Automation Specialist Needed (HubSpot + ClickUp)
Worldwide
A commercial exterior design company needing a seasoned HubSpot automation pro to set up an estimate follow-up sequence and connect ClickUp to our HubSpot pipeline (might become v2). You should be comfortable owning CRM automation end to end, working with minimal hand-holding after initial scope is agreed, and shipping something clean and well-tested. The two core pieces are a HubSpot follow-up workflow tied to our quoting process and a ClickUp connection that pushes new bids into HubSpot as deals. What the project covers: * A HubSpot workflow that kicks off the moment a deal moves into our "Estimate Sent" stage. * Scheduled follow-up emails, plus a nudge email every 72 hours while the deal stays unanswered. * Branching logic that handles the Won, Lost, and Estimate Sent stages differently. * Auto-generated tasks assigned to the right sales rep as the deal progresses. * Sales email templates built inside HubSpot (copy comes from us). * a ClickUp setup where flipping a bid to "Sent" spins up a matching HubSpot deal, pre-filled correctly. What you'll get from us: * quick iterations and decisions * logins for both HubSpot and ClickUp * all email wording, ready to drop in What we expect from you: * A HubSpot workflow that's been run through and verified * the finished email templates * a working Monday to HubSpot connection * A short Loom or a written rundown walking us through how it all hangs together When you apply, tell us: * a couple of past HubSpot automation builds close to this Whether you'd go with ClickUp's built-in HubSpot connector, Make, or Zapier, and the reasoning * what information you need * what are the next steps * Roughly how long you'd need to wrap it up * what doesn't add up in the description?
- Not SureHourly
- 3-6 monthsDuration
- ExpertExperience Level
$25.00
-
$80.00
Hourly- Remote Job
- Complex projectProject Type
Skills and Expertise
Activity on this job
- Proposals:50+
- Last viewed by client:2 days ago
- Interviewing:0
- Invites sent:0
- Unanswered invites:0
About the client
- PolandWarsaw3:31 PM
- $1.5K total spent5 hires, 2 active
- 11 hours
- Tech & ITSmall company (2-9 people)
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