We’re looking for a HubSpot CRM expert who can design the overall CRM architecture, build automation, and implement integrations—not just configure basic fields and views. You will own the HubSpot setup end-to-end, from data structure and workflows to integrations with Google products and our third‑party website. Key Responsibilities Audit and optimize our existing HubSpot portal, including objects, pipelines, lifecycle stages, properties, lists, and permissions. Design and implement automated client updates (emails, tasks, notifications) driven by HubSpot workflows and clearly defined triggers (e.g., deal stage changes, form submissions). Build and maintain integrations between HubSpot and: Google Sheets for two-way data sync and operational reporting. Google Docs and Drive for structured storage and easy access to client documents from within HubSpot records. Connect HubSpot to our 3rd‑party website: Implement form capture and tracking. Send events and data from the website into HubSpot. Expose HubSpot data back to the site as needed (e.g., client portal / logged-in experiences). Use native integrations, marketplace apps, and/or no-code tools (Zapier, Make, n8n, etc.) to orchestrate data flows where appropriate. Work with APIs (HubSpot, Google, and website backend) to implement and document custom integrations when off‑the‑shelf tools aren’t sufficient. Set up dashboards and reports to give leadership and operations clear visibility into the client lifecycle and pipeline. Document the architecture, integrations, and workflows so they can be maintained and extended over time.

About the Role We're a Durable Medical Equipment (DME) and pharmacy group looking for a skilled Power Automate Engineer to design and build process automation across order processing, claims, billing, and patient intake. This starts as an hourly engagement to confirm fit and scope — for the right person, it grows into an ongoing retainer with steady, recurring work. Because this role touches Protected Health Information (PHI), you'll be required to sign a Business Associate Agreement (BAA) and work within strict HIPAA guardrails. What You'll Do - Design, build, and deploy Power Automate workflows that streamline order processing, claims management, billing, and patient intake - Integrate Power Automate with Microsoft 365 (SharePoint, Teams, Power BI) and third-party systems — EHRs, CRMs, billing platforms, and storage tools - Build workflows that meet HIPAA security and privacy standards by design, not as an afterthought - Partner with internal stakeholders to spot automation opportunities and process bottlenecks - Troubleshoot and repair existing automations when things break - Keep clear documentation of workflows and compliance measures for audit purposes What You Bring - 3+ years hands-on with Power Automate, Power Apps, and the Microsoft 365 stack - Experience with APIs, custom connectors, SQL, JSON, and REST for data integration - Comfort integrating with EHRs, billing systems, or CRMs - Working knowledge of HIPAA compliance as it applies to automated PHI workflows - Strong independent troubleshooting skills — you can diagnose and fix, not just build - Clear communicator who documents as they go; comfortable async on Slack and live on Teams Nice to Have - Prior experience in a DME or healthcare setting - Familiarity with Brightree, Bonafide, NikoHealth, or similar DME billing/ERP systems - Power BI reporting experience - Understanding of claims processing and reimbursement workflows Why This Role You'll be automating real operational pain points for a growing healthcare business — not busywork. If you're looking for a long-term technical partner relationship rather than a one-off gig, this is built to become that.

Description: We are looking for a Jira Cloud Automation expert to build and test specific automation rules in our instance and NOT using JSM. Form Submission Trigger: Trigger an automation rule immediately when a native Jira Form is submitted (e.g., create a story for each team that was selected on the form, send a notification, or transition an issue). Epic Status Updater: Automatically update the Status of an Epic based on changes or specific values within our Custom Fields. For example, if the total original estimate of all the stories is 300+ hours then change the Epic to another status. Requirements: Proven experience with Jira Cloud Native Automation (Smart Values, Conditionals). Familiarity with native Jira Forms (formerly ProForma) and automation. Ability to test rules in our sandbox before going live.

Backend Engineer – API Integrations, Messaging & Automation UPDATE: We have broadened the desired skillset beyond the messaging interface described below, to include a full-stack aspect as well - essentially, working hand-in-hand with our lead developer to accelerate completion of the overall build. Owning the messaging piece is still a key requirement, although we are looking for someone experienced and flexible enough to assist in other areas - including troubleshooting issues as they arise with clients during our current beta period. Our lead developer needs a capable ally to complete delivery on our timetable. We would love to hear more about why you could be that person. Thank you for your interest! We’re preparing to launch an industry-specific marketing and growth platform designed to help businesses deliver high-performance, data-driven marketing campaigns through intelligent automation. Our platform combines real-time POS data, advanced analytics, AI-powered workflow automation, campaign management, customer engagement tools, and marketing attribution into a single system that helps businesses market more effectively and measure real results. The core platform is essentially complete and in active pilot deployments with select customers. We’re preparing for commercial launch within 60-90 days and are looking for a Backend Integration Engineer – Messaging & APIs to help bring one of our final major capabilities online: integrated SMS and email communications. This is an opportunity to join an exciting pre-launch product at a pivotal stage while working alongside our lead developer on a focused, well-defined engineering project. About the Role Our platform already includes a robust CRM, AI-powered audience segmentation and journey builder capabilities, advanced analytics, and real-time integration with commercial point-of-sale (POS) systems, among other features. The automation engine is designed to create campaigns and customer journeys. Your role is to connect those capabilities to the outside world by integrating the platform with SMS and email providers, building reliable messaging workflows, processing messaging events, and enabling campaign attribution. You’ll become the primary developer responsible for messaging integrations while working closely with our lead developer, who owns the overall platform architecture. Responsibilities * Integrate the platform with an SMS provider already in use by existing pilot customers to support immediate campaign testing (API documentation/access already secured) * Implement the platform's production messaging capabilities for A2P 10DLC SMS and transactional email. * Process inbound webhooks. * Track message delivery, replies, clicks, and opt-outs. * Build campaign attribution using tracked links and landing pages. * Design integrations so additional messaging providers can be added with minimal changes to the platform. * Design the messaging architecture to support future short code implementation. * Integrate with email providers (Mailgun, SendGrid, or similar). * Build clean internal APIs between our platform and external messaging providers. * Write clean, maintainable, production-quality code and documentation. Required Skills * Backend software development * REST API integration * Webhook development and processing * SQL databases * Git * Experience integrating third-party APIs Experience with one or more of the following is highly desirable: * SMS messaging platforms * Twilio * Telnyx * Mailgun * SendGrid * A2P 10DLC * Queue processing * Background workers * Event-driven systems Contract Details This is a part-time contract expected to average approximately 10–20 hours per week over the next 2 months as we prepare for launch. The platform is in active pilot deployments, and this engagement is focused on completing one of the final capabilities before commercial release. While this engagement is intended to achieve a specific pre-launch objective, there may be opportunities for future work if the platform continues to grow and the working relationship is a good fit. Confidentiality Because this project involves proprietary software currently under development, applicants selected for interviews will be asked to sign a mutual Non-Disclosure Agreement before receiving demonstrations, architecture documentation, API documentation, or industry-specific information. To Apply Please answer the following: 1. Tell us about a communications or API integration project you’ve built that you’re proud of. 2. Which SMS and email platforms have you integrated with? 3. Describe your experience building webhook-driven systems. 4. If you were designing a messaging capability that initially supported one SMS provider but might later support several, how would you architect it so the rest of the application wouldn’t need to change? 5. Include links to your GitHub profile, portfolio, or examples of similar backend work, if available. 6. What is your expected hourly rate for this engagement? 7. What is your availability (days, times, etc.) and how soon can you start? To confirm you’ve read this posting in full, please begin your proposal with the words: “Integrated messaging is my world.” We’re looking for someone who enjoys connecting great software to the outside world through clean, scalable integrations. If you’re excited by messaging systems, APIs, and helping launch a SaaS product for real-world success, we’d love to hear from you. # # #

We are seeking an experienced Airtable builder to help us implement forms, automations, interfaces, and linked records to optimize our workflow. The ideal candidate will have a strong understanding of Airtable's features and capabilities, allowing for efficient project management and data organization. If you're skilled in creating user-friendly interfaces and automating processes within Airtable, we want to hear from you! Please provide examples of previous projects you've completed in Airtable.

Seeking an experienced Microsoft Power Automate and API integration specialist to evaluate and design an automated bid follow-up workflow utilizing Autodesk BuildingConnected (Bid Board Pro). Current Workflow Our estimating team uses BuildingConnected Bid Board Pro to manage bid opportunities and follow-up dates. We would like to automate follow-up emails for opportunities with overdue follow-up dates while keeping BuildingConnected as the primary source of truth for follow-up scheduling. Desired Future Workflow BuildingConnected (Bid Board Pro) ↓ Identify opportunities with overdue follow-up dates ↓ Microsoft Power Automate sends customized follow-up emails- once per week ↓ Successful email send is logged ↓ Follow-up date is automatically advanced ↓ Updated follow-up date is written back to BuildingConnected (if API capabilities allow) Discovery Phase Objectives The selected consultant will: Review Autodesk BuildingConnected API capabilities. Determine whether opportunity follow-up dates can be read and updated programmatically. Review authentication requirements (OAuth, API credentials, permissions). Recommend the optimal architecture utilizing: Microsoft Power Automate BuildingConnected API SharePoint or Excel if required Identify limitations, risks, and alternative approaches. Provide a written implementation plan and budget estimate for full deployment. Deliverables API feasibility assessment Workflow architecture diagram Recommended implementation approach Estimated cost and timeline for full implementation Identification of any BuildingConnected API limitations Required Skills Microsoft Power Automate REST APIs OAuth Authentication JSON SharePoint Microsoft 365 Integrations Preferred Skills Autodesk Construction Cloud BuildingConnected API Construction software integrations Reference Documentation BuildingConnected API Overview: https://aps.autodesk.com/apis-and-services/buildingconnected-api BuildingConnected Opportunity Management: https://aps.autodesk.com/en/docs/buildingconnected/v2/tutorials/buildingconnected/manage-opportunities/ BuildingConnected API Reference: https://aps.autodesk.com/en/docs/buildingconnected/v2/reference/http/ Budget Fixed-price discovery engagement. Please provide an estimate and examples of similar API integration projects.

No-Code Application & Enrollment System Funnel Setup (Squarespace) Project Budget: $600 USD total
Payment Terms: 50% ($300) upfront, 50% ($300) upon successful completion and testing. Final payment will be released after all deliverables have been completed, tested, transferred to my ownership, and written confirmation of deletion has been provided.
 Project Timeline: Work may begin immediately. Final project delivery, testing, and handoff are due July 21, 2026.
Location: U.S.-based freelancers only.
 Confidentiality: Signed NDA required before work begins. All intellectual property, workflows, assets, and deliverables created as part of this project will be the exclusive property of my company. Project Overview I am looking for an experienced no-code automation specialist to build a polished application and enrollment workflow for a paid cohort program, fully integrated into my existing Squarespace website. The system should be reliable, easy for me to manage, and require no custom coding. Scope of Work The completed system should include: A branded online application form with custom application questions (applicants apply before making payment). A central database to organize all applicants. A simple review process where I can mark applicants as Accepted, Rejected, or Waitlisted. You will work alongside my designer, who will provide the visual direction and ensure the application experience feels warm, welcoming, and engaging. Your role is to implement the technical workflow while collaborating to ensure the final experience functions seamlessly. Automated email workflows based on my decision: Accepted: Congratulations email with a Stripe payment link. Rejected: Warm, professional email encouraging applicants to apply again in the future. Waitlisted: Waitlist notification email. After payment is successfully received through Stripe, applicants automatically receive a welcome email with program start details and next steps. Integration with Squarespace and Stripe so payments are deposited directly into my account. Preferred Technology Squarespace Airtable Stripe Additional Requirements My current website is built on Squarespace. All forms, automations, and integrations must align visually with my existing brand and provide a seamless user experience. Marketing assets, branding materials, logos, copy, and other resources will be provided as needed throughout the project. The application page must be accessible through a simple URL so partner organizations (such as large institutions) can link directly to it from their websites. No integration is required on their end—they only need to place a button or hyperlink to the application page. All workflows must be fully tested before project completion. Please provide basic documentation or a short walkthrough showing how to review applicants and manage the system. Because project materials contain confidential intellectual property, all files, assets, and project materials must be permanently deleted from your systems upon completion of the project. Written confirmation of deletion is required before final payment is released. Qualifications Please apply only if you have experience building: No-code application or admissions workflows Airtable automations Zapier or Make integrations Squarespace integrations Stripe payment workflows When applying, please include: Examples of similar projects you've completed. Your estimated timeline. Confirmation that you are U.S.-based. Confirmation that you are willing to sign an NDA before work begins. Confirmation that you agree to delete all project materials upon completion and provide written confirmation of deletion.

We are seeking an experienced HubSpot specialist to manage and optimize our marketing automation processes. This role supports a B2B SaaS company in the fashion/retail technology space, focused on building scalable lead generation and nurture workflows. Responsibilities: Build, manage, and optimize marketing automation workflows in HubSpot (lead nurturing, scoring, MQL routing) Set up and maintain email marketing campaigns and sequences Configure and manage lead scoring models and MQL/SQL handoff processes Create and manage landing pages, forms, and CTAs within HubSpot Segment contact lists and manage list hygiene/data quality Set up reporting dashboards to track campaign performance and funnel metrics Integrate HubSpot with other tools (LinkedIn Ads, Google Ads, etc.) Collaborate with our marketing team on campaign strategy execution Troubleshoot and optimize existing automation workflows

We are seeking a strategic and data-driven Marketing Automation professional to architect and lead our end-to-end Online Reputation Management (ORM) strategy. This role is crucial for optimizing the Customer Experience (CX) by deploying a fully automated feedback mechanism. The primary objective is to actively manage our online reputation by highlighting positive customer experiences on public platforms (Google, Yelp) while ensuring all critical feedback is prioritized for immediate internal review and service recovery. Success in this role directly impacts brand trust and customer retention. Expertise in the logistics/freight sector, particularly with network-specific review management on platforms like DAT and Truckstop, is a significant advantage. Key Responsibilities Customer Advocacy Funnel Design: Strategically design and deploy high-conversion, trigger-based feedback loops utilizing platforms like Zapier, Make.com, and CRM automation to fuel organic customer growth. Reputation Protection & Service Recovery: Implement feedback collection workflows that encourage customers to share their experiences, while proactively routing any negative feedback into the Service Recovery queue to ensure timely resolution and improve customer satisfaction. Data-Driven CX Integration: Establish robust integrations between operational data (CRM/Quickbase) and marketing automation tools to deliver timely, context-specific review invitations at optimal moments in the customer journey. Niche Market Reputation Leadership: Oversee and develop specialized reputation monitoring and management strategies for critical industry networks, including DAT and Truckstop. Ethical Review Strategy & Compliance: Maintain strict adherence to all major review platform terms of service, ensuring the ethical and compliant operation of all deployed funnels. Required Skills Strategic Marketing Automation Experience: Demonstrated success in leveraging marketing automation to drive measurable business outcomes. Integration & Workflow Mastery: Deep practical expertise in utilizing iPaaS platforms (Zapier, Make.com) and CRM webhooks to build complex, scalable marketing workflows. Customer Journey Optimization: Proficiency in utilizing conditional logic and integrated communication APIs (Twilio, MailChimp) to optimize touchpoints for conversion and feedback solicitation. ORM Campaign Leadership: History of successfully launching and scaling automated ORM campaigns that directly contribute to brand health metrics. Preferred Qualifications Sector expertise in the logistics, freight brokerage, or transportation industry. Proven track record in managing critical broker/carrier reputation on industry platforms (DAT, Truckstop.com).

I am seeking a highly organized and tech-savvy Social Media & CRM Automation Specialist to help grow our luxury cruise and travel business through digital marketing, lead management, and automation. Responsibilities Social Media Marketing Create and schedule engaging content for Facebook, Instagram, and LinkedIn Develop and manage Facebook Lead Ad campaigns Monitor campaign performance and recommend improvements Assist with event or trips promotion campaigns CRM & Sales Automation Manage and optimize our Pipedrive CRM Create lead routing, tagging, and segmentation systems Develop lead scoring and pipeline management processes Build automated follow-up workflows Ensure leads are properly tracked throughout the sales cycle Zapier & Workflow Automation Create and maintain Zapier integrations between marketing platforms and CRM systems Develop automated workflows such as: Facebook Lead Ads → Zapier → Pipedrive → Email Sequence → Task Creation WIX Website Troubleshoot and improve existing automations Email Marketing Create automated follow-up sequences Segment clients by interests and behavior Assist with newsletter creation and promotional campaigns Required Qualifications Experience with Pipedrive CRM Experience creating Zapier automations Experience managing Facebook Lead Ads Strong understanding of lead routing, tagging, segmentation, and pipeline management Experience with email marketing platforms Excellent written and verbal English communication skills Strong attention to detail and organizational skills Preferred Qualifications Travel industry experience (travel agency, cruise line, tour operator, or hospitality) Experience with Tern, TravelJoy, Travefy, or other travel industry platforms Knowledge of cruise, river cruise, and luxury travel sales Examples of Projects You Will Manage Facebook Lead Ad → Zapier → Pipedrive → Automated Email Sequence → Advisor Follow-Up Webinar Registration → Pipedrive → Reminder Emails → Post-Webinar Campaign Travel Inquiry Form → Lead Tagging → Sales Pipeline → Automated Follow-Up Client Segmentation for River Cruises, Ocean Cruises, Expeditions, and Group Travel