Connect your tools without duct tape
CRM operations, workflow automation, and custom integrations that scale. Built with proper error handling and monitoring.
Who this is for
You're an ops leader or founder dealing with:
- Manual processes that eat up hours every week
- Data scattered across tools that don't talk to each other
- Zapier automations that break and nobody knows why
- CRM data that's full of duplicates and junk
- A "temporary" spreadsheet that's become mission-critical
Common problems I solve
- "We need integration without duct tape"
- "Our CRM is a mess of duplicates"
- "Leads fall through the cracks"
- "Our sales team wastes time on data entry"
- "We need custom logic that Zapier can't handle"
- "The previous automation broke and nobody can fix it"
What you get
CRM Automation
Custom HubSpot and Salesforce workflows including Operations Hub custom code, deduplication, lead routing, and lifecycle automation.
Workflow Automation
Complex multi-step workflows using n8n, Zapier, or Make. Handle conditional logic, API calls, and data transformations that visual builders can't.
API Integrations
Connect any two systems that have APIs. Custom middleware when native integrations don't exist or don't do what you need.
Data Cleanup
Deduplication, standardization, and enrichment. Clean up years of messy data so your automations work on a solid foundation.
Technologies I work with
The right tool depends on your complexity, budget, and team capabilities:
HubSpot, Salesforce, Pipedrive, Close
n8n, Zapier, Make (Integromat), Workato
Python, Node.js, HubSpot Ops Hub, AWS Lambda
Google Docs, Notion, DocuSign, PandaDoc
Typical engagements
Workflow Audit
- Current process mapping
- Automation opportunity analysis
- Tool recommendations
- Implementation roadmap
- ROI estimation
Automation Sprint
- 1-2 week delivery
- Workflow implementation
- Error handling and alerts
- Documentation and training
- 30-day support
Ops Retainer
- Ongoing workflow maintenance
- New automation builds
- CRM optimization
- Priority support
- Monthly reviews
What I need from you
- Admin access to relevant tools (CRM, automation platform, etc.)
- A point of contact who knows the current processes
- 30-60 minutes for a kickoff call
- Test accounts or sandbox environments (if available)
- Sample data or example scenarios