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Integrations & APIs   Systems Automation

Global Lead Routing & CRM Architecture Overhaul

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Platform integration
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Countries/Regions routed
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Workflows built

Goal

The client needed a lead management ecosystem that worked globally — one that routed leads properly, synced data across platforms, and eliminated manual bottlenecks.

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Strategy

Starting with an audit of existing systems, we gathered input from users and stakeholders, mapped lead-routing logic, identified data structure mismatches between Salesforce and HubSpot, and laid out a multi-territory workflow that could scale.

Execution

> Designed advanced lead routing workflows that spanned multiple regions
> Built a two-way integration between Salesforce and HubSpot to keep data aligned
> Created automated multi-platform data syncs so records and properties update consistently
> Cleaned and reorganized CRM properties to improve usability and reporting clarity

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Impact

The result was a connected, healthy system where data flows reliably, manual work dropped significantly, and the sales team gained visibility and speed across regions.

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Why Clients Trust My Results
 
 

Proven, "Peer-Reviewed", & Globally Top-Rated 

Trust isn’t something I claim — it’s earned, one project at a time. My Upwork profile is Top Rated, placing me among the top 1% of freelancers worldwide. With a 100% job success score and over 100 successful projects, my track record is both measurable and highly reviewed. Every review represents more than satisfaction; it’s a documented result from professionals who’ve worked directly with me, highlighting reliability, radical transparency, and creative problem-solving as the reasons they return. My results are publicly verified.

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Why Clients Trust My expertise
 
 

Certified, Experienced, & Exceptionally Hands-On

With over a decade of technical experience, I bring the precision of a certified HubSpot Partner and the depth of a system admin. I hold 6+ certifications spanning automation, lead conversion design, integrations, and CRM implementation, but my real strength lies in going beyond the manual. As a long-time self-employed freelancer, I specialize in building systems from the ground up, not from templates. Every architecture, workflow, and integration is designed for the way you operate, not what a playbook dictates. When you work with me, you get technical fluency, creative problem-solving, and a partner who makes your systems talk as naturally as nature itself.

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Agency Level Skill,
without the instability or turnover

From spearheading full-scale system 'over-hauls' to building omnichannel chatbots, I'm committed to enhancing realistic growth and simplifying complex organizational needs for your everyday users. I'm here to craft tailored solutions for you with radical transparency and open communication. 

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