Build Automated Follow-Up Workflow System

Posted 4 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

I'm looking for an experienced automation specialist to build a follow-up system for my sales pipeline. The goal is a reliable, automated workflow that ensures no lead falls through the cracks — from first contact through close. What I need: A multi-step follow-up sequence triggered when a new lead enters my CRM (HubSpot or Salesforce) Automated emails sent via Gmail or Outlook at defined intervals (e.g., Day 1, Day 3, Day 7, etc.) Logic to pause or stop the sequence when a lead replies or takes a defined action Integration built using Zapier or Make (n8n open to discussion) Clear documentation so I can manage and update it myself going forward Ideal candidate: Proven experience building CRM + email automation workflows Comfortable working with Zapier and/or Make Familiar with HubSpot or Salesforce (please specify which in your proposal) Able to recommend best practices for follow-up timing and structure if needed To apply, please share 1–2 examples of similar workflows you've built and your preferred platform (Zapier, Make, etc.). Budget and timeline are flexible for the right person — I'd rather do this right than fast.

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Intermediate
    Experience Level
  • $10.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Zapier
Python
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:2 weeks ago
  • Hires:
    1
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since May 27, 2026
  • United States
    San Ramon11:34 PM
  • $20 total spent
    2 hires, 0 active

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