Recent builds include a Calendly-to-Zoho CRM lead pipeline for Ctrl Grow Financial, an internal Zoho portal for WILCOnet, and marketing automation for Roma Waterman's ministry businesses.
Send me a message with your current setup and goals, and I'll recommend the right scope and quote.
Contact for pricing