Sourabh SainiCRM & Automation Expert
Specializing in HubSpot, WordPress, and workflow automation. I build scalable digital solutions that streamline data flows, reduce manual effort, and drive business outcomes through intelligent integrations.
HubSpot
WordPress
Salesforce
Zapier
WooCommerce
Google Services
Automation
Core Expertise
A comprehensive skill set spanning CMS, CRM, automation, and modern web technologies
CMS & CRM
Automation
Integrations
Web Technologies
Analytics & SEO
E-Commerce & Digital
Professional Journey
5+ years of experience building and integrating CRM and CMS platforms
HubSpot Engineer / Integration Engineer
- Led end-to-end HubSpot-Salesforce integration for US financial loan processing platform
- Designed secure data synchronization with SSN linkage and compliance requirements
- Integrated Salesforce APIs to fetch CIBIL/credit score data for automated eligibility
- Implemented rule-based automation for loan application classification
- Developed custom-coded actions in HubSpot workflows using Node.js
Software/HubSpot Engineer
- Developed and maintained company websites, enhancing user experience
- Automated workflows using HubSpot and ClickUp for operational efficiency
- Built integration system connecting HubSpot CRM with booking platforms
- Created automated workflows to sync lead data from multiple touchpoints
- Developed reporting dashboards for real-time sales pipeline visibility
HubSpot Integration Engineer
- Developed WooCommerce websites integrated with HubSpot CRM
- Streamlined data flow through Zapier automation
- Designed integration architecture for B2B fintech company
- Built automated workflows for lead capture and qualification
- Created compliance-focused automation for audit-ready documentation
Software Engineer
- Architected multi-step Zapier workflows, improving data accuracy by 30%
- Developed custom WordPress themes and plugins with CRM integration
- Optimized WordPress performance, reducing load times by 40%
- Designed HIPAA-compliant integration workflows for health tech platform
- Implemented data validation for credential accuracy
Associate Software Engineer
- Built Outdoor Norway's website from scratch using custom WordPress theme
- Integrated third-party booking system for real-time availability
- Implemented SEO strategies including schema markup and meta tags
- Configured Google Analytics and Search Console
- Achieved significant improvements in organic visibility
E-Commerce Intern
- Created spreadsheets for bulk upload of apparel items
- Uploaded products to Amazon, Flipkart, and Meesho
- Retouched and optimized product photography
- Performed post-upload QA on live listings
- Maintained data accuracy across multiple platforms
Featured Projects
Complex integrations and automation solutions delivered across multiple industries
Financial Loan Automation Platform
End-to-end HubSpot-Salesforce integration for secure loan processing with real-time eligibility assessment
Automated loan qualification with 99.9% accuracy
Travel Industry CRM Integration
Comprehensive integration connecting HubSpot with booking platforms and customer communication tools
Deduplication of 50,000+ CRM records with real-time dashboards
Financial Services Lead Management
Integration architecture for lead capture, qualification, and compliance automation
Automated quarterly reporting and advisor segmentation
Healthcare Provider Network Management
Integration workflows for provider credentials, licensing, and referral network synchronization
Automated license expiration alerts and network coverage analysis
E-Commerce Platform Integration
Multi-platform e-commerce solution with bulk product uploads and inventory synchronization
Successfully managed 1000+ product listings with 99% accuracy
Travel Booking System Integration
Real-time booking system integration with availability synchronization and automated reservation management
Seamless real-time availability updates reducing booking conflicts by 100%
Certifications & Credentials
Professional certifications demonstrating expertise in CRM platforms, automation tools, and web development
ClickUp University Graduate
Expert in ClickUp project management, workflow automation, and team collaboration.
HubSpot Academy
Comprehensive certification in HubSpot CRM, marketing automation, and inbound strategy.
WordPress.org
Professional certification in WordPress development, theme customization, and optimization.
ClickUp Novice Certificate
ClickUp University
Foundation-level knowledge of ClickUp core features and basic project management
ClickUp Admin Certificate
ClickUp University
Workspace administration, permissions management, and advanced settings
ClickUp Intermediate Certificate
ClickUp University
Intermediate project management, automations, and team collaboration workflows
ClickUp for Guests Certificate
ClickUp University
Managing guest access, external collaborators, and permission structures
ClickUp AI: Knowledge Certification
ClickUp University
AI-powered productivity features, ClickUp Brain, and intelligent automation
ClickUp Expert Certificate
ClickUp University
Expert-level mastery of ClickUp including advanced automation and custom workflows
Capacity Planning Certificate
ClickUp University
Resource management, workload balancing, and team capacity planning strategies
ClickUp Chat: Knowledge Certification
ClickUp University
ClickUp Chat features, real-time collaboration, and AI-powered messaging
HubSpot Marketing & Automation
HubSpot Academy
Comprehensive certification in HubSpot CRM, marketing automation, and inbound strategy
WordPress Certified
WordPress.org
Professional certification in WordPress development, theme customization, and optimization