HubSpot Pipeline & Zapier Setup

I run a Georgia-based Medicaid home-care agency and already have a paid, four-seat HubSpot account in place. The foundation is there, but the sales pipeline still needs to be tightened and fully automated so my team can move faster and nothing slips through the cracks.

Here is what I need to complete:

• Stage definitions and flow – refine each stage of the pipeline so it mirrors our real-world intake and onboarding steps.
• Data input and migration – import and clean the remaining client, prospect, and referral-partner records so every deal sits in the right spot from day one.
• Automations – build the email sequences, task reminders, and lead-scoring rules we’ve outlined, making sure they trigger at the correct pipeline moments.
• Zapier sync – create the Zaps that handle data transfer between our ancillary apps, trigger workflows at key events, and keep records updated in both directions without duplicates.

Acceptance will be based on a live walk-through showing:
1. Deals progressing flawlessly through each newly defined stage.
2. Historical data appearing correctly on contact, company, and deal objects.
3. Automated emails, tasks, and score updates firing as expected.
4. Zapier logs confirming successful data transfer, workflow triggers, and record updates.

If this is in your wheelhouse, please let me know your availability for a quick discover
Thanks,
Sabi