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GoHighLevel Expert Needed — Full CRM Setup, Automations & Billing Integration
UpworkINNot specifiedintermediate
CRM AutomationLead Management AutomationAPI IntegrationZoho CRMHighLevelWhatsApp
GoHighLevel (GHL) Expert Needed - Full CRM Setup, Automations & Billing Integration
We're a SaaS company based in India, looking for an experienced GoHighLevel specialist to set up our complete CRM infrastructure from scratch. This is a well-scoped project with a detailed requirements document ready to share immediately.
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WHAT NEEDS TO BE BUILT
1. Lead Capture & Form Integrations
- Connect website Sign-Up, Contact Us, and Demo Scheduling forms to GHL
- Auto-create lead records with source tagging on every form submission
2. Pipeline & Lead Management
- 8-stage custom sales pipeline
- Lead scoring, tagging, manual entry, bulk CSV import, duplicate detection
3. Email & WhatsApp Automation
- 4 automated email sequences (welcome, demo confirmation, post-demo, re-engagement)
- 3 WhatsApp flows via WhatsApp Business API (instant lead ping, demo reminders, nurture)
- All triggered by lead actions and pipeline stage changes
4. Demo Scheduling Integration
- Setup GHL calendar for demo appointment booking with auto stage updates and notifications
5. Plan Purchase & GST Billing Flow
- Pre-payment billing details form (name, address, GSTIN, state)
- Estimate generation with correct GST logic:
→ Delhi customers: 9% CGST + 9% SGST
→ Outside Delhi: 18% IGST
- Razorpay payment gateway integration (Orders API + Webhooks)
- Automated GST-compliant invoice generation and email delivery on payment success
- Auto-upload of invoice PDFs to a designated Google Drive folder (monthly sub-folders)
- Auto-logging of every transaction to a Google Sheet (16-column billing log for GST filing)
- CRM record updated to Active on payment, triggering onboarding sequence
6. User Roles & Access
- Admin, Sales Manager, Sales Rep, and Marketing role configurations
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YOU MUST HAVE
- Proven GoHighLevel experience (please share examples or sub-account screenshots)
- Experience with Razorpay or equivalent payment gateway webhooks
- Experience with GST invoice generation (India-based billing knowledge is a strong plus)
- Google Drive API and Google Sheets API integration experience
- WhatsApp Business API setup experience (Wati / Interakt / AiSensy / AskEva or similar)
- Strong written English for documentation and handover
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DELIVERABLES
- Fully configured GHL sub-account
- All automations live and tested
- Billing flow tested end-to-end in Razorpay test mode
- Screen-recorded walkthrough video of everything built
- Written documentation of all automation flows
- 30-day post-handover bug fix support
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A detailed 13-section requirements document is ready to share with shortlisted candidates. Please read it fully before starting work.
To apply, please answer the following in your proposal:
1. Have you set up GST-compliant invoicing with Razorpay before? If yes, briefly describe the setup.
2. Which WhatsApp API platform do you prefer and why?
3. Share one GHL project you've completed that is most similar to this scope.
4. What is your estimated timeline and fixed price for this project?
Budget is negotiable for the right expert. Fixed-price bids preferred.
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Spent: $700Rating: 5.0