I build HubSpot websites, configure CRMs and automate the work between sales, marketing and support. I also set up AI customer agents, including the knowledge and handoff rules behind them.
I connected WordPress enquiry forms to HubSpot and set up qualification, lead ownership, follow-up and booking. The work also covered Jesse, the AI customer agent.
Lead ownership, status and routing logic.
Follow-up tasks, notifications and booking steps.
Jesse AI agent knowledge, guardrails and human handoff.
Closed won → implementation → onboardingHUBSPOT WORKFLOW
DATABIOLOGICS
HubSpot website, CRM and onboarding workflows
My DataBiologics work covered the HubSpot website, CRM, pipelines and workflows. The onboarding workflow shown here creates implementation tasks and notifications when a deal closes.
HubSpot website development and CRM configuration.
Pipeline structure and workflow automation.
Onboarding handoff across records, tasks and team notifications.
Knowledge · routing · human handoffACTUAL LIVE CHATBOT
ENVESEUR / MULTIBRAND CUSTOMER SERVICE
AI agent setup and human handoff
I'm auditing and configuring HubSpot customer agents across multiple brands and languages. This includes checking what the agents can answer, how conversations are routed and when a person should take over.
Knowledge sources, website crawl coverage and answer accuracy.
Routing by brand, website and language.
Human handoff, Help Desk setup and replies when an agent cannot help.
04 / NATIONAL EDUCATION GROUP | THE NATIONAL COLLEGE
Five HubSpot email templates
I designed these emails in Figma and coded them as HubSpot templates. The set covers newsletters, topic spotlights, event invitations, announcements and resource roundups.
Website development for a SaaS platformEXPLORE FULL PAGE ↗
FUNCTIONLY
HubSpot CMS development for Functionly
I worked on HubSpot CMS development for Functionly, an organizational design platform. The website presents the product, its features and use cases in a responsive layout.
My work combines development with CRM implementation. I can build the website, configure the records and workflows behind it, and help your team manage the result.
01 / CRM & REVOPS
CRM setup and automation
I configure properties, pipelines, lifecycle stages, lead ownership and workflows around how your team handles enquiries and customers.
CRM architecture · Automation · Data quality
02 / CMS & EMAIL
Custom websites and email templates
I build HubSpot themes, modules, pages and email templates from your designs, with controls your team can use to edit the content.
HubL · HTML / CSS · JavaScript
03 / AI & SERVICE
AI customer agents and support routing
I set up knowledge sources, chatflows, language routing and escalation rules. I also check what happens when the agent cannot answer or the support team is unavailable.
Breeze · Knowledge sources · Human handoff
04 / CONNECTED TOOLS
Forms, APIs and integrations
I connect forms and external tools to HubSpot, map the data to the right records and troubleshoot failed updates or unexpected workflow behavior.
APIs · Webhooks · Integration logic
03 / HOW I WORK
How I approach a project
I start with the process your team follows, then work through the build, checks and handover.
01
Map the requirements
Review the current setup, speak with the people using it and agree on what needs to change.
02
Build and configure
Develop the pages, modules, CRM structure or workflows needed for the agreed scope.
03
Check the behavior
Work through normal use and exceptions, including missing data, repeat submissions and unavailable support teams.
04
Document the work
Explain what changed, how to use it and which settings the team can manage.
HAVE A HUBSPOT CHALLENGE?
Tell me about your project.
Use the form to describe what you need, what's already in place and your timeline.
