Custom HubSpot CRM Integration and Lead Pipeline Automation

Category: Web Development

Budget: 2000–2000 USDC

We are seeking an experienced CRM specialist to configure and automate our HubSpot CRM for a growing B2B consultancy. The project requires migrating approximately 3,500 client records from legacy spreadsheets, eliminating duplicates, and configuring custom properties. You will build a tailored 5-stage sales pipeline complete with automated email sequences, task reminders, and deal-stage triggers. Key integrations include connecting our Webflow landing pages for real-time lead capture, syncing Google Workspace calendars, and setting up Slack alerts for closed-won deals. Deliverables include a fully functional CRM architecture, verified data migration, automated workflows, and a 60-minute recorded walkthrough training for our 6-member sales team. We aim to complete this project within 3 to 4 weeks.

Skills required

• HubSpot CRM
• Zapier
• Data Migration
• Workflow Automation
• API Integration

Milestones are funded into USDC escrow on Polygon before work begins.