HubSpot Forms & Automation Setup
Budget: $8 – $15 USD
I’m looking for a HubSpot specialist who can jump straight in and build a small set of new forms, then wire up the accompanying automations so everything runs smoothly from the first submission.
What I need you to do
• Create the required HubSpot forms (the main goal is streamlined lead capture inside HubSpot itself).
• Build the workflows so each submission instantly triggers email notifications, updates the right contact properties, and assigns follow-up tasks to the appropriate team member.
• Make sure everything plays nicely with the features we already rely on—Email Marketing, the CRM, our existing Lead Scoring rules, and Marketing Hub Pro.
Scope & timeline
This is a focused two-week engagement paid at roughly $10–$13 USD. If we work well together there’s plenty more to tackle afterward, so consider this a trial run for a longer-term collaboration.
Acceptance criteria
• All forms live, embedded (or share-links supplied) and tested.
• Automated emails, property updates, and task assignments fire correctly for every branch of each workflow.
• Clear hand-off document or quick Loom walkthrough so my team can tweak things later.
If you know HubSpot inside out and can deliver quickly without hand-holding, I’d love to hear from you.
What I need you to do
• Create the required HubSpot forms (the main goal is streamlined lead capture inside HubSpot itself).
• Build the workflows so each submission instantly triggers email notifications, updates the right contact properties, and assigns follow-up tasks to the appropriate team member.
• Make sure everything plays nicely with the features we already rely on—Email Marketing, the CRM, our existing Lead Scoring rules, and Marketing Hub Pro.
Scope & timeline
This is a focused two-week engagement paid at roughly $10–$13 USD. If we work well together there’s plenty more to tackle afterward, so consider this a trial run for a longer-term collaboration.
Acceptance criteria
• All forms live, embedded (or share-links supplied) and tested.
• Automated emails, property updates, and task assignments fire correctly for every branch of each workflow.
• Clear hand-off document or quick Loom walkthrough so my team can tweak things later.
If you know HubSpot inside out and can deliver quickly without hand-holding, I’d love to hear from you.