CRM Migration & Automation Specialist
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Job Description
Contract CRM Migration & Automation Specialist aiding in the transition from HubSpot to GoHighLevel. Focus on auditing, documenting, and improving CRM workflows and automations.
Responsibilities:
- Help audit, document, rebuild, test, and improve CRM workflows, sales pipeline automations, integrations, forms, fields, triggers, and system connections across HubSpot, GoHighLevel, Zapier, Make.com, and monday.com.
- Audit existing HubSpot workflows, forms, fields, pipelines, triggers, lists, tags, and automations.
- Document how the current HubSpot setup works before rebuilding or changing workflows.
- Support the migration and rebuild from HubSpot to GoHighLevel.
- Validate migrated data, fields, pipelines, workflows, automations, and user-facing CRM setup.
Requirements:
- Experience working with GoHighLevel.
- Experience working with HubSpot.
- Experience supporting CRM migrations, especially from HubSpot to GoHighLevel.
- Experience with Zapier, Make.com, and Monday.com.
- Background in computer science, software engineering, information systems, or a similar technical field.
- Strong understanding of automation logic, CRM processes, sales pipeline automations, and business workflows.
- Understanding of programming concepts, development logic, APIs, webhooks, and data flow.
- Experience documenting workflows, requirements, and process steps.
- Experience testing workflows, automations, integrations, and CRM processes.
- Strong attention to detail.
- Good problem-solving skills.
- Ability to identify missing requirements, risks, and edge cases.
- Strong communication and coordination skills.
- Ability to work with both technical and non-technical teams.
- Ability to manage multiple tasks and deadlines.
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