--- title: Roque Mozingo | Salesforce & HubSpot CRM Solution Architect description: Independent CRM Solution Architect in Folsom, CA. Salesforce and HubSpot architecture, migrations, automation, and AI agent design. 25+ years in sales operations. --- [Skip to content](https://www.crminfotechs.com#main-content) [![Group-2-(1)1](https://www.crminfotechs.com/hs-fs/hubfs/Group-2-(1)1.png?width=319&height=70&name=Group-2-(1)1.png)](https://www.crminfotechs.com/crm-info-tech?hsLang=en) - [About Us](https://www.crminfotechs.com/) Show submenu for {{ link.label }} - [What is a CRM Info Tech?](https://www.crminfotechs.com/crm-info-tech) - [Blog](https://www.crminfotechs.com/blog) - [Partners](https://www.crminfotechs.com/partners) - [CRM Platforms](https://www.crminfotechs.com/crm-platforms) Show submenu for {{ link.label }} - [Salesforce](https://www.crminfotechs.com/crm-platforms#salesforce) - [HubSpot](https://www.crminfotechs.com/crm-platforms#hubspot) - [Key Differences](https://www.crminfotechs.com/crm-platforms#key-differences) - [Integrated Salesforce and HubSpot](https://www.crminfotechs.com/crm-platforms#integration) - [CRM Services](https://www.crminfotechs.com/crm-services) Show submenu for {{ link.label }} - [All CRM Services](https://www.crminfotechs.com/crm-services) Open main navigation Close main navigation - [About Us](https://www.crminfotechs.com/) Show submenu for {{ link.label }} - [What is a CRM Info Tech?](https://www.crminfotechs.com/crm-info-tech) - [Blog](https://www.crminfotechs.com/blog) - [Partners](https://www.crminfotechs.com/partners) - [CRM Platforms](https://www.crminfotechs.com/crm-platforms) Show submenu for {{ link.label }} - [Salesforce](https://www.crminfotechs.com/crm-platforms#salesforce) - [HubSpot](https://www.crminfotechs.com/crm-platforms#hubspot) - [Key Differences](https://www.crminfotechs.com/crm-platforms#key-differences) - [Integrated Salesforce and HubSpot](https://www.crminfotechs.com/crm-platforms#integration) - [CRM Services](https://www.crminfotechs.com/crm-services) Show submenu for {{ link.label }} - [All CRM Services](https://www.crminfotechs.com/crm-services) - [Contact](https://www.crminfotechs.com/#contact-us) [Schedule a Consultation](https://www.crminfotechs.com/en/schedule-a-meeting) [Contact](https://www.crminfotechs.com/?hsLang=en#contact-us) [Schedule a Consultation](https://www.crminfotechs.com/en/schedule-a-meeting?hsLang=en) ![Mask group (48)](https://www.crminfotechs.com/hs-fs/hubfs/Mask%20group%20(48).png?width=1920&height=840&name=Mask%20group%20(48).png) Roque Mozingo CRM Solution Architect for Salesforce and HubSpot. I'm the founder of CRM Info Techs, an independent practice. 25+ years in sales operations and 7 years architecting Salesforce and HubSpot for financial services, nonprofits, and small business. I design the data model, build the automation, migrate the data, and train the Users who work in the CRM every day. I also build and supervise AI agents that work inside these systems. ![Roque Mozingo, CRM Solution Architect](https://www.crminfotechs.com/hs-fs/hubfs/roque-mozingo-headshot-web.jpg?width=280&height=430&name=roque-mozingo-headshot-web.jpg) ## How I **Work** Hi, I'm Roque.  People also call me Rock.  You can expect me to get to work by interviewing stakeholders at every level before developing a plan, from leadership to the reps who live in the system all day. At larger orgs I work through power users and influencers and use polls to cover the rest.  I gather requirements that are unique to your business, and identify the edge cases the your people encounter now. Solutions are built in a Sandbox first.  Native platform tooling comes first, then Zapier, Make, APIs, and custom code wherever they're the right fit, then rollout to production with any necessary announcements and training.  I also streamline processes using AI agents that work inside the CRM, each running on rules I formulate over iterations until proven track record, freeing up time for your employees to focus on what's important. Success is measured by adoption and a complete view of every Contact. ![Group 14](https://www.crminfotechs.com/hs-fs/hubfs/Group%2014.png?width=651&height=510&name=Group%2014.png) ## How I **Work** I interview stakeholders at every level before implementation, from leadership to the reps who live in the system all day. At larger orgs I work through power users and influencers and use polls to cover the rest. That is where the edge cases show up. Everything is built in a Sandbox first, on native platform tooling before custom code. Success is measured by adoption and a complete view of every Contact. CRM Implementation, Integrations and Administration Automation and AI Agents Data Migration, Management, and Analytics User Support and Training ### Industries Served I've built CRM environments for grantmaking foundations, wealth advisors, lenders, and small practices. Every org is different, so every build starts with discovery, not a template. Nonprofits & Foundations Grantmaking pipelines, an event engine, and consent management for a 75+ User, 3-office national foundation. Financial Services Financial Services Cloud builds and migrations for wealth advisory firms, including RedTail and Orion data. Small-Business Lending Data governance, a data dictionary, and a weekly import pipeline for a funding firm. A client of 7+ years. Wellness Practices A full operating system for a wellness practice: HubSpot, scheduling, e-signature, and automated SMS. ## AI Agents, **Built and Supervised** *Possibilities are endless, here's some examples:* - A prospecting agent that researches prospects, creates lead or deal records in HubSpot, writes and sends first contact email using your company's voice, and creates HubSpot follow-up tasks for humans or another AI Agent. - An inbox watchdog that flags messages needing reply and also monitors for customer agreement, that when identified, automatically performs actions such as adding a calendar event with all the right attendees, creating and sending a contract, or sending the decision to another department, all while providing you a summary.  You can check the output before send as long as it takes until you are comfortable with Agent. **AI autonomy, built for speed, keeping your people in the loop.** ## A Few of my Selected **Work Experiences** - **A Non-Profit Foundation with Global Impact, 75+ Users, 3 offices, 8 program teams:** Joined an in-flight HubSpot implementation after the original implementation consultancy exited. Finished the migration, unified grants management and program operations data into one record architecture, and led the launch. - **A National Sales Brokerage:** Rebuilt an underused Salesforce org into the company's operating backbone with 90+ time-saving automations, using validation rules for structure, as well as data-quality dashboards to ensure good, actionable, reliable data for the  Sales Team. - **Dual-CRM consultancies:** I've built several database to CRM migrations, and bi-directional sycs, such as between Salesforce and HubSpot, Orion and Salesforce, Orion and HubSpot, Qualia and HubSpot.  To ensure clean data, syncs and migrations include include pre-process cleansing and post-load reconciliation. ## **Certifications** Salesforce Certified AI Associate · Einstein Prediction Builder Accredited Professional · Salesforce Certified Sales Cloud Consultant · Salesforce Certified Administrator · HubSpot Salesforce Integration Certified · HubSpot Data Integrations Certified · Mercor Introduction to Agents Salesforce Base Tier Partner · HubSpot Solutions Provider Partner ### Latest Writing ### Contact Me Send me a note, or [**book a 20 minute call**](https://www.crminfotechs.com/en/schedule-a-meeting?hsLang=en). ![Group 13 (1)](https://www.crminfotechs.com/hs-fs/hubfs/Group%2013%20(1).png?width=595&height=466&name=Group%2013%20(1).png) ![Group-411](https://www.crminfotechs.com/hs-fs/hubfs/Group-411.png?width=217&height=122&name=Group-411.png) CRM Info Techs 1750 Prairie City Rd, Suite 130, #846 Folsom, CA 95630 Phone **510-846-0446** Email [**info@crminfotechs.com**](mailto:info@crminfotechs.com) ©2026 CRM Info Techs. 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