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I am looking for a freelancer to help me with the various workflow processes related to my customer onboarding, communication, and service delivery tracking needs. Specifically, I need assistance with lead generation and management, customer onboarding and retention, and sales pipeline management. The process requires integration with email, calendar booki...various workflow processes related to my customer onboarding, communication, and service delivery tracking needs. Specifically, I need assistance with lead generation and management, customer onboarding and retention, and sales pipeline management. The process requires integration with email, calendar bookings, and invoicing. If you have experience with any of the CRM systems such as Salesforce, HubSpot, or Zoho that would be a ...

CRM Developer We are in need of a CRM developer to create a custom CRM platform. Skills and experience required: - Proficiency in CRM development, specifically with experience in creating custom platforms - Strong knowledge of lead management functionalities within a CRM system - A...custom CRM platform. Skills and experience required: - Proficiency in CRM development, specifically with experience in creating custom platforms - Strong knowledge of lead management functionalities within a CRM system - Ability to develop and implement sales forecasting capabilities - Experience in integrating customer support functionalities into a CRM platform - Familiarity with Salesforce or HubSpot is a plus Timeline: - The development of the CRM platform is expected to take between 1 and...

...my calendar, do paperwork, schedule meetings - Managing and creating processes: working with CRM systems, managing lead intake, creating SOP and systems To complete these tasks you should be familiar with the following apps: - Google workspace, specifically: Gmail, Gdrive, Google Spreadsheets - Squarespace - AI tools like ChatGPT, , Midjourney - ClickUp - Quickbooks - Zapier - Mira - HubSpot SUCCESSFUL VIRTUAL ASSISTANT PERSONALITY PROFILE You’re an excellent problem solver and enjoy doing that. You’re proactive and responsible. If you see that something can be done more efficiently – you come forward with a solution. You don’t bring problems to the table without researching the solution first. You’re an effective task and time manager. You know ...

Need fix responsiveness and do design mock up

I am looking for a freelancer who can create a custom quote template for my HubSpot CRM system. Running into a lack of customizability with the templates and need to have a good amount of information and images that our current quotes have. The template should have the following features: - Ability to add custom fields and calculations - Integration with my CRM system - Custom branding and design, which I can provide an example for Although I don't have existing brand guidelines to follow, I have a rough idea of the design and format that I want. The freelancer will have creative freedom to bring my vision to life. Ideal skills and experience for this job include: - Proficiency in HubSpot and CRM systems (Hubl Language) - Strong design and branding skills ...

...have an inquiry form to book a cleaning service quotation and Whatsapp chat integration we need someone professional able to take care of any aspect of the website, no clumsy template that crashes or with infinite loading time. all required information will be shared upon request the website must be 100% mobile friendly, SEO and pixel for lead generation tracking, with CRM integration like HubSpot or similar to store and collect customers data We will not pay for a cheap not fully working website Skills and experience required: - Proficient in web development and design - Strong knowledge of HTML, CSS, and JavaScript - Experience in creating interactive landing pages - Understanding of lead generation strategies - Ability to create a visually appealing and user-friendly...

I am looking for a freelancer to help me sort my contacts lists in Excel and Hubspot into an email lists Skills and Experience: - Proficiency in Excel and Hubspot - Experience in data entry and organization - Strong attention to detail - Familiarity with sorting contacts based on specific criteria, particularly by location Project Requirements: - Sort 5000 contacts from Excel and Hubspot into an email list both in Hubspot and also email list for outlook - Use the specific criteria of sorting contacts by location country. - Walk me through the process of how it is done Please provide a quote and estimated timeline for completing this project. Thank you!

To integrate hubspot with current landing page and setup an email marketing series targeting Iowa.

HubSpot Email Marketing Goal: Generate leads Skills and experience needed: - Proficiency in HubSpot email marketing platform - Experience in lead generation strategies and tactics - Ability to create compelling and engaging email content - Knowledge of email marketing best practices and regulations Requirements: - Utilize the client's existing customer email list to generate leads - Create and send emails to subscribers once a week - Develop and implement effective lead generation strategies - Optimize email campaigns to maximize lead conversion

CRM Manager - I am looking for a CRM manager who is experienced in working with HubSpot. - My primary goal for the CRM management is to increase sales. - I require assistance with data entry tasks in CRM management. - The ideal candidate should have strong experience in data entry and be familiar with HubSpot CRM platform. - They should have a proven track record of successfully increasing sales through CRM management. - Excellent attention to detail and organizational skills are essential for this role.

I am in need of a HubSpot CRM developer who can assist me in implementing specific features and functionalities within the CRM system. Specific Features: - Lead Management: I require the ability to effectively manage and track leads within the CRM, including lead scoring and lead nurturing capabilities. - Contact Management: It is essential that the CRM allows for efficient contact management, including the ability to store and organize contact information, track communication history, and manage contact lists. - Sales Pipeline Management: I need assistance in setting up a sales pipeline within the CRM, including the ability to track deals, set milestones, and generate reports. Budget: - My budget for this project falls within the range of $500 - $1000. Timeline: - I am lookin...

I am looking for a developer to update the code for our embedded Hubspot forms. The current code language used is JavaScript. Skills and experience required: - Proficiency in JavaScript - Familiarity with Hubspot forms - Knowledge of the Google Address Verifier API The main task is to integrate the Google Address Verifier API into the existing code and prompt the user to accept recommended changes. The prompt should appear in a pop-up window. If you have experience with these technologies and can deliver the required functionality, please submit your proposal. Want it to function like this:

Video Editing/Compilation for Dr. HubSpot I am looking for a skilled video editor to create a 3-4 minute video for Dr. HubSpot, a video campaign for my company, Pearagon. The ideal candidate will have experience in video editing and compilation, and be able to deliver a final video that is simple and clean in style, with a fun energy to it/ Project Requirements: - The final video should be 3-4 minutes in length - I will provide the necessary footage for the video - The style of editing should be simple and clean, with a focus on highlighting Dr. HubSpot's message and brand Skills and Experience: - Proficiency in video editing software (e.g. Adobe Premiere Pro, Final Cut Pro) - Strong understanding of storytelling and visual communication - Attention to detail and abil...

Hello! I am in need of an experienced and talented freelancer to create a dashboard in Hubspot for me. My dashboard should include sales metrics and workflow, and I have a specific design in mind for the dashboard that I can share with the chosen freelancer. Additionally, I need the dashboard to be integrated with other tools or platforms, as required by my specific needs. And lastly, Training 3 sales reps to use the basic version of effectively. I am looking for a freelancer with excellent technical skills and the ability to successfully build my dashboard. Attention to detail, commitment to the project, and the ability to deliver results on time are essential qualities. I am confident that with the correct person, this project can be a success. Looking forward to receiving bid...

I am looking for a programmer who has done Hubspot Xero and Googlesheet integration. ONLY APPLY IF YOU WORKED ON HUBSPOT. You may use Zapier.

Experienced CRM Specialist Needed for Car/Shuttle Business - I am seeking a freelancer with expertise in setting up a CRM specifically for a car/shuttle business. - The preferred CRM software for this project is HubSpot. - Data migration assistance to the new CRM is required. - The main focus of this project is on contact management within the CRM. - The ideal candidate will have experience in implementing CRM solutions for similar industries. - Knowledge of lead management and sales forecasting features is a plus. - Attention to detail and the ability to customize the CRM to suit the specific needs of the business are essential. - Strong communication skills and the ability to work collaboratively with the client are important for the successful completion of this project.

I am looking for a freelancer to help me integrate Hubspot and Xero (via Google Sheets) using Zapier to automate invoicing. I would also like to sync customer records between Hubspot and Xero. The volume of transactions will be low, less than 100 per month. I have 2 different entities which we bill customers from depending on the entity that the customer originally signed up with. Thank you for your consideration.

...the workflow between Wordpress, Hubspot, and Docusign. The specific tasks I need help with are creating automated workflows. Skills and Experience: - Strong experience in integrating APIs and setting up API connections - Proven expertise in creating automated workflows - Ability to troubleshoot existing integrations if needed For this project I have a wordpress site and hubspot account. My account is connected to them both. I can add Docusign access also. I want to be able to trigger an event manually from wordpress for a user that has filled out a form. The form is embedded in wordpress from Hubspot and all the data lives in Hubspot. So if a user fills out a form on my wordpress site it creates the contact in Hubspot because it is a hubsp...

We are looking for a website developer experienced in Google Tag Manager, Wordpress & Hubspot to assist us with troubleshooting our account to record conversions properly.

I'm looking for an experienced professional to help with updates to our Wordpress website. Specifically, I need assistance with improving the functionality of the website and its speed. I already have a Google Tag Manager account set up, and I'm hoping the professional can help us setting up...Wordpress website. Specifically, I need assistance with improving the functionality of the website and its speed. I already have a Google Tag Manager account set up, and I'm hoping the professional can help us setting up conversion tracking within it. We are experiencing issues on this end and need someone with knowledge of Google Tag Manager to troubleshoot this. Prior experience with Wordpress, Hubspot and Google Tag Manager is essential for this. If successful, we may consid...

...post's date, location, and people tagged, should be displayed. 2. **Editability and SEO:** - I should have the ability to edit all aspects of the webpage content at any time, including text, photos, and agent-specific information. - The website should be SEO-friendly, allowing me to optimize each page for search engines. 3. **Lead Generation:** - Integration with a contact form (such as HubSpot) on every webpage to capture leads and inquiries from potential clients. - The website should be able to track leads separately for each agent. 4. **Video Support:** - The option to add videos to webpages for SEO purposes should be available. 5. **Agent-Specific Pages:** - Agents working for me should be able to access personalized pages using their name as an ar...

Project Title: Customer Acquisitions and Hubspot manager Overview: We are seeking a freelancer with expert knowledge in HubSpot and experience in email marketing to help us acquire 100-500 leads for our business. The ideal candidate will have a strong background in customer acquisition strategies and be able to effectively utilize HubSpot to drive results. Responsibilities: - Develop and implement targeted email marketing campaigns to acquire leads - Utilize HubSpot to optimize customer acquisition strategies and track campaign performance - Collaborate with the marketing team to create engaging content that attracts potential customers - Monitor and analyze campaign data to identify areas for improvement and implement necessary changes - Stay up-to-date with ...

...accredited/sophisticated. There are three phases to this project, we will focus on Phase 1. This is high priority for us. Phase 1: 1. Help write the content in Cardinal's website-currently under construction, Wordpress/Blue Host. Partner with our developer to get website completed. 2. Create profiles for the managing members to be loaded on the website 3. Current Developer will integrate Website with Hubspot CRM/forms For reference, we included websites of current partners that are in the same line of business. The ideal candidate will need to demonstrate they have the necessary skills and experience to create high-quality, informative content for our website. Thank you and I look forward to your response

...Outbound, enfocada en la calificación de leads y agendamiento de reuniones. El rol no implica ventas directas, sino más bien la identificación de oportunidades y la preparación de reuniones para ventas. Responsabilidades: Calificar leads y determinar su calidad (Hubspot) Agendar reuniones con clientes potenciales calificados (google calendar) Emplear almenos 4 horas diarias para seguimiento a leads y programar actividades de seguimiento para el equipo de ventas. Requisitos: Experiencia en HUBSPOT (tomar el curso inbound de hubspot es un plus) Habilidades excepcionales de comunicación y organización (poseer linkedin) Capacidad para trabajar de forma remota e independiente orientada a resultados. Género femenino sin...

Hi I am looking for HubSpot expert. The task is to revamp the existing site from Figma design I can't share the site access now. If you are an expert, I am willing to share it. Regards

...freelancer with advanced level familiarity with Hubspot to assist me with the following tasks: 1. Custom Development: - Implementing custom functionalities and features in Hubspot to meet specific business needs. - Developing custom templates, modules, and components for commission payouts. - Creating custom reports and dashboards Ideal Skills and Experience: - Extensive experience in custom development using Hubspot's API and tools. - Proficiency in HTML, CSS, and JavaScript. - Strong knowledge of Hubspot's COS (Content Optimization System) and the ability to create custom modules and templates. - Familiarity with Hubspot's workflows and automation features. Please note that the successful candidate must have access to an existing Hubspot...

...be having a basic knowledge of Adobe Creative Suite- primarily In Design, Photoshop, Premiere. • Manage and maintain the company’s social media messaging with an aesthetic that is consistent with the overall company branding. Job Requirements Requirements and skills • Proven working experience as a Digital Marketing 2+ years minimum in Tourism industry • Knowledge of marketing digital tools (Hubspot, Mailchimp, Google keyword planner, sprout, buffer, etc) and techniques • Excellent understanding of digital marketing concepts and best practices • Experience with B2C social media, Google AdWords, Facebook ads and email campaigns and SEO/SEM campaigns • Perfect knowledge of web analytics tools (e.g. Google Analytics, NetInsight, WebTrends etc.) &...

...Tech-savvy: You're not just familiar with modern tools; you excel in them. Skills & Qualifications: Proficiency in Microsoft Excel. Advanced skills in administration, Google Suite, and cloud systems. Exceptional English communication and writing abilities. Robust time-management skills. Experience with phone/debt collection. Proven ability to manage calendars and coordinate schedules. Familiarity with Hubspot, Xero, and Confluence is a must. What's in it for You: Working hours: 10am - 6pm ADT. Competitive monthly salary, paid weekly. Performance-driven target bonuses to boost your earnings. Engaging Excel test during the interview to showcase your prowess. Take the Leap: Impress us not just with your resume but also with a short video about yourself. Tell us what ...

Hi I am looking for HubSpot expert who can guild me through a remote tool I can't share the site access. After I see that you are an expert, I am willing to share it. Regards

...feedback I’m receiving from the team is that the script set is not working as expected. These scripts run as cron jobs to e.g. automatically generate a project in Harvest when a deal is accepted in HubSpot. The script set has been working for many years and I have tried to test the existing php and found no errors. Changes required for 2 factor authentication (from API key to bearer token) in accessing the HubSpot API were implemented in March 2023 and, except for one script (create ) this was successful at the time. I suspect the problem now is that something has changed at the Harvest or Hubspot end. I have checked the mysql database and there is no corruption. I can provide access to the server via CWP7, which will allow the developer to see everything inv...

...Cardinal's website-currently under construction, Wordpress/Blue Host. Partner with web developer to get website completed. 2. Create profiles for the managing members to be loaded on the website 3. Integrate Website with Hubspot CRM/forms Phase II: 4. As our investor data base begins to grow, using Hubspot CRM, every two weeks, send Informative email campaigns targeted at new and existing investors. 5. Compartmentalized investors as sophisticated or accredited investors ( 6. Post content on social media to pull potential investor, i.e. Instagram etc. Phase III 6. Through Hubspot send invites for our future meet ups/webinars 7. Follow up with attendees via email or text. Create the content to be sent out. 8. When we host meet ups (local to Houston), post t...

B2B EUROPE Road Transport and Freight Forwarding within Europe * Outbound sales campaign * We are looking for an agency specialized in conducting campaigns as part of our outbound promotional strategy. IMPORTANT * * * If you're interested, kindly send me a portfolio that is relevant and...manufacturers (not intermediaries, brokers or distributors) International transportation will be our priority. Our preferences lean towards international transport, which involves movement between different countries, rather than solely within one country (domestic). In the captions, we are familiar with programs, including but not limited to: ExpertSender, FreshMail, GetResponse, Google, Analytics, HubSpot, Hunter, LinkedIn, Sales, Navigator, MailChimp, Marketo, Salesforce, SalesQL, Senuto,...

...Technology Stack - Frontend: - Backend: - Database: MongoDB and LangChain Vector Store # Third-Party Integrations (Scenarios to illustrate how they would integrate into your system's workflow are provided inside the "" file) - Customer engagement: Intercom - Customer service: Zendesk - Natural language processing: Chat GPT Open AI - Marketing and sales: HubSpot **There is an attached file with all of the project specifics, (a feature list Excel file that contains all the features required to build and a docx file that describes the features of the service with use-cases examples) please review it before making your offer.** ** Previous work samples must be included, and preference is given to those who have worked with the recommended technologie...

I already have the html code of the Email signature. I want to edit it to make it work with Hubspot. I want to add disclaimer text as well additionally. Budget: 10 USD. Anyone has previous experience, please ping me. You should be able to test it in hubspot before giving me the completed piece of work!

...my calendar, do paperwork, schedule meetings - Managing and creating processes: working with CRM systems, managing lead intake, creating SOP and systems To complete these tasks you should be familiar with the following apps: - Google workspace, specifically: Gmail, Gdrive, Google Spreadsheets - Squarespace - AI tools like ChatGPT, , Midjourney - ClickUp - Quickbooks - Zapier - Mira - HubSpot SUCCESSFUL VIRTUAL ASSISTANT PERSONALITY PROFILE You’re an excellent problem solver and enjoy doing that. You’re proactive and responsible. If you see that something can be done more efficiently – you come forward with a solution. You don’t bring problems to the table without researching the solution first. You’re an effective task and time manager. You know ...

Hubspot CRM setup 8 hrs Spanish mandatory (Spoken) Remote Task

...our Digital NFC business card company. Our plan is to sell NFC cards with customised details on the card. We then want each user to be able to create their won profile on the mobile app, but also allow a solution for enterprises to manage all their staff. Some features I will be looking for are, the ability to add the QR code to apple/samsung wallet, Direct integrations with CRM software such as Hubspot, Zendesk, Salesforce, Soho etc etc. I am also wanting the opportunity to allow users to have a virtual background on their Goole meets, Microsoft Teams or Skype call, with the users QR code. I would like the platform to have a analytics part where it tracks how many people are networking etc etc, as this will allow companies to see their staff are connecting and networking. The ...

I am looking for a freelancer who can set up Horizon Integrator with Hubspot to enable click-to-dial functionality. This should really only be a case of setting up a basic Private App in hubspot using the tick boxes provided then copying the code into the Horizon Integrator App and making sure that the integration works. For someone who has done this before it should be no more than 30 minutes work. Skills and Experience: - Experience in setting up and integrating Horizon Integrator and Hubspot - Familiarity with CRM systems and telephony integrations - Strong understanding of sales processes and efficiency improvement Requirements: - The freelancer should have experience in improving sales efficiency through integrations - The primary purpose of this integration is ...

Looking to have a few simple reports and dashboards created in Hubspot. Reports 1. Deal Forecast Report: An essential tool that provides an overview of the estimated revenue from the deals that are currently in your pipeline. 2. Sales Activity Report: Monitor key activities like calls, emails, and meetings to evaluate both the quantity and quality of touchpoints your team has with prospects. 3. Deal Stage Funnel: Visualize how deals are progressing through different stages in your sales funnel. This can help you pinpoint where potential clients might be dropping off. 4. Lead Conversion Report: Evaluate how many leads are being converted into customers and identify bottlenecks in the conversion process. 5. Sales Velocity: This report gives you the average time it takes f...

B2B EUROPE Road Transport and Freight Forwarding within Europe * Outbound sales campaign * We are looking for an agency specialized in conducting campaigns as part of our outbound promotional strategy. IMPORTANT * * * If you're interested, kindly send me a portfolio that is relevant and...manufacturers (not intermediaries, brokers or distributors) International transportation will be our priority. Our preferences lean towards international transport, which involves movement between different countries, rather than solely within one country (domestic). In the captions, we are familiar with programs, including but not limited to: ExpertSender, FreshMail, GetResponse, Google, Analytics, HubSpot, Hunter, LinkedIn, Sales, Navigator, MailChimp, Marketo, Salesforce, SalesQL, Senuto,...

...where they are coming from. 10. Manage a CRM, all of the emails in one place and make sure the right people get the right emails. 11. Manage Google Analytics and Tracking 12. Use Zapier to connect workflows 13. Upload all of my videos to a course 14. Add an Intercom support button to the website Tools: - Zapier - WebFlow - Email - MailChimp, ConvertKit, Substack - Customer Support - HubSpot, Intercom - Google Analytics - Domain Management tools like Hover - Sales automation tools like Lemlist - Typeform, Calendly Responsibilities: - Respond to new technical requests and complete them within 1 week - Learn new no-code tools - Suggest tools to use for domain management, email management, website development, CRM, sales, etc. - Maintain documentation for any n...

Necesitamos sincronizar los datos de Contactos, Empresas, Negocios, Productos y Facturas entre HubSpot y Odoo

Hello, Need Website Developer to resolve some basic logical errors in our current website. The developer must also be well versed with the designing part and must have a detailed understanding of server issues etc - 1. Website Developer and Website Designer. 2. Ability to sort the backend problems like se...Developer and Website Designer. 2. Ability to sort the backend problems like server issues, loading time issues. 3. Must be able to check the issues behind a form filling response time. 4. Good at giving ideas on colour schemes / relevant vectors. 5. CTA check 6. Security of the website related understanding. 7. Detailed check of the footer and its size. 8. Detailed understanding of the hubspot ( related to the website only ). 9. Budget - 7000. Looking forward to ...

...sales super app Specific Features: - Sales Analytics: The app should have robust sales analytics capabilities, allowing users to track and analyze sales data in real-time. - Email integration: The SaaS will collect and analyze data from Gmail API and outlook - Lead generation: It will include also include lead generation - CRM and Slack integration: The SaaS will transfer cleaned prospect data to hubspot/salesforce, and also send push notifications to users through slack - Automated email writing using GPT models (Lama, OpenAi, etc..) Among many other features Expected design: - The main "platform" will be external to Gmail, but also need a gmail interface, similar to Gramarly where the user can select: Writing style, length, tone etc.. with hovering buttons Tim...

I need someone experienced enough to build a real estate CRM in Hubspot. Will be building contact, users, properties, furnitures, and decorations models (to add, edit and remove records from each of those models)

HubSpot Expert Needed for Marketing Automation Project Skills and Experience: - Extensive knowledge and experience in HubSpot's marketing automation features - Strong understanding of CRM and sales enablement within HubSpot - Proficiency in setting up and managing HubSpot projects - Ability to effectively utilize HubSpot's tools and features to optimize marketing campaigns Project Details: - The client is seeking a HubSpot expert to assist with marketing automation. - The project requires both setup and management of HubSpot. - The preferred timeline for completing the project is within 1 month. Responsibilities: - Collaborate with the client to understand their marketing goals and objectives - Set up HubSpot's marketing automation featu...

I am looking for a Hubspot Expert who can provide ongoing support for my business. I anticipate needing assistance on a weekly basis. The specific tasks I need help with include workflows and reporting. Skills and Experience: - Extensive knowledge and experience with Hubspot - Proficiency in email marketing, lead generation, and CRM management - Strong understanding of workflows and reporting in Hubspot - Ability to provide ongoing support and assistance on a weekly basis

I am looking for someone to design and develop a website for my trucking business. We need the website to have online booking system and fleet tracking capabilities. Additionally, it should be able to integrate with Hubspot systems. We also have specific colors and branding guidelines that should be adhered to for the website. Finally, I am open to suggestions on making the website mobile responsive.

URGENTLY REQUIRED INDIAN FREELANCER ONLY// CAN CONVERT FULL TIME JOB *Saas where user paste web url and get their chatbot on their website* We want to customize existing git repo and convert it into our own saas you have to make few ui/ux changes and add some features additions. features: lead capture and push to google sheet or crm like hubspot, salesforce stripe integration integration with WhatsApp, website and telegram etc knowledge base pdfs, webiste url ,txt templates for 3-4 niche- ecommerce, realestate , restaurant Candidate's requirements : 1. expert at building saas full from landing page to backend to deploying on aws with vector db like pincone , qrand or any other be able to keep the knowledge base data safe with open source llm like hugging

We are currently seeking specialized services for the integration and migration of our customer database into HubSpot CRM.