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You will get automate lead management using HubSpot, Zapier and Monday.com
Project details
Are you tired of manually assigning or tracking new leads?
I’ll help you automate your entire lead management workflow using HubSpot, Zapier, and Monday.com — so every new lead is instantly captured, assigned, and tracked automatically.
⚙️ What I’ll Do:
Connect HubSpot forms to Monday.com through Zapier.
Automatically create and assign new leads to sales reps.
Send real-time notifications to your team for quick follow-up.
Set up dashboards to track lead progress and performance.
Test and deliver a smooth, error-free workflow.
🎯 Benefits:
✅ 100% automation – no more manual data entry.
✅ Faster response times and improved lead conversion.
✅ Full visibility of all leads in one place.
✅ Easy-to-manage, no-code workflow built for your team.
💼 Who This Is For:
Small businesses and sales teams
Marketing agencies
Real estate or service-based companies
Anyone using HubSpot or Monday.com to manage leads
🧠 Tools I Use:
Zapier (for automation)
HubSpot CRM (for capturing leads)
Monday.com (for tracking and dashboards)
📦 Deliverables:
Working automated workflow
Documentation or walkthrough video
Dashboard setup (for Standard & Premium packages)
I’ll help you automate your entire lead management workflow using HubSpot, Zapier, and Monday.com — so every new lead is instantly captured, assigned, and tracked automatically.
⚙️ What I’ll Do:
Connect HubSpot forms to Monday.com through Zapier.
Automatically create and assign new leads to sales reps.
Send real-time notifications to your team for quick follow-up.
Set up dashboards to track lead progress and performance.
Test and deliver a smooth, error-free workflow.
🎯 Benefits:
✅ 100% automation – no more manual data entry.
✅ Faster response times and improved lead conversion.
✅ Full visibility of all leads in one place.
✅ Easy-to-manage, no-code workflow built for your team.
💼 Who This Is For:
Small businesses and sales teams
Marketing agencies
Real estate or service-based companies
Anyone using HubSpot or Monday.com to manage leads
🧠 Tools I Use:
Zapier (for automation)
HubSpot CRM (for capturing leads)
Monday.com (for tracking and dashboards)
📦 Deliverables:
Working automated workflow
Documentation or walkthrough video
Dashboard setup (for Standard & Premium packages)
Project Type
Project Management, Virtual Assistance, Customer Support, OtherWhat's included
| Service Tiers |
Starter
$25
|
Standard
$60
|
Advanced
$150
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 1 | 0 | 2 |
About Akojindu
Virtual Assistant | Lead Gen & Appointment Setter| CRM Automation
Port Harcourt, Nigeria - 11:59 am local time
I offer a full suite of services that help businesses, agencies, and remote teams scale effortlessly:
My Core Services
B2B & B2C Lead Generation & Prospecting — find decision-makers, build contact lists, validate emails & phone numbers, and deliver CRM‑ready data.
Telemarketing / Cold Calling / Call Handling — outbound calls to prospects, inbound call support, lead qualification, follow‑ups, and appointment setting.
Appointment Scheduling & Calendar Management — organize calls & meetings using Calendly/Google Calendar, send reminders, and maintain a tidy schedule.
Email Outreach & Email Marketing — build and manage email campaigns, handle inbox, follow‑ups, and outreach to prospects.
CRM Setup & CRM Management — organize and manage leads and pipelines using HubSpot, Salesforce, Zoho, Pipedrive, Monday.com, ClickUp, or similar.
Data Entry, Data Mining & List Building — clean and enrich contact data, update databases, manage spreadsheets/CRM exports.
Admin Support & Customer Support — manage client communication, inboxes, document organization, customer inquiries, workflow support, and daily admin tasks.
Workflow Automation & Process Optimization — use tools like Zapier / automation triggers to simplify routine tasks, integrate apps, and speed up business processes.
Tools & Technologies I Use
HubSpot · GoHighLevel · Salesforce · Zoho · Pipedrive · Monday.com · ClickUp · Trello · Calendly · Google Calendar · Zapier · WhatsApp Automation · Google Workspace · Slack · Zoom · Microsoft Office · Airtable · Notion
Why Clients Prefer Working With Me
Fast, accurate, and organized work — I deliver CRM‑ready, verified leads and contact lists.
Skilled in both phone-based outreach (telemarketing) and data-based lead generation & email outreach — a full‑stack sales support partner.
Strong communication, professionalism, and commitment to deadlines.
Ability to handle a mix of sales support, admin tasks, customer support and automation — making me a versatile VA & sales operations partner.
Focused on long-term value: building consistent processes, cleaning up your pipeline, and supporting your growth.
If you want a dedicated professional to manage leads, outreach, calls, CRM & email, appointments, admin and automation, send me a message — and let’s start scaling your business.
Steps for completing your project
After purchasing the project, send requirements so Akojindu can start the project.
Delivery time starts when Akojindu receives requirements from you.
Akojindu works on your project following the steps below.
Revisions may occur after the delivery date.
Requirement Gathering (Day 1)
After purchase, i will review your responses to the project requirements and ask a few follow-up questions if needed. You will share access or invite links to your Hubspot, Zapier, and Monday.com accounts
Workflow Design & Automation Setup (Day 2-4)
i will create the automation in Zapier to connect your HuSpot forms with Monday.com. This includes mapping fields, creating rules for automation lead assignment, and setting up notification.