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HubSpot CRM Automation & Integration Specialist Needed

Remote, USA Full-time Posted 2025-11-24
We are looking for an experienced HubSpot automation specialist to build a fully automated CRM workflow for Sick Trophies, a custom trophy manufacturing business. This is not a blank-slate project and not a marketing role. The business process is already defined. We need someone who can implement it cleanly, logically, and reliably inside HubSpot. The end goal is a system where one employee can log in each morning, look at dashboards, and immediately know: Who needs to be contacted What stage every order is in What action needs to happen next No manual tracking. No guessing. Process You Will Implement 1. Lead Intake & Auto Response Inbound leads come from ads and contact forms into HubSpot Leads enter a Lead stage Automatic email response is sent immediately (or next business day) Dashboard shows: New leads since last login Open leads requiring action 2. Lead Qualification Sales rep reviews leads Uses saved HubSpot email templates to respond Once first email is sent: Lead moves from Lead → Qualified Lead Negative responses automatically move to Closed – Not Interested Lead stage remains clean and only contains unworked leads 3. Deal Creation & Engagement When a lead responds: A Deal is automatically created Deal moves into the first active stage (Design / Engagement) All communication happens inside HubSpot Dashboard shows deals awaiting response or action 4. Invoicing & Payments Invoices are created and sent directly from HubSpot Payments collected via HubSpot Payments Deal stages update automatically: Invoice Sent Invoice Paid Newly paid orders are clearly visible on dashboards Paid invoice data can be pushed to QuickBooks (one-way sync is fine) 5. Production & Order Tracking After payment, deal moves to Production Customer automatically notified when order enters production Deal properties include: Rush order (Yes/No) Expected ship date Delivery date Shipping method Industry / category (sports type, event type, etc.) 6. Shipping Integration When marked Ready to Ship, order is sent to ShipStation Tracking number is returned to HubSpot Customer automatically receives tracking email Deal closes automatically once shipped Zapier or middleware is acceptable if needed. Dashboards (Critical) You will build clean, action-based dashboards such as: New leads since last login Leads awaiting first contact Deals awaiting customer response Invoices sent but unpaid Orders in production Orders ready to ship Orders shipped today Dashboards must be simple and operational, not vanity metrics. Cleanup & Finalization Reassign existing leads and deals from former employees Remove or fix conflicting automations Ensure deal stages, properties, and workflows are aligned What We’re Looking For Strong HubSpot workflow and deal pipeline experience CRM automation and business process logic Experience integrating HubSpot with payments, shipping, and accounting tools Ability to execute a defined process without overengineering Engagement Fixed-price or clearly scoped project preferred Potential ongoing support after implementation Apply tot his job Apply To this Job

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