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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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