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HubSpot CRM Specialists We are seeking an experienced HubSpot CRM specialist to set up HubSpot account. This project involves a comprehensive CRM setup, including custom pipeline creation, database imports, automated email sequence development. Scope of Work The successful freelancer will be responsible for the following: 1. HubSpot CRM Configuration Pipeline Creation: Design and implement 5 custom pipelines within HubSpot. These pipelines must be tailored to manage partner onboarding from initial contact to signed [login to view URL] Tracking: From introduction to subscription. Fee Waiver Management: Tracking fee waiver eligibility and application based on successful referrals. Content Onboarding & Live Status: Tracking content delivery, airline review, and go-live dates. 2 Deal Stages: Define and configure appropriate deal stages within each of the 5 pipelines to accurately reflect the progression of partners and referrals through the RISE program, including stages for fee waiver milestones. 3 Custom Properties: Create necessary custom properties for contacts, companies, and deals to capture specific data points relevant to the RISE program (e.g., airport type, DMO region, referral source, fee waiver status, content delivery dates). 4 Database Import Import existing databases into HubSpot. The freelancer will need to work with provided CSV files and ensure data integrity and proper mapping to custom properties. 5 Automated Email Sequences •Set up automated email sequences within HubSpot for key communication points, including: •Follow-up sequences for initial partner outreach. •Nurturing sequences for referrals Onboarding sequences for new subscribers. •Referral progress updates for partners. •(Templates for these emails will be provided). Deliverables Fully configured HubSpot CRM with 5 custom pipelines and defined deal stages. Imported databases. Configured automated email sequences.. Documentation of the HubSpot setup, including pipeline structure, custom properties, and integration details. Required Skills Proven expertise in HubSpot CRM setup and administration. Strong understanding of HubSpot Sales Hub and Marketing Hub functionalities. Experience with HubSpot API for custom integrations (preferred). Familiarity with sales automation and email marketing best practices. Experience with Fluint (Olli) or similar AI sales enablement platforms is a significant plus. Excellent communication and documentation skills. Project Timeline The account must be setup for 5 users, database uploaded and 1 workflow started today Please submit your proposal outlining your relevant experience, a brief plan for approaching this project, and your hourly rate. If you are part of the team please advise and outline skillsets to accelerate hubspot set up. Include examples of previous HubSpot CRM setup projects, especially those involving complex sales processes or integrations. We look forward to hearing from you! No AI or auto replies. Confirm you can start immediately and work on this all day and completely today
Project ID: 40439275
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Active 5 days ago
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40 freelancers are bidding on average €6 EUR/hour for this job

Hi I have expertise in HubSpot Setup, can create custom objects,fields,columns,formulas,tasks,email, activity notes, reports and dashboards, import and export of data .workflows to automate fields update,send email,create task, integration with various external systems like pinchapi rapid api stripe xero practice manager DocuSign onedrive gdrive Gmail stripe. I have set-up HubSpot from scratch for clients. Kindly review my profile and ping me on chat to discuss further. Regards Ritu
€4 EUR in 40 days
6.7
6.7

Hi, I’m a HubSpot CRM expert and can start immediately. I have experience with custom pipelines, deal stages, database imports, workflows, and automated email sequences. I can set up all 5 pipelines, import your database correctly, configure workflows, and get the first workflow running today for your 5 users. I’m confident with complex CRM automations and can work on this full-time today. Looking forward to working with you.
€10 EUR in 40 days
4.8
4.8

✋ Hi There!!! ✋ THE Goal of the project:- COMPLETE HUBSPOT CRM SETUP WITH CUSTOM PIPELINES, AUTOMATION AND DATA IMPORT FOR FULL SALES AND REFERRAL TRACKING SYSTEM I have carefully read and understood your requirement to configure HubSpot CRM with multiple pipelines, custom properties, automation workflows and full database migration for your RISE program. I am the best fit for this project because I specialize in CRM implementation, automation workflows and structured sales pipeline design in HubSpot. 1. HUBSPOT CRM CONFIGURATION WITH 5 CUSTOM PIPELINES AND DEAL STAGE STRUCTURE FOR FULL PARTNER LIFECYCLE TRACKING 2. DATABASE IMPORT AND ACCURATE CSV MAPPING WITH CUSTOM PROPERTIES FOR CLEAN DATA INTEGRATION 3. AUTOMATED EMAIL SEQUENCES FOR ONBOARDING, REFERRALS AND DEAL PROGRESSION WORKFLOWS Include basic services such as UI setup, database management, testing, workflow configuration, and full documentation delivery at project completion. 9+ years experience as a full stack developer. Completed similar HubSpot CRM setups, sales automation systems and marketing workflow integrations. Looking forward to chat with you for make a deal Best Regards Elisha Mariam!
€5 EUR in 40 days
4.6
4.6

A Warm Hello! Yes, we can start immediately and dedicate the full day to completing the HubSpot setup, database import, and initial workflow launch for your 5-user account. We have experience configuring complex HubSpot CRM systems involving: Multi-pipeline sales/workflow automation Custom deal stages & lifecycle mapping Large CSV/database imports with property mapping Automated email nurturing & onboarding workflows HubSpot Marketing Hub & Sales Hub configuration Custom properties, reporting dashboards & segmentation API/integration-ready CRM architecture For your RISE program, we can structure: • Partner onboarding pipelines • Referral tracking workflows • Fee waiver milestone automation • Content onboarding & go-live tracking • Automated partner/referral communication sequences Our approach: • Phase 1: CRM architecture + pipeline creation • Phase 2: Custom properties & user setup • Phase 3: Database import validation & cleanup • Phase 4: Email workflows & automation setup • Phase 5: Documentation & QA review We can also assign multiple team members simultaneously to accelerate setup: • HubSpot CRM Specialist • Automation/Workflow Expert • Data Import & QA Support We have handled CRM setups for onboarding systems, lead lifecycle automation, referral workflows, and multi-stage partnership management processes. Let's set up a quick call to discuss things better. Let's discuss it more in chat. Best Regards, Jemin Sagar
€6 EUR in 40 days
4.0
4.0

Having delivered successful digital solutions for over a decade, I am confident to assure you that I possess the necessary skills and experience required to set up your HubSpot CRM. My knowledge spans across various domains including CRM setup and administration, email marketing, sales automation, and project management. Notably, I specialize in CRM setup, having designed custom pipelines and facilitated database import in numerous projects. I can also create injections with code blocks to extend the capabilities of your HubSpot CRM. My approach to your project would involve meticulous planning and detailed execution. I understand the need for immediate implementation, hence you can count on me starting on it right away so that you receive a fully configured HubSpot CRM accommodating all 5 pipelines complete with their stages by the end of today. I am committed to complete transparency and providing long-term support to ensure that the configuration is future-proof. In conclusion, my extensive experience in web and mobile technologies along with establishing comprehensive CRMs makes me an ideal candidate for this project. Let's collaborate closely and transform your vision into reality! Reach out anytime - I'm ready to provide you with top-tier service tailored to meet all your needs!
€4 EUR in 40 days
4.0
4.0

Hi There!!! ★★★★ (Experienced in HubSpot CRM setup, pipeline automation, data migration, and marketing workflows with fast deployment under tight deadlines.) ★★★★ I carefully reviewed your project details and understand you need an urgent HubSpot CRM setup with 5 custom pipelines, deal stage configuration, database imports, and automated email sequences. The setup must be completed immediately with accurate mapping and at least one workflow running today. ⚜ HubSpot CRM full configuration ⚜ 5 custom pipeline creation ⚜ Deal stages & custom properties setup ⚜ CSV database import & mapping ⚜ Automated email sequence workflows ⚜ Referral & onboarding automation ⚜ CRM documentation delivery I have experiance working with HubSpot Sales Hub and Marketing Hub setups, including complex pipeline structures, automation workflows, and data migration from CSV sources. I understand the importance of clean property mapping and ensuring no data loss during import. My approach will be fast and structured—first setting up pipelines and properties, then importing data, followed by workflow automation and testing. I can start immediatly and dedicate full focus today to complete the initial setup and workflows as required. Warm Regards, Farhin B.
€6 EUR in 40 days
3.7
3.7

Hi, I have hands-on experience with HubSpot CRM setup, pipeline creation, database imports, workflows, and automated email sequences for sales and onboarding processes. I can help configure your HubSpot account properly for all 5 users and ensure the setup is structured, scalable, and ready for immediate use. I can create the 5 custom pipelines, configure deal stages, build custom properties, import and map CSV databases accurately, and set up the initial workflow and automated email sequences based on your provided templates. I also understand the importance of maintaining clean data structure and automation logic for long-term CRM efficiency. I can start immediately and work on this throughout the day to complete the priority setup today, including user setup, database import, and at least one active workflow. I’m detail-oriented, organized, and comfortable documenting the final setup clearly for future management. I’m happy to share examples of previous HubSpot-related work and discuss the workflow structure further. Looking forward to getting started right away. Best regards, Mostafizur
€4 EUR in 40 days
3.4
3.4

Hi there, Strong alignment with this project comes from experience configuring HubSpot CRM systems focused on custom pipeline architecture, automated workflows, database migrations, and scalable partner onboarding operations. Clear understanding of the requirement for multi-pipeline HubSpot setup including referral tracking, fee waiver management, onboarding workflows, CSV imports, custom properties, and automated email sequence configuration. Hands-on expertise with HubSpot Sales Hub, Marketing Hub, workflow automation, CRM data mapping, email sequencing, and API-based integrations ensures efficient and reliable CRM implementation. Risk is minimized through structured pipeline planning, validated database imports, organized workflow configuration, detailed documentation, and rapid setup execution for immediate operational readiness. Available to start immediately and dedicate full-day availability to complete the initial HubSpot setup, user configuration, imports, and first workflow deployment today. Recent work: https://www.freelancer.com/u/chiragardeshna Regards Chirag
€5 EUR in 40 days
3.2
3.2

Hi , You need an expert in Documentation, Project Management, Database Management, CRM, Hubspot, Email Marketing and Hubspot Marketing, and I have a tailor-made solution ready for you. Your project brief instantly reminded me of a recent client who faced similar challenges, and I know exactly how to execute this flawlessly for your specific needs. To ensure we hit the ground running, I have three quick questions: Are there any additional technical details or constraints not mentioned in the brief? What is the primary hurdle currently blocking your progress on this? What is your strict timeline for completion? Why trust me with your project? The Record: 250+ Projects. 6+ Years. 100+ consecutive 5-star reviews. The Standard: Zero misses. I don’t just finish the job; I guarantee flawless execution. The Availability: Full-time freelancer, online 9 AM - 9 PM EST. My biggest "heavy-hitter" projects are kept off my public portfolio to protect client confidentiality. Click 'CHAT', and I’ll immediately send over relevant, private samples so you can see the standard of my work firsthand. Best regards, Muhammad Arsalan
€8 EUR in 22 days
2.8
2.8

Hi there, I can set up your HubSpot CRM end-to-end with a structured, scalable configuration tailored to the RISE program workflow and ready for immediate use. Approach I will start by configuring the core CRM foundation first to meet your “same-day go-live” requirement: • Create and structure 5 custom pipelines aligned to onboarding, referral tracking, fee waiver flow, content onboarding, and live status tracking • Define clean, non-overlapping deal stages with clear progression logic and exit criteria for each stage • Build custom properties across Contacts, Companies, and Deals to capture all required operational data points (DMO region, airport type, referral source, waiver status, delivery dates, etc.) Data migration • Map and import provided CSVs with strict validation to ensure no field loss or misalignment • Deduplicate and normalize records before import • Test import integrity in staging before final push Automation • Build initial HubSpot workflows for: – Partner onboarding sequences – Referral follow-ups and progress updates – Subscription nurturing flows • Connect email templates into automated sequences using Marketing Hub tools Availability I can start immediately and work full day to ensure the system is configured, tested, and operational within today’s deadline. Hourly rate and team composition can be shared upon confirmation of scope finalization.
€3 EUR in 40 days
2.2
2.2

With my expertise in HubSpot CRM setup and administration, I can swiftly nail down the comprehensive CRM setup you need. Creating custom pipelines, configuring deal stages, designing proper database imports, developing automated email sequences – these tasks are all familiar territory for me. I don't just ensure data integrity; I also have an excellent comprehension of the sales process and can implement effective nurturing sequences that will keep your partners engaged. In addition to a sound understanding of HubSpot Sales Hub and Marketing Hub functionalities, I'm proficient in using the HubSpot API for custom integrations when needed. I'm also well-versed in sales automation and email marketing best practices so that you won't have to worry about missing out on any crucial communication points. While my experience with Fluint (Olli) or similar AI sales enablement platforms is a plus here, rest assured that it won't deter me from delivering top-notch service to you. My record at Dlite Info Tech revolves around not only solving tech headaches but also driving growth through innovation. With a commitment to high performance and scalability standards, I guarantee that your HubSpot account setup will capture attention, ensure smooth operations, improve management efficiency, maximize visibility and ultimately scale with your business beyond expectations.
€5 EUR in 40 days
1.7
1.7

✅ Hi, Core challenge is structuring multiple interconnected HubSpot pipelines in a way that accurately reflects complex partner journeys while keeping data clean, scalable, and easy to automate across onboarding, referrals, fee waivers, and content go-live tracking. I’d start by setting up the HubSpot CRM architecture with 5 custom pipelines, carefully mapping each deal stage to match real-world progression in the RISE program so nothing overlaps or breaks reporting later. Alongside that, I’d define custom properties across contacts, companies, and deals to capture all required fields like referral source, waiver status, airport type, and delivery milestones. Once the structure is in place, I’ll handle CSV imports with proper field mapping and data validation to ensure no duplication or loss of relationships between contacts and deals. After that, I’ll build automated email sequences for outreach, nurturing, onboarding, and referral updates using HubSpot workflows so everything runs cleanly in the background. I’ve set up HubSpot systems with multi-pipeline structures and automation-heavy workflows before, where the key challenge is keeping reporting logic consistent while handling multiple overlapping sales journeys. I can start immediately and focus fully on completing the setup today, including the first working workflow and testing across users. Let’s chat and get this live today.
€6 EUR in 40 days
1.9
1.9

Hello, I can start immediately and dedicate full attention to completing your HubSpot setup today. I have experience configuring custom pipelines, deal stages, database imports, workflows, and automated email sequences within HubSpot Sales and Marketing Hub. I can set up the 5 pipelines, create custom properties, import CSV databases with proper mapping, and launch the initial workflow for your 5-user account today while maintaining data integrity. I also provide clear documentation for future management. I’m comfortable working with complex onboarding and referral processes and can collaborate efficiently if additional integrations or automation adjustments are required during setup.
€4.99 EUR in 40 days
0.0
0.0

Hello there, we are a team of senior Full Stack Web and Mobile App Developers and we can do this project in no time. Thanks Ashish Kumar.
€4 EUR in 40 days
0.0
0.0

As a seasoned Full-stack Developer with an extensive background in CRM, I am more than capable of setting up and integrating your HubSpot CRM proficiently. My knowledge in utilizing HubSpot Sales Hub and Marketing Hub functionalities, coupled with my proven expertise in using HubSpot's API for custom integrations truly sets me apart. In terms of your project scope, the creation of tailored pipelines, configuring deal stages that accurately represent the partner and referral progression within your RISE program, and the establishment of custom properties to capture specific data points will be handled efficiently. Importing databases into HubSpot from CSV files while maintaining data integrity is also a skill I'm well-versed in. Furthermore, my expertise in designing automated email sequences within HubSpot for various communication points aligns perfectly with your requirements. You'll not only receive a fully configured CRM with all properties properly mapped but also comprehensive documentation of the setup to ensure future reference. I'd love to connect further to detail how my verifiable skills and experience can elevate your RISE program through my effective use of the HubSpot platform.
€8 EUR in 40 days
0.0
0.0

From a pool of over 500,000 in project earnings on Freelancer, my profile speaks for unparalled expertise. Being a sales automation specialist for over 17 years, I have a wealth of experience in HubSpot CRM that fits right into your project's requirements. My understanding and mastery of HubSpot Sales Hub, Marketing Hub and API gives me the edge in design and implementing custom pipelines. With my background in sales automation, I am adept at CRM configurations and have established many automated email sequences to streamline communication points, whether it be for initial partner outreach or nurturing sequences for referrals or onboarding sequences for new subscribers. I assure you of the highest standards of dedication to work; a quality evidenced by my long-standing record of satisfied clientele from over 200 countries. This project demands agility and meticulous attention to detail; properties that I have honed over time. As a global player, I can flexibly manage with time zones to meet your immediate needs without compromising on quality or skills. Furthermore, I am available 24/7 to ensure speedy completion of tasks as specified. Finally, while I have experience with several AI sales enablement platforms like Fluint (Olli), similar to your requirement; the hallmark of my work is partnering with clients towards long term solutions rather than short-term finish lines. Collaborating with me wouldn't just get you the desired end product but also in-depth d
€6 EUR in 40 days
0.0
0.0

Hello, I am Priyanka. With proven expertise in HubSpot CRM setup, pipeline creation, and sales automation, I specialize in configuring complex CRM systems that streamline partner onboarding, referral tracking, and automated communication. For your project, I will deliver: 5 custom pipelines with defined deal stages tailored to the RISE program. Custom properties for contacts, companies, and deals to capture precise data points. Database import with accurate mapping and integrity checks. Automated email sequences for outreach, nurturing, onboarding, and referral updates. Complete documentation of setup, structure, and integrations. I have strong experience with HubSpot Sales Hub & Marketing Hub, database management, and email automation. My focus is precision, compliance, and immediate execution — I can start right away and dedicate the full day to ensure your account is fully configured for 5 users, with database uploaded and workflow initiated today. Looking forward to building a seamless CRM system that accelerates your partner and referral management. Warm regards, Priyanka Singh
€4 EUR in 40 days
0.0
0.0

⭕ HubSpot Expert for CRM Setup & Integration ⭕ Hello, I hope you’re doing well. I specialize in HubSpot CRM setup, workflow automation, and sales pipeline optimization for businesses that need structured onboarding, referral tracking, and scalable communication systems. ⭕ For my experience ⭕, I have strong experience with HubSpot Sales Hub and Marketing Hub, including custom pipelines, deal stages, automated email workflows, database imports, and CRM process optimization. I’ve worked on onboarding funnels, referral systems, and multi-stage sales workflows with custom properties and reporting structures. ✅ For HubSpot CRM configuration, I’ll build all 5 custom pipelines, configure deal stages, and create the required custom properties for onboarding, referrals, fee waivers, and content/live-status tracking. ✅ For database & automation setup, I’ll import your CSV databases with proper mapping and configure automated email sequences, nurturing workflows, onboarding automation, and referral progress updates. ✅ For delivery & scalability, I’ll provide a clean, organized HubSpot setup with documentation covering pipelines, properties, workflows, and automation logic. I can start immediately and dedicate full-day availability to complete the setup, imports, and first workflow today. ❤️ Best regards ❤️
€17 EUR in 40 days
0.0
0.0

Hi, I can start immediately and dedicate today to getting the core HubSpot setup moving: 5 users, database import, and the first workflow live. The real work here is making HubSpot reflect your RISE process clearly, not just adding pipelines. I’d start by mapping the CSV fields, partner/referral stages, fee waiver milestones, and content onboarding dates before building the pipelines and custom properties. The main risk is messy data or unclear stage logic, so I’d validate the import mapping first and document the structure as I build. Relevant example: I’ve worked on CRM/workflow automation where raw contact data had to be cleaned, mapped into the right fields, and tied to follow-up sequences so the team could track progress without manual chasing. My hourly rate is €6/hr. Thanks!
€6 EUR in 40 days
0.0
0.0

Hi there, I can start immediately and work on this project full-time today to get the HubSpot account configured for all 5 users, database imported, and the first workflow live within the required timeline. I will set up the custom pipelines, deal stages, automated email sequences, and custom properties to ensure the CRM is fully structured around your partner onboarding and referral process. I have worked on CRM and automation projects involving pipeline creation, workflow automation, lead nurturing, database imports, and process tracking systems designed to streamline onboarding and sales operations. I can also provide clean documentation of the entire setup so your team can manage it easily moving forward. I can handle the setup independently and coordinate efficiently if additional technical support or integrations are required during implementation. Before we proceed, I have one quick question: are the CSV databases already cleaned and structured for import, or would you like me to handle the data cleanup and mapping process as well? Warm Regards Usama S.
€6 EUR in 40 days
0.0
0.0

Shannon, Ireland
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