CRM Automation Specialist needed

Posted 4 hours ago

Worldwide

Summary

We need a CRM Automation Specialist for a quick $5 test task. If done well, this will lead to ongoing workflow and pipeline projects. This is NOT a full CRM build. It’s 1 specific workflow + 1 pipeline tweak to test your skills. The $5 Task: 1. Workflow: Build 1 simple automation. Ex: "When new lead submits form → Add tag → Send welcome email + SMS → Assign to pipeline stage → Create follow-up task" 2. Pipeline: Review our current sales pipeline and suggest/implement 1 improvement. Ex: Rename stages, add stage automation, or add 1 deal stage trigger. Requirements: - Proven experience with CRM Automation, Workflows, and Sales Pipelines - Expert in at least 1 of: `GoHighLevel`, `HubSpot CRM`, `Pipedrive`, `ActiveCampaign`, `Salesforce` - Can complete this in 30-45 mins.

$5.00
Fixed-price
Expert
Experience Level
Remote Job
One-time project
Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
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Skills and Expertise

Mandatory skills

HubSpot

Lead Management Automation

Activity on this job

Proposals:15 to 20
Interviewing:
1
Invites sent:
1
Unanswered invites:
0

About the client

Member since May 23, 2025

United Kingdom
Bristol5:32 PM
$4.3K total spent
109 hires, 5 active

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