CRM Automation — HubSpot, Pipedrive, GoHighLevel setup + workflows
We set up or rebuild your CRM end-to-end: pipeline structure, lead-source attribution, automated sequences, deal-stage workflows, reporting dashboards. Fixed-scope project from $2,500 AUD.
Reviewed by Jenn Yang · Director, DotVA · 48+ AU placements managed · Last checked 18 May 2026
What you get
- Discovery + audit of current CRM state
- Pipeline structure design (deal stages, lifecycle, win/loss reasons)
- Lead source attribution + UTM tracking
- Automated email + SMS sequences (welcome, nurture, re-engagement)
- Deal-stage workflows (notifications, task creation, hand-offs)
- Lead scoring rules (where applicable)
- Reporting dashboards (pipeline value, conversion rates, source ROI)
- Team training session (60 min)
- Documentation handover
- 30 days of post-launch tuning
This is ideal for
- AU small businesses with 10+ inbound leads/week and no clean CRM
- Teams already paying for HubSpot/Pipedrive/GHL but barely using it
- Service businesses transitioning from spreadsheets to a real CRM
This is NOT ideal for
- Enterprises with established Salesforce Admin teams
- Businesses needing custom Salesforce object development
Most AU small business CRMs are graveyards of half-finished setups. A clean rebuild — proper pipeline, real automation, dashboards that mean something — is usually a 3-week project, not a 6-month enterprise rollout.
What “done” looks like
Every DotVA AI services engagement is fixed-scope, fixed-price, and fixed-timeline. No retainers without a defined deliverable. No “discovery phases” that turn into 6-month projects. The scoping call is free; the written quote that follows is what you sign off on.
Why we say no
We turn down roughly 30% of applications. Usually because the team isn’t ready, the goal isn’t clear, or there’s a simpler path that doesn’t need us. We’d rather tell you that on the discovery call than take a brief that won’t deliver. The shortest path to outcome isn’t always us.
Apply below
Two minutes. We read every application within 1 business day. If we’re a good fit, we book the scoping call. If we’re not, we say so — and usually suggest who is.
Tools we set up + integrate
- HubSpot (Marketing/Sales Hub)
- Pipedrive
- GoHighLevel
- ActiveCampaign
- Mailchimp
- Zapier
- Make
Common questions
Which CRM should I use?
Depends on your model. HubSpot for inbound-heavy SaaS-style; Pipedrive for outbound sales-first; GoHighLevel for agencies + multi-business. We recommend in discovery based on your fit.
Can you migrate from one CRM to another?
Yes — data export, mapping, import, deduplication. Scope is usually a separate quote on top of the rebuild.
What about ongoing maintenance after launch?
Optional monthly retainer ($500-$1,500/month) for ongoing tuning, new workflows, reporting changes. Most clients self-maintain after 30 days.
Tell us about your situation.
2 minutes. We read every application and reply within 1 business day. If we don't think we're the right fit, we say so — and usually suggest who is.
Thanks — application received
We've got your details for the CRM Automation — HubSpot, Pipedrive, GoHighLevel setup + workflows brief. Expect a reply within 1 business day. If we need anything else to scope it, we'll ask.