HubSpot CRM & UTM Setup
Budget: ₹400 – ₹750 INR
I need an experienced full-stack developer to configure HubSpot from the ground up and make sure it speaks flawlessly with every channel we rely on. The project covers three main areas:
1. CRM configuration
HubSpot has to be tailored for robust lead management, reliable sales tracking, and clear customer-support workflows. This includes setting up pipelines, custom properties, deal stages, ticketing, and the automation that ties them together.
2. Multi-channel integration
• Website – embed HubSpot forms so new contacts flow straight into the CRM, add the tracking code to monitor user behaviour across all pages, and sync every historical and future contact record.
• Email marketing – connect our existing email platform so campaigns automatically tag, score, and update contacts inside HubSpot.
• Social media – link Facebook, LinkedIn, and any other active accounts so ads and organic posts feed engagement data back into HubSpot reporting.
3. UTM strategy & implementation
Build a coherent naming convention, apply it to all current marketing links, and confirm that each UTM parameter is captured correctly inside HubSpot analytics and dashboards.
Acceptance criteria
• All forms submit to the correct HubSpot lists with no duplicate fields.
• Visitor sessions and conversion events display in the HubSpot timeline within 30 minutes of activity.
• Email and social channels pull engagement metrics (opens, clicks, comments, ad spend) into HubSpot reports.
• UTMs appear consistently in contact properties and attribution reports using the agreed naming scheme.
• A brief hand-off document details the setup and how to extend it.
I’m ready to provide admin access, current site repo, and brand guidelines as soon as we start.
1. CRM configuration
HubSpot has to be tailored for robust lead management, reliable sales tracking, and clear customer-support workflows. This includes setting up pipelines, custom properties, deal stages, ticketing, and the automation that ties them together.
2. Multi-channel integration
• Website – embed HubSpot forms so new contacts flow straight into the CRM, add the tracking code to monitor user behaviour across all pages, and sync every historical and future contact record.
• Email marketing – connect our existing email platform so campaigns automatically tag, score, and update contacts inside HubSpot.
• Social media – link Facebook, LinkedIn, and any other active accounts so ads and organic posts feed engagement data back into HubSpot reporting.
3. UTM strategy & implementation
Build a coherent naming convention, apply it to all current marketing links, and confirm that each UTM parameter is captured correctly inside HubSpot analytics and dashboards.
Acceptance criteria
• All forms submit to the correct HubSpot lists with no duplicate fields.
• Visitor sessions and conversion events display in the HubSpot timeline within 30 minutes of activity.
• Email and social channels pull engagement metrics (opens, clicks, comments, ad spend) into HubSpot reports.
• UTMs appear consistently in contact properties and attribution reports using the agreed naming scheme.
• A brief hand-off document details the setup and how to extend it.
I’m ready to provide admin access, current site repo, and brand guidelines as soon as we start.
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