GHL Automation Specialist CRM + API Integrations for Insurance Brokerage (Make.com, Parserr)

Posted 4 weeks ago

Worldwide

Summary

I run a wholesale insurance brokerage and I’m building out a GoHighLevel CRM that’s heavy on automation and integrations — not a website or funnel project. I have a detailed build brief ready to share. I’m looking for someone who lives in the automation/integration side of GHL, not landing-page design. Job scope includes sticking around to help me navigate it once build is complete. What the build involves: • GHL setup: custom fields, two sales pipelines, lead intake, tags • Email parsing into GHL (Parserr) — pulling structured data from inbound emails into the CRM • A self-service intake form (Fillout) feeding the same pipeline • Integration between GHL and our agency management system (NowCerts) via Make.com and API — creating policy records on a stage change, pulling data back • A library of automations: follow-up drips, internal alerts, time-tracking on leads, document generation triggers, payment-status tracking, partner/referral tracking with fee logic • Reporting dashboard (conversion, time-to-quote, etc.) • A recorded handoff/training session so I can edit things myself afterward You’re a strong fit if you: • Have built GHL workflows and automations well beyond the basics • Are fluent in Make.com (or Zapier) and comfortable with API integrations between platforms • Can connect tools that don’t natively talk to each other • Communicate clearly and can explain things to a non-developer • Bonus: experience with insurance agencies or NowCerts/AMS platforms Not a fit if your focus is websites, funnels, or design — this is a CRM/automation/integration build. To apply, please: 1. Briefly describe a GHL build where you integrated it with an outside system (what tools, what the integration did) 2. Share any CRMs you’ve built if it would help. 3. Tell me what amount you would do the job for.

  • $10.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

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Skills and Expertise
Mandatory skills
gohighlevel
Automation
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:4 weeks ago
  • Interviewing:
    6
  • Invites sent:
    5
  • Unanswered invites:
    0
About the client
Member since Oct 18, 2024
  • United States
    2:34 PM
  • Finance & Accounting
    Small company (2-9 people)

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