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HubSpot CRM + Lead Automation Setup (Gobii Integration + Email Sequences)

UpworkUSNot specifiedexpert
HubSpotMarketing AutomationEmail Campaign SetupEmail MarketingMailchimpLead GenerationCustomer Relationship ManagementCustomer RetentionA/B TestingSalesforce CRM
I run an IT infrastructure company (structured cabling, security cameras, network installations, and more). I am seeking an experienced specialist to set up and automate my lead-generation and CRM systems. I already have: HubSpot account (new) Gobii account (lead generation tool) Lead data coming from a freelancer (Excel/Google Sheets) I need someone to: Set up HubSpot CRM pipeline (lead → deal stages) Import and structure lead data (from Gobii and spreadsheets) Create automated workflows: Email sequences (initial outreach + follow-ups) Lead status updates Task reminders (calls, follow-ups) Integrate Gobii (or via Zapier/Make if needed) Set up contact segmentation (industry, location, priority leads) Create dashboards to track: Leads added Emails sent Responses Deals closed Ensure the system is simple and easy for daily use Bonus (not required but preferred): Experience with B2B lead generation systems Experience with service businesses (IT, MSP, contractors) Ability to recommend improvements to increase conversions Deliverables: Fully working CRM pipeline Automated outreach system Clean contact database Step-by-step instructions or walkthrough Budget: Open to fixed or hourly rate, depending on experience. To apply, please include: Examples of similar HubSpot automation work Tools you plan to use (Zapier, Make, native integrations, etc.) Brief explanation of how you would structure this system This is a long-term opportunity if the system performs well.
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