You will get Airtable CRM Setup & Automation | Softr Integration | Zapier, Make.com
Rising Talent
Rising Talent
Project details
Need a clean, scalable way to manage leads, clients, sales, or inventory? I build fully customized CRMs in Airtable designed around your exact workflow—not generic templates.
Whether you’re in real estate, e-commerce, coaching, or service-based businesses, I turn scattered spreadsheets into a streamlined system with connected tables, smart dashboards, automations, and optional client portals.
What I can build for you:
• Linked Airtable tables for leads, clients, deals, inventory, teams, and more
• Clean data structures using rollups, lookups, and formulas
• Visual dashboards with Airtable Interface Designer
• Optional Softr portals for clients or internal teams
• Automations using Airtable, Zapier, or Make.com
• Full documentation + Loom walkthrough for easy handoff
I focus on systems that are easy for non-technical users, structured to scale as your business grows, and fully documented for teams or VAs.
If you’re ready to stop copy-pasting between spreadsheets and start working from one powerful command center, let’s connect.
Whether you’re in real estate, e-commerce, coaching, or service-based businesses, I turn scattered spreadsheets into a streamlined system with connected tables, smart dashboards, automations, and optional client portals.
What I can build for you:
• Linked Airtable tables for leads, clients, deals, inventory, teams, and more
• Clean data structures using rollups, lookups, and formulas
• Visual dashboards with Airtable Interface Designer
• Optional Softr portals for clients or internal teams
• Automations using Airtable, Zapier, or Make.com
• Full documentation + Loom walkthrough for easy handoff
I focus on systems that are easy for non-technical users, structured to scale as your business grows, and fully documented for teams or VAs.
If you’re ready to stop copy-pasting between spreadsheets and start working from one powerful command center, let’s connect.
What's included
| Service Tiers |
Starter
$65
|
Standard
$200
|
Advanced
$380
|
|---|---|---|---|
| Delivery Time | 3 days | 6 days | 10 days |
Number of Revisions | 1 | 2 | 3 |
Number of Tables Added | 1 | 5 | 7 |
Schema Diagram | - | - | - |
Permissions Setup | |||
Import/Export Data | |||
Admin Panel Setup | - | - | - |
Frequently asked questions
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KR
Khalid R.
Jun 24, 2026
HubSpot Email Sequences & Lead Nurture Automation Setup for SaaS Startup
Matthew cleaned up our CRM, built our email sequences, and set up lead scoring,. Communication was clear throughout, he didn't need hand-holding, and he delivered a Loom walkthrough at the end which we didn't even ask for. Everything is live and working. Will definitely hire again for future HubSpot work.
RF
Ramzi F.
Jun 21, 2026
HubSpot Expert Needed for CRM Setup, Email Marketing Automation & Workflow Configuration
Matthew did an excellent job with our HubSpot CRM setup and email marketing automation. He cleaned up our contacts, fixed our field mapping, and set up a lead nurturing workflow that is already running smoothly. The email campaign he configured was well-structured and our open rates improved immediately. Fast, communicative, and delivered exactly what was promised. Will hire again
SJ
Samson J.
May 9, 2026
HubSpot Sales B2b Specialist Needed Email marketing campaign
Matthew did an excellent job streamlining our outbound lead process in HubSpot. He successfully integrated LinkedIn Sales Navigator, built out our automated email sequences, and set up a clear KPI dashboard for our sales team. Communication was prompt, and he delivered everything within the agreed timeline. Highly recommend him for any HubSpot automation projects.
FG
Fikayo G.
May 8, 2026
HubSpot Expert Needed for CRM Setup, Auditing & Automation for a Saas Company
Matthew delivered exactly what we needed for our SaaS expansion. He conducted a thorough HubSpot audit, cleaned up our data pipelines, and built customized views that actually work for our sales and marketing teams. He was professional, communicated clearly, and completed all milestones on schedule. Highly recommended for strategic HubSpot architecture and setup.
RI
Ridwan opeyemi I.
Apr 8, 2026
HubSpot Specialist Needed for Ongoing CRM Management & Marketing Automation
Matthew is very thoughtful, detail-oriented, and easy to work with. He quickly understood our CRM challenges and approached the project in a structured, practical way cleaning up our setup, improving workflows, and making everything easier to manage. Perfect work, will definately work with him again.
About Matthew
HubSpot CRM Expert | HubSpot Email Marketing & Automation |HubSpot CMS
100%
Job Success
Lagos, Nigeria - 9:48 pm local time
I am Matthew, a HubSpot Certified specialist, I work with founders, marketing managers, and ops teams across industries who are ready to make HubSpot actually work for their business.
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HUBSPOT EMAIL MARKETING
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I build Email Marketing systems that convert, not just campaigns that go out.
- HubSpot email campaign setup
- Email automation and drip sequence
- Email segmentation
- A/B testing & email deliverability
- Email newsletter design $ Management
- Re-engagement campaigns and win-back sequences
- Lead magnet & and opt-in form setup
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HUBSPOT CRM SETUP & ONBOARDING
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A clean CRM is the foundation of every revenue system I build. Are you new to HubSpot? I handle full HubSpot onboarding from day one — account configuration, team setup, and a system built around your process from the start
- Full HubSpot CRM setup
- HubSpot CRM data migration
- HubSpot Sales pipeline design
- HubSpot reporting dashboard
- HubSpot CRM integration
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HUBSPOT MARKETING AUTOMATION
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I design automation that runs your nurture process — 24/7.
- HubSpot workflows Setup
- Lead nurturing automation
- Lead scoring models
- HubSpot drip campaign setup
- Internal notification workflows
- Sales handoff automation
- HubSpot integrations via Zapier & Make
-HubSpot contact cleanup & Contact list segmentation
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WHY CLIENTS CHOOSE ME
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- HubSpot Certified Expert with a verified 100% JSS
- HubSpot email marketing, CRM setup, and marketing automation Specialty
- I audit your HubSpot account first — workflow setup, email performance, contact segmentation, and pipeline configuration reviewed before I touch anything
- Proven results across B2B SaaS, e-commerce, real estate, and professional services
- Every HubSpot workflow, email sequence, and CRM configuration fully documented
- Fast delivery, clear communication, and systems your team can own long-term
Ready to make HubSpot work the way it should?
Send me a message or click Invite to Job — I will respond within a few hours with a quick look at where your biggest opportunity is.
KEYWORDS
HubSpot CRM Setup, HubSpot CRM Expert, HubSpot Onboarding, HubSpot CRM Optimization, HubSpot CRM Migration, CRM Setup and Automation, HubSpot CRM Cleanup, HubSpot Account Setup, HubSpot Data Migration, HubSpot CRM Audit, HubSpot Contact Management, HubSpot Email Marketing, Email Marketing Expert, HubSpot Email Campaign, HubSpot Email Campaign Setup, HubSpot Email Automation, HubSpot Email Sequences, Email Marketing Strategy, HubSpot Email Template, HubSpot Newsletter, HubSpot Drip Campaign, HubSpot Email Campaign Optimization, Email Segmentation HubSpot, HubSpot Email Deliverability, HubSpot Email Marketing Consultation, HubSpot Re-engagement Campaign, HubSpot Marketing Automation, HubSpot Workflows, HubSpot Automation Expert, Marketing Automation Strategy, HubSpot Lead Nurturing, HubSpot Lead Scoring, HubSpot Lead Management, HubSpot Lifecycle Automation, HubSpot Sales Automation, Marketing Automation Audit, HubSpot Workflow Automation, HubSpot Expert, HubSpot Specialist, HubSpot Consultant, HubSpot Freelancer, Certified HubSpot Expert, HubSpot Implementation Specialist, HubSpot Marketing Expert, HubSpot Administrator, HubSpot Lead Generation, HubSpot Inbound Marketing, HubSpot Lead Capture, HubSpot Landing Page, HubSpot Lead Scoring Setup, HubSpot Funnel Optimization, HubSpot Lead Generation Strategy, HubSpot Sales Pipeline, HubSpot Sales Hub, HubSpot Deal Pipeline Setup, HubSpot Sales Enablement, HubSpot RevOps, HubSpot Sales Forecasting, HubSpot Reporting Dashboard, HubSpot Custom Reports, HubSpot Analytics, HubSpot Campaign Reporting, HubSpot KPI Dashboard, HubSpot Attribution Reporting, HubSpot Integration, HubSpot Zapier Integration, Salesforce to HubSpot Migration, HubSpot Make Integration, HubSpot API Integration, HubSpot WordPress Integration, HubSpot Shopify Integration, HubSpot for SaaS, HubSpot for B2B, HubSpot for E-commerce, HubSpot for Startups, HubSpot for Real Estate, HubSpot for Agencies, B2B Email Marketing HubSpot, HubSpot CRM Systems and Automation Specialist, Email and CRM Platform Specialist, HubSpot Platform Support, HubSpot Campaign Management, HubSpot Marketing Hub Setup, HubSpot Go-to-Market Setup, HubSpot Customer Journey Mapping, HubSpot A/B Testing, HubSpot CRM Setup, HubSpot CRM Expert, HubSpot Onboarding, HubSpot CRM Optimization, HubSpot CRM Migration, CRM Setup and Automation, HubSpot
Steps for completing your project
After purchasing the project, send requirements so Matthew can start the project.
Delivery time starts when Matthew receives requirements from you.
Matthew works on your project following the steps below.
Revisions may occur after the delivery date.
Understand Your Workflow
We’ll start with a quick review of your business needs. You’ll share your current process (or pain points), and I’ll map out what tables, fields, and automations your CRM will need.
Design Your Airtable Base
I’ll create a custom Airtable base with all necessary tables (like Leads, Clients, Deals, etc.), linked records, formulas, and automation-ready fields