CRM Migration – Automation Specialist

Job not on LinkedIn

🕒 June 27

🇨🇦 Canada – Remote

💵 $45 - $75 / hour

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 38%

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Logo of Focal Point

Focal Point

11 - 50 employees

Founded 2014

💼 Consulting

📚 Education

🏪 Marketplace

Consulting • Education • Marketplace

Focal Point is a UAE-based mobile app and platform that creates focal services across several areas: interactive Arabic language education for non-native speakers, on-demand trusted dream interpretation connecting users with vetted interpreters, a community of Quranic experts for learning and practice, and a smart matchmaking/documentation tool to assist those seeking marriage. The app aggregates experts and educational content in one consumer-facing mobile application, operating from Ajman, United Arab Emirates.

📋 Description

• Audit existing HubSpot workflows, forms, fields, pipelines, triggers, lists, tags, and automations • Document the current HubSpot setup before rebuilding or changing workflows • Support migration and rebuild from HubSpot to GoHighLevel • Rebuild CRM workflows, pipeline automations, forms, fields, triggers, and system logic in GoHighLevel • Validate migrated data, fields, pipelines, workflows, automations, and user-facing CRM setup • Ensure the GoHighLevel environment is organized, accurate, tested, and launch-ready • Perform post-launch checks after CRM migrations, workflow updates, or automation changes • Review, rebuild, update, and monitor sales pipeline automations • Test stage movement, task creation, lead routing, field updates, reminders, and follow-up actions • Identify broken workflows, missing conditions, incorrect triggers, duplicate actions, and automation gaps • Troubleshoot workflow issues involving triggers, actions, conditions, pipeline movement, and data accuracy • Support integrations across GoHighLevel, HubSpot, Zapier, Make.com, monday.com, APIs, and webhooks • Review data movement between systems and troubleshoot sync, formatting, mapping, API, webhook, and connection issues • Document integration logic, field mapping, data flow, and known risks • Test triggers, conditions, field updates, notifications, pipeline movement, data accuracy, and integrations • Validate workflows across scenarios, user actions, and pipeline stages • Document test results, issues, fixes, edge cases, and remaining risks • Create and maintain workflow documentation, field maps, process maps, testing notes, and handoff documentation • Gather and document stakeholder business requirements • Translate requests into CRM, workflow, automation, and integration requirements • Identify missing information, dependencies, risks, edge cases, and process impacts • Organize project goals, scope, requirements, dependencies, and success criteria • Support alignment among stakeholders, operations, implementation, and technical teams • Support APIs, webhooks, data formatting, workflow conditions, and system connections • Handle smaller technical tasks related to automations, integrations, reports, scripts, or internal systems • Review technical requirements and escalate larger development work when necessary

🎯 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 • Preferred: experience with CRM implementation projects • Preferred: experience with data migration and data validation • Preferred: experience reviewing or optimizing sales pipeline automations • Preferred: experience with API integrations and webhooks • Preferred: experience with project management tools • Preferred: experience with process mapping and workflow documentation • Preferred: basic programming or scripting knowledge, such as JavaScript, Python, or similar • Preferred: experience supporting software or automation projects through implementation • Preferred: experience working in remote or distributed teams

🏖️ Benefits

• 6-month contractor engagement with possibility of extension

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