Automation Specialist Needed (HubSpot + ClickUp)

Posted 6 days ago

Worldwide

Summary

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 Sure
    Hourly
  • 3-6 months
    Duration
  • Expert
    Experience Level
  • $25.00

    -

    $80.00

    Hourly
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Artificial Intelligence
Activity on this job
  • Proposals:50+
  • Last viewed by client:2 days ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Mar 21, 2025
  • Poland
    Warsaw3:31 PM
  • $1.5K total spent
    5 hires, 2 active
  • 11 hours
  • Tech & IT
    Small company (2-9 people)

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