HubSpot CRM + SMS Automation Setup (CloudTalk + Customer.io)
UpworkUSNot specifiedexpertScore: 40
CRM AutomationHubSpotCustomer Relationship ManagementMarketing Automation
We’re looking for an experienced HubSpot specialist to help us set up our CRM and SMS automation from scratch and design a clean, scalable system.
What we need:
- Initial HubSpot CRM setup (pipelines, properties, structure)
- Connect CloudTalk so calls and SMS are logged in HubSpot
- Connect Customer.io for event syncing
- Connect our internal system via webhooks so all calls and conversations are centralized in HubSpot
- Use HubSpot to send marketing SMS through our CloudTalk number and keep replies centralized
- Make sure all calls, SMS, and conversations are visible inside HubSpot
- Clean contact timelines and basic reporting
- Light documentation
Very soon, we’ll also need to integrate paid ads (Google + Meta) so leads, calls, and messages are tracked and centralized correctly.
We’re looking for someone who:
- Has real experience setting up HubSpot as a CRM
- Has experience with CloudTalk and webhook/API integrations
- Can think creatively and suggest better workflows and automation ideas
- Can design something scalable we won’t outgrow quickly
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Spent: $150Rating: 0.0Verified