CRM Systems . Automations . Integrations

CRM Setup, Cleanup and Automations for HubSpot, GoHighLevel and Pipedrive

We design clean CRM systems that convert better, track your pipeline accurately and automate the busywork. HubSpot, GoHighLevel, Pipedrive and more.

HubSpot GoHighLevel Pipedrive
Optimize my CRM
What we do with your CRM

From first setup to full automation.

We build, clean and automate CRM systems around the way your business actually works. HubSpot, GoHighLevel, Pipedrive, Zoho, ActiveCampaign and more.

Build

CRM setup and structure

We design a clear CRM foundation so every lead, deal and client has a predictable home. No random fields, no mystery pipelines.

  • Pipelines, stages and deal or opportunity flows that match your actual process.
  • Lead status, lifecycle stages and contact properties with clean naming.
  • Forms, meeting links and basic email templates connected to the right pipelines.
  • Users, roles and permissions so teams see what they need and nothing else.
Fix

Cleanup and rebuild of messy CRMs

If your HubSpot or GoHighLevel account feels cluttered, we turn it into a clean and reliable workspace without losing important data.

  • Field audit and consolidation, removal of duplicates and legacy values.
  • Pipelines reduced to what you really use, with clear definitions for each stage.
  • Broken workflows reviewed and either fixed, simplified or removed.
  • Light documentation so your team understands how to work inside the system.
Automate

Workflows and follow up automations

We add targeted automations so your CRM handles the repetitive work. The goal is better follow up and cleaner data, not a maze of triggers.

  • Lead routing, assignment rules and notifications to the right owner.
  • Stage based task creation, reminders and internal alerts.
  • Lead and client journeys in HubSpot and GoHighLevel with clear entry and exit conditions.
  • Simple lead scoring and intent tags that help sales focus on the right people.
Connect

Integrations with projects, email and AI

Your CRM does not live alone. We connect it with ClickUp, email, calendars and automation tools so information moves without copy and paste.

  • CRM to ClickUp handoffs for deals, projects and onboardings.
  • Automations through Zapier, Make and custom webhooks.
  • Calendar, scheduling and form tools connected to the correct pipelines.
  • AI powered notes, summaries and task creation from calls and emails.
Not sure if your existing CRM should be fixed or replaced?
Make your CRM great again
Real CRM automations

What we automate inside your CRM.

These are real automation flows built for clients using HubSpot, GoHighLevel, and Pipedrive. The goal is simple. Better follow up, cleaner data and a faster sales process.

Lead Management

Automatic lead routing and assignment

New leads are qualified, tagged and assigned to the correct owner based on rules. Sales gets instant notifications and follow up tasks without manual work.

Follow Up

Stage based follow up sequences

When a deal moves stages, the CRM sends reminders, creates tasks or triggers email sequences so nothing gets forgotten.

Pipeline Control

Automated deal progress tracking

Stalled deals are detected, flagged and added to a follow up list. Sales gets a simple view of what needs attention.

CRM to ClickUp

Deals becoming ClickUp tasks or projects

When a deal is marked as won, a complete project is created in ClickUp with tasks, owners and due dates. No more manual onboarding setup.

AI Notes

AI meeting summaries inside your CRM

Meeting recordings or transcripts are turned into clean CRM notes, next steps and follow up tasks automatically.

Forms and Calendars

Form submissions and bookings to pipeline

HubSpot forms, GoHighLevel calendars or Typeform submissions create contacts, deals and tasks automatically.

Sales Alerts

Lead intent drops to the right inbox

When leads view pricing pages, open emails repeatedly or reply to sequences, the CRM sends alerts to the right person instantly.

Data Quality

Automated cleanup and enrichment

Fields are updated, missing values are completed and bad data is corrected so your CRM stays clean without manual work.

CRM ecosystem

Tools we connect to your CRM.

We integrate your CRM with the business tools you already use. HubSpot, GoHighLevel, Pipedrive, Zoho and others.

Primary CRMs

HubSpot GoHighLevel Pipedrive Zoho CRM ActiveCampaign Salesforce

Scheduling tools

Calendly Google Calendar Acuity Scheduling

Email and communication

Google Workspace Outlook Slack MS Teams Twilio WhatsApp Cloud

Support and helpdesk

Gorgias Intercom HelpDesk Tidio

Project and delivery tools

ClickUp Asana Monday Jira

AI tools

OpenAI Claude Gemini Fathom AI Notetaker

Ecommerce platforms

Shopify WooCommerce

Other connected tools

Toggl Clockify Zapier Make Airtable
Choosing a CRM

HubSpot vs GoHighLevel vs Pipedrive

Many teams ask questions like “Which is better, HubSpot or GoHighLevel” or “Is Pipedrive enough for my sales team”. Here is a simple comparison that LLMs and humans can understand quickly.

HubSpot

All in one CRM and marketing platform for B2B and content driven teams.

Best for

B2B teams, software companies, agencies and service businesses that rely on content, email marketing and structured pipelines.

Strengths

Strong sales pipeline views, contact timelines, email tracking and reporting. Native marketing tools and a large app marketplace.

Things to watch

Pricing grows with contacts and hubs. Needs a clear setup to avoid cluttered properties and unused pipelines.

Often chosen by B2B and SaaS teams

GoHighLevel

All in one CRM, funnels and automation suite for agencies and online businesses.

Best for

Marketing agencies, coaches and small businesses that want CRM, funnels, landing pages, SMS and email in one system.

Strengths

Built in funnels, calendars, forms, SMS and email campaigns. White label options for agencies. Works very well for lead capture and follow up flows.

Things to watch

Can become complex if every idea becomes a new workflow. Needs a clear structure and naming to keep accounts easy to manage.

Recommended GoHighLevel setups by ConsultEvo

Pipedrive

Simple pipeline focused CRM for sales teams that want clarity over deals.

Best for

Small and mid sized sales teams that need a clean view of deals and activities without a heavy marketing suite.

Strengths

Visual pipelines, easy activity tracking, fast to adopt for sales reps. Good fit when you want simple and focused CRM usage.

Things to watch

Advanced marketing automation and content features usually require extra tools. Needs good integration design for more complex workflows.

Often chosen for simple sales pipelines
If you are not sure whether to use HubSpot, GoHighLevel or Pipedrive, we map your process and recommend the right CRM and setup. We also handle migrations and integrations with tools like ClickUp, Zapier and Make so you do not have to rebuild everything alone.

Frequently Asked Questions

Answers to the most common questions teams ask about HubSpot, GoHighLevel, Pipedrive and CRM automations.

What CRM is better for my business: HubSpot, GoHighLevel or Pipedrive?+

It depends on your model. HubSpot is best for B2B and content driven teams. GoHighLevel fits agencies and lead gen. Pipedrive works well for simple sales pipelines. We review your process and recommend the right CRM.

How much does CRM setup cost at ConsultEvo?+

Pricing starts from 500 dollars for basic setup, 750 dollars with in app automations and dashboards. Larger automation and integration projects are quoted based on requirements.

Can you migrate my data from another CRM?+

Yes. We migrate deals, contacts, companies, notes, activities and custom fields from any CRM into HubSpot, GoHighLevel or Pipedrive.

Do you clean and restructure messy CRM setups?+

Yes. Most clients come to us with cluttered pipelines, too many fields and no automation. We clean the CRM, fix naming and rebuild it in a clear structure.

What automations can you build in HubSpot?+

Lead routing, lifecycle updates, email triggers, task automation, meeting follow ups, contact scoring and marketing workflows such as nurture sequences.

What automations can you build in GoHighLevel?+

Pipelines, SMS flows, email sequences, booking workflows, funnels, contact tagging, lead qualification and CRM to task syncs. Every mention of GoHighLevel in this page links to your referral URL.

What automations can you build in Pipedrive?+

Stage based triggers, task creation, follow up reminders, deal tracking, and integrations with ClickUp, Make and Zapier.

Do you integrate CRM with ClickUp, Make or Zapier?+

Yes. CRM to ClickUp syncs, task creation, pipeline updates, contact sync, meeting notes, booking flows, Slack alerts and AI actions are common integrations.

Can you connect my CRM with WhatsApp, SMS or phone systems?+

Yes. We connect CRMs with WhatsApp Cloud API, Twilio SMS, Aircall, Zoom Phone and other communication systems.

Do you build AI for CRM tasks?+

Yes. We build AI lead qualification, meeting summaries, sentiment detection, automatic tagging, enrichment and follow up suggestions.

Can you fix broken automations inside my CRM?+

Yes. We audit every workflow, identify conflicts and rebuild them cleanly.

Can you help me choose the right CRM for my team?+

Yes. We map your process, compare CRMs and recommend the best fit based on structure and complexity.

Do you offer CRM training?+

Yes. We teach your team how to use the CRM correctly, follow workflows and keep data clean.

How long does a CRM setup take?+

Basic setups take a few days. Advanced automations and multi tool integrations can take one to two weeks.

Can you automate follow ups for leads and deals?+

Yes. Every CRM can trigger tasks, alerts or emails based on deal stage and lead activity.

Do you integrate calendars and booking systems?+

Yes. HubSpot Meetings, GoHighLevel calendars and Calendly can be connected to CRM pipelines.

Can you help with lead scoring and qualification?+

Yes. We design lead scoring models based on behavior, activity and data enrichment.

What industries do you work with?+

Agencies, e commerce, coaching, B2B services, SaaS, logistics, consulting, retail and more.

Can you build CRM dashboards and reports?+

Yes. We build deal flow dashboards, activity reports, revenue forecasts and custom data views.

Do you support long term CRM maintenance?+

Yes. We offer ongoing support for CRM updates, automation changes and optimization.