Gopal M.

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.