CRM Setup & Platform Integration
CRM setup and two-way sync with your website and sales channels — HubSpot, Salesforce, Pipedrive, or a custom CRM connected to forms, checkout, and customer data.
I configure pipelines, deal stages, lead statuses, and custom properties, then connect contact forms, booking tools, and checkout. Workflows create tasks, move deals, score leads, and notify the team when a new inquiry arrives.
Two-way API or webhook pipelines keep records aligned between site and CRM. Duplicate checks use unique identifiers such as email so existing contacts are updated instead of cloned. Middleware can run through n8n, Zapier, Make, or custom PHP.
What I deliver
A CRM that actually receives every lead and keeps sales data clean.
- CRM setup, pipelines, and custom fields
- Web form and checkout lead capture
- Automated deal, task, and notification workflows
- Two-way data sync between site and CRM
Tools & stack
- HubSpot
- Salesforce
- Pipedrive
- REST API
- Webhooks
- Zapier
- n8n
- Make
- PHP
Common questions
Can you sync custom website forms with my CRM?
Yes. I build webhook and API connections so every site lead populates the right CRM fields in real time.
Which CRM platforms do you work with?
HubSpot, Salesforce, Pipedrive, and custom CRMs via REST APIs and middleware such as n8n or Zapier.
How do you handle duplicate contact entries in CRMs?
Workflows check unique identifiers such as email or ID and update existing records instead of creating duplicates.
Can you automate follow-up tasks for my sales team?
Yes. CRM automation can assign leads, create tasks, and notify the team as soon as a new inquiry arrives.