Set Up Company CRM HubSpot

Posted 3 weeks ago

Worldwide

Summary

We are a tutoring organization consolidating our software into HubSpot as the central hub. We need an experienced HubSpot specialist to integrate our existing tools so that all customer communication, scheduling, outreach, and contracts are visible inside HubSpot on each contact record. We have all the credentials and information prepared, and need this completed quickly. Payment processing (Melio) does not need to be integrated — only tracked via a status field. Scope of Work List import: Import and de-duplicate our contact list (~3,100 contacts across 2 source forms; CSVs provided). Contact properties: Create the contact properties listed in the instructions (program, cohort, payment option, payment status, contract status, enrollment status, testing status, lead source). Google Workspace (Gmail): Two-way email sync so sent/received emails log to contact records. Calendly: Bookings create/update contacts and log meetings to the timeline. CloudTalk: Calls, recordings, and SMS log to the contact timeline; confirm SMS can be sent from HubSpot workflows. Dropbox Sign (e-signature): Send agreements from a contact record; signed PDF saves back to the record. (May be completed in phase two if time runs short.) Domain authentication: Authenticate our sending domain (SPF/DKIM/DMARC) for reliable email deliverability. Payment tracking: Create a manual Payment Status field for Melio tracking (no integration required). Automations: Build the automations described in the instructions (welcome/next-steps reply, follow-up tasks, payment reminder). All access will be provided and a full instruction stack will also be provided. We need someone who is well-versed, knows the systems and can integrate without many issues. Thank you for your interest.

  • $350.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
HubSpot
Customer Relationship Management
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:3 weeks ago
  • Hires:
    1
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Dec 15, 2019
  • United States
    Greensboro10:27 PM
  • $24K total spent
    74 hires, 20 active
  • 170 hours
  • Small company (2-9 people)

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