SaaS & Professional Services
Close the deal. The kickoff sets itself up.
When a deal moves, projects, tasks, contracts and follow-ups should move with it. I connect HubSpot to your delivery and communication tools so handoffs never fall through.
Challenges
Challenges we see
- Sales-to-delivery handoff is an email and a hope.
- Contract details re-typed into deals.
- Calls and SMS not logged against contacts.
- Lead flow can't tell a good fit from noise.
Solutions
What I build for SaaS & Professional Services
Each of these maps to a service you can read about in full.
ClickUp project and task creation on stage change
Workflow, n8n & AI AutomationAI contract processing (n8n + OpenAI)
Workflow, n8n & AI AutomationAircall SMS and call automation
HubSpot Integrations & APILead qualification workflows
HubSpot Implementation & CRM SetupClient portal for deliverables
Custom Cards (UI Extensions) & Client Portals
Related work
Projects close to this
IllustrativeProfessional ServicesClosed deal → ClickUp space and task, automatically
A deal changes stage; the ClickUp project is already waiting.
- ClickUp API
- HubSpot Workflows
IllustrativeSaaS / ServicesAI contract processing for HubSpot deals
Contract details extracted with AI and written to the deal.
- n8n
- HubSpot
- OpenAI o1-mini
- JavaScript
IllustrativeSaaS / ServicesAircall + HubSpot: SMS follow-ups that react to every reply
SMS follow-ups that adapt to each reply — triggered by real-time Aircall events.
- Aircall API
- Webhooks
- HubSpot Workflows
FAQ
Common questions
Let's find the manual work hiding in your HubSpot.
30 minutes. You show me how things work today; I'll tell you what I'd fix first and roughly what it takes — no pitch deck.
Almost always reply within 24 hours