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Scottish Energy Saving is looking for an experienced automation/development specialist to help complete and improve our sales and administration system. We already use GoHighLevel as our main CRM and are building an automated outbound and lead-management system using Apollo, AI/Claude and GHL. We need someone who can take what we already have and make the whole system work together reliably. Key requirements include: GoHighLevel CRM setup and optimisation Apollo integration and outbound sales workflows AI/Claude integration where practical Automatic transfer of qualified leads from Apollo into GHL Duplicate checking before creating CRM contacts Lead source and campaign tracking Pipeline and opportunity automation Automated follow-up workflows Appointment booking and calendar integration Email and SMS automation Lead qualification and routing CRM field mapping and clean data structure AI-assisted reply handling and lead summaries Internal notifications and task creation Reporting and sales-performance dashboards API, webhook, Make, Zapier or n8n integrations where required Our aim is to create a system where: Lead generated → qualified → contacted → replied → booked for telephone consultation → added/updated in GHL → followed up → survey/proposal → won/lost We want as much of the routine process automated as possible while keeping important commercial and technical decisions with our team. We are not looking for someone to simply install software. We need someone who understands sales processes, CRM architecture and automation, can review our existing setup, identify gaps and implement the working solution. Experience with GoHighLevel and API/webhook integrations is essential. Apollo and AI integration experience would be a major advantage. Please include examples of similar CRM or sales-automation systems you have built.
Project ID: 40740055
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177 freelancers are bidding on average £25 GBP/hour for this job

Hello — I would make GoHighLevel the source of truth, with Apollo pushing only qualified, de-duplicated leads into the right pipeline. Claude should sit behind clear rules for reply handling and summaries, not decide routing or commercial next steps. - You get an audit of fields, pipelines, calendars, campaigns, and broken handoffs. - I will map Apollo, Claude, GHL, email, SMS, booking, tasks, and dashboards. - Proposal: n8n or Make for simple flows, Laravel + MySQL for logic-heavy middleware. - API auth, signed webhooks, duplicate rules, test cases, and deployment notes are included. I will start by tracing one lead from Apollo to won/lost, then fix the gaps in order of risk. Is your current automation mainly in Make, Zapier, n8n, or custom API? Roman
£33 GBP in 7 days
10.0
10.0

Hi, I am Adeel. I work regularly with GoHighLevel, Zoho and Salesforce style CRM stacks, and build automation with n8n, Make and REST APIs, which is the core of what you need here between Apollo and GHL. I would start by mapping your current GHL pipeline and Apollo export fields, then build the duplicate check and lead sync first since that is what breaks trust in a system fastest. AI reply handling and dashboards come once the core pipeline is reliable. Happy to review your existing GHL and Apollo setup free of charge and give you a short written breakdown of the gaps and a build order, yours to keep regardless. Is the AI reply handling meant to draft responses for review or send them automatically?
£18 GBP in 2 days
9.6
9.6

I can take over your existing GoHighLevel system and connect Apollo + Claude/AI into a reliable end-to-end sales automation. I’ll audit the current setup, fix gaps and implement lead syncing, duplicate checks, field mapping, source/campaign tracking, pipeline stages, qualification/routing, booking, email/SMS follow-ups, notifications and reporting using APIs, webhooks, Make/Zapier or n8n as required. I’ll also add practical AI automation for lead summaries, qualification and reply handling, while keeping important decisions with your team. The complete flow will be tested from lead generation → qualification → contact → booking → survey/proposal → won/lost, with proper error handling and clean CRM data. Ready to start ASAP.
£20 GBP in 40 days
8.5
8.5

Hello, We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in PHP, Sales, CRM, MySQL, HTML, Sales Management, Administrative Support, Automation, Apollo, GoHighLevel and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
£25 GBP in 5 days
8.9
8.9

Hi Scottish Energy Saving, I can optimize your sales and administration system. I will enhance your GoHighLevel CRM setup by refining workflows and ensuring smooth integration with Apollo for outbound sales. I will implement AI/Claude where it can add value, particularly in lead qualification and routing. I will set up automatic lead transfers from Apollo to GHL, ensuring duplicate checking to maintain clean data. For tracking, I will establish lead source and campaign metrics, and automate follow-up workflows to improve efficiency. I will integrate appointment booking with calendar systems and set up email and SMS automation for timely communication. Additionally, I will create internal notifications and task creation to keep your team informed. To get started, I will need access to your current GoHighLevel setup, Apollo account, and any existing documentation on your workflows. Thanks!
£25 GBP in 40 days
8.3
8.3

Let's get leads flowing cleanly from Apollo through GHL to booked calls, with duplicate checks and tracking baked in from the start. I have excellent experience with GoHighLevel automation, Apollo integration, and webhook/API workflows via Make and n8n, including AI-assisted lead qualification and reply handling. what's already built and working versus what's still gaps to fix? And do you have a preference between Make, Zapier, or n8n for the automation layer, or is that open to my recommendation? Plesae ping to discuss the requirement timeframe and the budget also. Thanks!!!
£18 GBP in 40 days
8.2
8.2

I’d begin by tracing the Apollo → GHL handoff, defining the qualified-lead payload and checking contacts by email/domain before any record is created. Within 6 working days, I’ll deliver a working sales flow from lead qualification through telephone-consultation booking, with clean field mapping, source/campaign attribution, pipeline stages, follow-ups, email/SMS actions, internal tasks and reporting views. I’ll use GHL APIs/webhooks with Make, n8n or direct endpoints where appropriate, then add Claude for reply classification, lead summaries and routing while keeping commercial decisions with your team. I previously built an AI outreach system that discovers businesses, scrapes contacts, generates personalised emails and sends them through paced SMTP with rotation and unsubscribe handling. Is Apollo already returning a stable qualification field that should trigger the GHL transfer? Muhammad Saad
£27 GBP in 40 days
7.9
7.9

Hi there, I understand you are looking to streamline your sales and administration workflows by connecting Apollo, Claude AI, and GoHighLevel into a reliable, end-to-end lead management system. I have extensive experience building integrated web architectures, backend services, and automated data pipelines using PHP, Node.js, and various webhook systems, making me a great fit for this project. My approach focuses on practical software engineering, ensuring that data flows smoothly from lead generation to final opportunity status without creating duplicates or breaking existing CRM structures. I can support you by auditing your current GHL setup, configuring robust duplicate-checking logic before contact creation, integrating Apollo and Claude for smart lead routing and AI-assisted replies, and setting up clean pipeline automations and performance dashboards. I focus on maintainable, robust integrations that keep your team in control of key commercial decisions while eliminating routine manual tasks. Let's connect to discuss your existing setup and how we can get your outbound and CRM workflows running reliably.
£18 GBP in 30 days
7.9
7.9

Hello!, This is James from Hollywood... I can help Scottish Energy Saving connect GoHighLevel with your sales process so leads are captured cleanly, followed up fast, and nothing slips through the cracks. The main issue here is usually broken handoffs between CRM, forms, Apollo, and sales workflows. I’ll map the exact journey first, then build it in phases: lead capture, contact enrichment, pipeline routing, task/notification setup, and testing so it runs reliably. My approach is practical. I’ll review the current structure, find where data is being lost, and implement a setup your team can actually use day to day. Since you need both CRM and sales automation handled properly, I’ll keep the logic simple, scalable, and easy to maintain. A few relevant builds I’ve worked on: - a CRM automation dashboard for a local solar sales team - an appointment follow-up system for a healthcare lead gen agency - an internal pipeline sync tool for a small marketing firm - a lead qualification workflow for a service business Quick questions: 1. What should trigger the automation today, form submits, Apollo leads, imports, or manual entry? 2. Do you already have a GoHighLevel pipeline and stages set up, or should I structure that too? 3. What are the must-have actions after a lead enters, email, SMS, task creation, tagging, assignment, or all of them? If you want, I can review the current setup and tell you the cleanest path forward before touching anything.
£40 GBP in 7 days
7.2
7.2

Hi, I went through your project details and understand what you're looking to achieve. I'd be interested in working with you on this. Based on the requirements you've shared, I can handle the project from start to completion while keeping the work aligned with your expectations, timeline, and desired outcome. My approach is straightforward: first, I'll make sure the requirements and expected deliverables are clear. Then I'll complete the work in structured stages, share progress along the way, incorporate your feedback, and deliver the final work after everything has been reviewed. Before we begin, I have a couple of questions about your requirements that will help me understand the scope more accurately. Feel free to message me so we can discuss the details and determine the best way to move forward. Best regards, Anum
£27 GBP in 40 days
6.9
6.9

Hi, I understand you need your existing GoHighLevel system reviewed, completed, and connected properly with Apollo, Claude, and the other automation tools. The main focus is a clean flow from lead generation and qualification through contact creation, duplicate checking, follow-ups, booking, routing, and won/lost tracking. I would first review your current GHL setup, fields, pipelines, workflows, and integrations. Then I would map the data between Apollo and GHL, add duplicate checks, connect the required API and webhooks, and build reliable automation for email, SMS, appointments, notifications, tasks, and reporting. PHP, HTML, MySQL, and API experience will help where custom integration or data handling is needed. I would also test each stage with real examples so the system stays dependable and your team keeps control of important decisions. Please share access to the existing setup and any similar CRM automation work you want reviewed. Which parts of the current GoHighLevel, Apollo, Make, Zapier, or n8n setup are already working, and which workflows are failing or still missing? Regards
£18 GBP in 31 days
7.1
7.1

Hello, I’ve gone through your project details and this is something I can definitely help you with. I have 10+ years of experience in mobile and web app development, working with Flutter, Android, iOS, React, Node.js, and APIs. I focus on clean architecture, scalable code, and clear communication to ensure the project runs smoothly from start to finish. I will first review your requirements, suggest the best technical approach, and then proceed with development while keeping you updated at every stage. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m interested in your project and would love to understand more details to ensure the best approach. Could you clarify:Could you provide more details on your existing GoHighLevel setup? Let’s discuss over chat! Regards, Arpit Jaiswal
£18 GBP in 24 days
7.2
7.2

Hi there, I noticed you are seeking a specialist for enhancing your GoHighLevel CRM and integrating Apollo for lead management. I can optimize the existing CRM setup and implement the necessary API/webhook integrations to streamline the sales workflows you outlined. I'll ensure that lead qualification, duplicate checking, and automated follow-up processes are implemented seamlessly to enhance your system's reliability. My experience includes building similar systems and handling various integrations, which will allow me to efficiently automate the routine processes while keeping your team in control of the critical decisions. Happy to discuss the details and suggest the best technical approach. Regards, Ali
£18 GBP in 1 day
6.5
6.5

Hello, I have carefully read your project description and understand that you need an experienced automation specialist to review and complete your existing GoHighLevel, Apollo, and AI-based sales system rather than building a disconnected setup from scratch. I can audit your current CRM structure, pipelines, fields, workflows, calendars, integrations, and outbound process, then connect the complete lead journey from Apollo through qualification, duplicate checking, GHL contact creation/update, campaign tracking, follow-ups, appointment booking, surveys, proposals, and won/lost stages. I can use APIs, webhooks, Make, Zapier, or n8n depending on the workflow and reliability requirements. I can also implement AI/Claude-assisted lead summaries and reply handling, intelligent routing, internal notifications, task creation, reporting, and sales dashboards while keeping important commercial decisions under your team’s control. Data mapping, duplicate prevention, error handling, and reliable automation will be treated as core parts of the implementation. Before confirming the scope, I would like to review your existing GHL setup, Apollo configuration, current workflows, API access, lead fields, pipeline stages, and the areas that are currently incomplete or unreliable. Once these details are clear, I will share accurate pricing and timeline. Best Regards, Rabia Shaikh
£18 GBP in 40 days
6.7
6.7

Hi, I'm Denis, a full-stack developer specializing in end-to-end sales automation systems. I've built several pipelines integrating CRMs, outbound platforms, and AI workflows to move leads from generation through qualification, contact, and booking without manual handoffs. I understand your goal: a reliable system where Apollo feeds qualified leads into GoHighLevel with duplicate detection, automated follow-ups, and appointment booking—while keeping your team in control of key decisions. My approach: 1. **Review & Plan**: Audit your current GoHighLevel and Apollo setup to identify gaps. Map out which workflows belong in GHL versus external logic (webhooks, Make/n8n, Claude). 2. **Build Core Pipeline**: Implement lead transfer with duplicate checking, clean field mapping, and automation for follow-ups and notifications. 3. **Define Qualification Logic**: This is where most systems fail. I'd work with you to clarify what qualifies a lead and how routing should work, then implement it as a reliable filter both Apollo and GHL respect. 4. **Smart AI Integration**: Claude works best for summarizing replies and suggesting next steps—not automating every decision. I'd start with high-confidence use cases and expand from there. The key is keeping your data clean and your logic transparent. No unnecessary complexity. I'm ready to start immediately. Let's discuss the details. Thanks, Denis
£18 GBP in 40 days
6.3
6.3

Hello!⚡ Thank you for posting your GoHighLevel CRM & Sales Automation Integration Specialist project for Scottish Energy Saving. Connecting Apollo, GHL and AI into one reliable sales pipeline is exactly the kind of automation I build. I recently built an Apollo-to-GHL system for a UK home-improvement firm with dedupe, AI reply triage, booked calls and pipeline dashboards. How I'd approach yours: 1. Audit your GHL setup, fields, pipelines and workflows, then map every gap 2. Apollo sequences to GHL via webhooks and n8n, with email/phone dedupe first 3. Lead source, campaign tags and qualification scoring with routing rules 4. Claude reads replies, writes lead summaries and drafts responses for approval 5. Booking, calendar, SMS/email follow-ups, tasks and team notifications 6. Stages from consultation to survey, proposal and won/lost, plus live reports I'll give your team a clean, automated pipeline where people make the key calls, and make this a success with you. Thanks. Hassan
£25 GBP in 40 days
6.6
6.6

Hey there! I see you're looking for someone to help with integrating GoHighLevel CRM and sales automation for Scottish Energy Saving. Your main goal seems to be streamlining your sales processes and ensuring effective automation to boost efficiency. I noticed you want a specialist with experience in PHP, MySQL, and CRM systems, which aligns perfectly with my background. I’d like to clarify if you have existing workflows that need optimization or if we’re starting from scratch. It’s also important to discuss your current tech stack and any specific integrations you envision. A phased approach could really help here. Starting with an assessment of your current setup, followed by a clear plan for integration and automation, might reduce risks and ensure smooth implementation. Some similar things I've built: a regional booking platform for a tutoring company, an internal CRM for a property agency, and a React Native field-reporting app. Looking forward to hearing more about your project!
£25 GBP in 10 days
6.6
6.6

I can take your existing GoHighLevel, Apollo and AI setup and turn it into one reliable sales system, with clean lead syncing, duplicate protection, qualification, follow-ups, booking and reporting all working together. I’ll first audit what you already have, fix the gaps, then build the required API/webhook automations so the team gets a dependable workflow without unnecessary manual work.
£18 GBP in 40 days
6.3
6.3

The key here is making your Apollo → qualification → GHL → consultation → proposal → won/lost journey operate as one controlled workflow, rather than a collection of automations that can create duplicate contacts or lose campaign attribution. I’d establish GHL as the CRM source of truth and define the data and lifecycle rules before extending the automations. My priorities would be integrations and admin workflows. I’d map Apollo fields into GHL, add duplicate checks and lead-source attribution, then implement pipeline transitions, qualification/routing, calendar booking, email/SMS follow-ups, tasks, internal alerts and reporting. Claude can sit selectively around reply classification, summaries and qualification while commercial decisions remain with your team. I’ve built CRM and automation systems involving webhooks, APIs, Zapier, lead routing, notifications and external sales platforms, and can review an existing setup rather than forcing a rebuild. A close example is Kingmovers, where we integrated RingCentral, CallRail and SmartMoving CRM with UTM tracking, lead synchronization, webhooks, notifications and admin analytics.
£27 GBP in 40 days
6.4
6.4

It’s exhausting when your sales and admin systems feel like a patchwork instead of a seamless engine. Chasing leads across GoHighLevel, Apollo, and AI tools, only to find duplicates or missed handoffs, eats up time and saps momentum. When every lead matters, unreliable automation can cost you real opportunities. Let’s turn your tech stack into a reliable, automated sales machine so qualified leads flow smoothly and your team stays focused on commercial decisions. You’ll see cleaner data, faster lead handling, and a visible improvement in how leads move from generation to booked consultations. First, I will review your existing GoHighLevel, Apollo, and AI integrations to spot gaps and bottlenecks. Next, I’ll connect these tools so leads move automatically with duplicate checking and campaign tracking. Finally, I’ll set up automated workflows for follow-ups, bookings, and notifications so your pipeline runs itself. Which part of your current sales process feels most manual or inconsistent right now?
£26 GBP in 40 days
6.3
6.3

Dunfermline, United Kingdom
Member since Sep 29, 2026
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