Salesforce & HubSpot Expert | CRM Migration, Workflow Automation & RevOps
Most CRM setups fail quietly. Reps stop logging. Pipeline reports become guesswork. Workflows fire on the wrong records. Eventually the team drifts back to spreadsheets, not because the tool failed, but because nobody built it around how the team actually works. That's what I fix.
15 years in, 200+ clients, $2M+ delivered on Upwork, ranging from single-workflow fixes to full CRM migrations and portal rebuilds.
HubSpot services: Full portal builds, CRM migration, lifecycle stage architecture, lead scoring, pipeline setup, workflow automation, reporting and dashboards, QuickBooks and third-party integrations, data migration from Salesforce, Zoho, and Pipedrive.
Salesforce services: Sales Cloud, Service Cloud, Marketing Cloud, Apex development, Flow automation, Lightning Web Components (LWC), Agentforce AI automation, managed package and AppExchange customization, data migration and CRM data cleanup.
Integrations & Automation: PandaDoc, Stripe, QuickBooks, ZoomInfo, Slack, n8n, Make, Zapier, API integrations, plus AI-powered workflows using Claude and ChatGPT for data cleanup, documentation, and build acceleration.
Core skills: Salesforce Administrator, Salesforce Developer, Apex, Visualforce, Lightning Web Components, Salesforce Flow, HubSpot CRM, HubSpot Workflows, HubSpot Marketing Hub, HubSpot Sales Hub, HubSpot Operations Hub, CRM Migration, Data Migration, RevOps, Sales Operations, Marketing Automation, Lead Scoring, Pipeline Management, Reporting & Dashboards, API Integration, Zapier, Make, n8n, CRM Data Cleanup, AppExchange, Managed Package Customization
You probably need this if:
- Your CRM was touched by multiple people and nobody knows what's intentional anymore
- The same issues keep coming back after every fix
- Sales and marketing are still working off spreadsheets because the CRM doesn't reflect reality
- You've outgrown your current setup but don't know where to start
- You need one specific thing configured correctly and don't want to overpay for a full rebuild you don't need
Recent work:
- Sotheby's International Realty — Rebuilt operations on Salesforce & Propertybase, automating property inventory, lead management, AML compliance, and document workflows (PandaDoc, Nintex, Royal Mail). Result: 40% productivity gain, 35% faster onboarding.
- Mitratech — End-to-end Salesforce and HubSpot optimization, workflow automation, lifecycle tracking, and intelligent lead assignment to scale operations.
- Also delivered for Air New Zealand Academy, Zarraffa's Coffee, ModSquad, Sunnova, and smaller businesses running lean on a single portal.
100% Job Success Score. 42 certifications across HubSpot and Salesforce.
Some engagements stay scoped to exactly what was asked. Others surface three more things once the first fix is in, and we keep going from there. Either way works.
First conversation is a straight read: what's wrong, what it takes to fix it, no fluff.
- Gopal
Salesforce App Development
Salesforce CRM
Salesforce Lightning
Salesforce
HubSpot
Salesforce Marketing Cloud
Automation
API Integration
Zapier
n8n
Artificial Intelligence
CRM Automation
Automated Workflow
Sales Operations
Lead Management
Email Automation
Marketing Automation
CRM Development
Data Migration
Salesforce Einstein
Surinder S.
Pune, India
$17/hr
5.0
42 jobs
💰 $100K+ Earned on Upwork
⭐ Top Salesforce Consultant with 12+ Years Experience
** Work in EU timezone, can overlap CST/PST timezone comfortably***
I help companies automate sales, implement AI agents, and build scalable Salesforce solutions that increase revenue and reduce manual work.
I specialize in Agentforce, Einstein Copilot, CPQ implementations, and complex Salesforce integrations.
I have successfully delivered 15+ Salesforce implementations for startups, enterprises, and consulting partners.
Recently I helped multiple clients implement Agentforce AI agents and Einstein Copilot to automate support, lead qualification, and internal workflows.
What I Can Help You With
✔ Agentforce Implementation & Custom AI Agents
✔ Einstein Copilot Setup & AI Workflow Automation
✔ Salesforce CPQ / Revenue Cloud Implementations
✔ Lightning Web Components (LWC) Development
✔ Complex Salesforce Integrations (REST / SOAP / APIs)
✔ Sales Cloud & Service Cloud Implementations
✔ Custom Salesforce Applications
✔ Salesforce Performance Optimization
My Salesforce Expertise
🔹 Salesforce Architecture & Solution Design
🔹 Lightning Web Components (LWC)
🔹 Apex Development (Triggers, Classes, APIs)
🔹 Agentforce AI Agents
🔹 Einstein Copilot Development
🔹 Salesforce CPQ & Billing Customization
🔹 Apttus CPQ & CLM
🔹 Salesforce Communities / Experience Cloud
🔹 MuleSoft Integrations
🔹 Marketing Cloud & Pardot
Salesforce Certifications
🎓 Salesforce Certified Sales Cloud Consultant
🎓 Salesforce Certified Platform Developer
🎓 Salesforce Certified Administrator
🎓 Salesforce Certified Platform App Builder
Salesforce Development Expertise
✔ Lightning Web Components (Built 15+ applications)
✔ Aura Components (Built 40+ applications)
✔ Apex Classes & Triggers
✔ Visualforce Development
✔ Salesforce REST / SOAP APIs
✔ AppExchange Integrations
✔ Custom Salesforce Applications
Salesforce Administration Expertise
✔ Salesforce Setup & Configuration
✔ Custom Objects & Fields
✔ Workflow Rules & Validation Rules
✔ Reports & Dashboards
✔ User Roles & Profiles
✔ Data Migration & Data Cleansing
✔ Email Templates & Campaign Setup
Consulting & Implementation
✔ CRM Strategy & Requirement Analysis
✔ Salesforce Implementation from Scratch
✔ Data Migration & Integration Architecture
✔ End-User Training & Documentation
✔ Go-Live Support
⭐ Why Clients Hire Me
✔ 12+ Years Salesforce Experience including Salesforce Einstein expertise
✔ $100K+ Earned on Upwork
✔ 15+ Salesforce Projects Delivered
✔ Fast Communication
✔ Clean & Scalable Code
Apex
Salesforce CRM
Salesforce Lightning
Visualforce
Lightning Bolt
Project Workflows
Salesforce CPQ
API Integration
CPQ Apttus
Salesforce Service Cloud
Data Migration
Ketaki K.
Pune, India
$35/hr
5.0
6 jobs
Top Rated | 100% Job Success | Certified ERPNext Professional | Salesforce Certified Administrator
Growing businesses often outgrow spreadsheets, disconnected systems, and manual processes—but implementing an ERP or CRM successfully requires more than technical development. It requires understanding how your business operates.
I help startups, SMEs, and growing enterprises design, implement, customize, and integrate ERPNext and Salesforce solutions that streamline operations, automate workflows, improve reporting, and give leadership real-time visibility into their business.
With 6+ years of experience, I've successfully delivered ERP & CRM solutions across manufacturing, retail, professional services, recruitment, and technology organizations.
ERPNext Consulting & Implementation:
📌 End-to-end ERPNext implementation (Discovery → Design → Deployment → Support)
📌 ERPNext customization using the Frappe Framework
📌 Custom DocTypes, modules, client scripts & server scripts
📌 Workflow automation & approval processes
📌 User roles, permissions & security configuration
📌 Data migration, ERP upgrades & performance optimization
📌 Reports, dashboards & executive analytics
Salesforce Consulting:
📌 Salesforce Administration & Sales Cloud implementation
📌 CRM customization & workflow automation
📌 Flow Builder configuration
📌 Reports & dashboards
📌 User management & security
📌 Data migration & CRM optimization
📌 User training & adoption support
Business Process Automation:
I specialize in transforming manual business operations into efficient digital workflows.
📌 Sales & CRM processes
📌 Procurement & purchasing workflows
📌 Inventory management
📌 Manufacturing operations
📌 HR & recruitment workflows
📌 Proposal & approval systems
📌 Project management workflows
📌 Internal business applications
System Integrations:
📌 ERPNext ↔ Salesforce Integration
📌 REST API integrations
📌 Third-party application integrations
📌 Data synchronization
📌 Business application integrations
Recent Project Experience:
📌 ERPNext implementation for multi-location manufacturing & retail businesses
📌 Executive dashboards providing real-time operational KPIs
📌 Salesforce ↔ ERPNext integration to automate business processes
📌 Recruitment & HR workflow automation
📌 Proposal tracking and fund management systems
📌 Business process mapping & ERP solution architecture
📌 Reporting & analytics for operational decision-making
Why Clients Choose Me:
📌 Business-first approach with practical ERP & CRM solutions
📌 Strong business analysis and requirements gathering skills
📌 End-to-end ownership—from planning to post-launch support
📌 Clean communication and structured project execution
📌 Long-term support mindset
📌 Proven experience delivering scalable operational systems
Apex
Salesforce Lightning
Salesforce
ERPNext
Salesforce Sales Cloud
Business Analysis
Salesforce CPQ
Project Management
CSS
JavaScript
AngularJS
HTML5
Consultation Session
Somesh L.
Pune, India
$20/hr
5.0
7 jobs
I help businesses design and implement scalable Salesforce solutions that drive revenue growth, enhance customer experiences, and streamline operations. With strong expertise across Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, MuleSoft, Salesforce CPQ, and Revenue Cloud, I bring both technical depth and business-first thinking to every engagement.
💡 What I bring to the table
• Certified Salesforce Professional: Salesforce Administrator, Platform Developer I, AI Associate, Marketing Cloud Email Specialist and MuleSoft Developer.
• End-to-End Solutions: From automation with Flows, Triggers, and Lightning Web Components to Einstein AI-powered insights and third-party integrations (payments, communications, ERP, and marketing platforms).
• Versatility Across Industries: Proven success in Retail (B2B, B2C, D2C) and experience working with consulting partners to deliver complex Salesforce programs.
• Integration & Customization: Building seamless integrations, tailored Revenue Cloud & CPQ setups, and scalable Experience Cloud portals to extend Salesforce’s value beyond CRM.
✨ Why clients choose me
• Quality-focused: Every solution is carefully designed, tested, and optimized for long-term value.
• Quick delivery: I prioritize efficiency without compromising quality.
• Scalable solutions: I architect with future growth in mind, ensuring systems adapt as your business evolves.
• Client-first mindset: I collaborate closely to align Salesforce solutions with your business goals, not just system requirements.
🔑 Key strengths
• Automating business processes with Flows & Apex
• Developing Lightning Web Components (LWC) for modern UX
• Enabling Einstein AI & predictive insights
• Designing scalable Revenue Cloud and Salesforce CPQ solutions for pricing & quoting
• Building customer-facing Experience Cloud portals
• Integrating Salesforce with external systems (payments, marketing, ERP, and collaboration tools)
If you’re looking for a Salesforce consultant who blends technical expertise with business acumen, let’s connect and explore how I can help you unlock Salesforce’s full potential.
Apex
Salesforce App Development
Salesforce CRM
Salesforce Lightning
Salesforce CPQ
Salesforce Marketing Cloud
Salesforce Service Cloud
Salesforce Sales Cloud
Salesforce
API Integration
Salesforce Einstein
REST API
Analytics Dashboard
Email Automation
Mulesoft
Aman B.
Pune, India
$30/hr
5.0
5 jobs
Salesforce Marketing Champion (2021) and full-stack MarTech and technology consultant with 10+ years across marketing technology, CRM, AI, and automation. I've delivered 50+ projects and $40K+ in independent client work, including builds that drove a 65% lift in sales-team effectiveness and a 40% increase in customer engagement.
What I do:
- Salesforce: Marketing Cloud, Data Cloud, Sales Cloud, Service Cloud, Experience Cloud, Agentforce, Apex, Flows, and integrations
- MarTech, CRM & Marketing Automation platforms: HubSpot, Marketo, Pardot, Salesforce, Zoho, SAP, Oracle, and Microsoft Dynamics 365
- AI & Automation: AI agents, AI chatbots, voice AI, OpenAI/LLM integrations, RAG, and workflow automation (Zapier, Make, n8n)
- Development: JavaScript, Python, REST/SOAP APIs, web apps, and AppExchange apps
- Data & Business Analysis: requirements gathering, process mapping, dashboards, and data analytics
Things I've built:
- An AI voice-calling application that integrates with any CRM (inbound/outbound calls, live transcription, automatic CRM logging)
- A custom analytics tool built inside Salesforce Marketing Cloud for real-time campaign reporting
- Webform 2.0, the first form builder for Marketing Cloud, published on the Salesforce AppExchange
Background: Salesforce Marketing Cloud Architect at UNICEF, former Technical Consultant at Cognizant, and an AppExchange publisher. Certifications: Marketing Cloud Consultant, Developer, Email Specialist, and Administrator; Sales Cloud Consultant; and Salesforce Administrator.
Need MarTech, Salesforce, an AI agent, an automation, a dashboard, or a developer to own a build end to end? Tell me the outcome you want and I'll deliver it.
Salesforce CRM
Salesforce Marketing Cloud
Salesforce Email Studio
Pardot
JavaScript
Data Cloud
Marketing Automation
Salesforce Sales Cloud
Salesforce Service Cloud
Artificial Intelligence
Chatbot Development
API Integration
Python
Business Analysis
Automation
Data Analytics
Generative AI
HubSpot
SAP
Oracle
Ajay R.
Pune, India
$15/hr
5.0
28 jobs
🚀 Salesforce Application & System Architect | PD2 | 10x Salesforce Certified | 9+ Years Experience
I help businesses automate operations, streamline customer journeys, and build scalable Salesforce solutions that drive measurable business outcomes.
With 9+ years of hands-on Salesforce experience and 10 Salesforce certifications, I have successfully delivered implementations and integrations across Sales Cloud, Service Cloud, Experience Cloud, Automotive Cloud, Health Cloud, and Nonprofit Cloud (NPSP).
My expertise includes Apex, Lightning Web Components (LWC), Agentforce, Salesforce Architecture, API Integrations, Automation, and Enterprise-Scale CRM Solutions.
Whether you need a Salesforce implementation, custom development, complex integration, Experience Cloud portal, Agentforce solution, or ongoing support, I can help you deliver a secure, scalable, and high-performing Salesforce ecosystem.
-Connect Claude AI to Salesforce.
-I help Business Prepare for Phishing-Resistant MFA Enforcement in Salesforce.
Apex
Salesforce App Development
Salesforce CRM
Salesforce Lightning
Visualforce
Salesforce
JavaScript
Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce Einstein
Customer Relationship Management
API Integration
Data Entry
Administrative Support
Microsoft Excel
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