
Freelance Data Collection Jobs
Looking for freelance data collection jobs and project work? Browse active opportunities on PeoplePerHour, or hire data scraping specialists through Toptal’s rigorously vetted talent network.
opportunity
UX Designer for Web App
I am seeking a skilled UX designer to assist in the redesign of a web app providing an accounting tool for small business owners in the motor industry. The winning designer must be able to design using Figma and provide export in html and tailwind CSS. The UX will need to be user friendly and enhance the data flow and information accessibility. Preference will be shown to those designers who can present a strong portfolio of similar projects and have excellent communication skills for and effective collaboration. We are looking to start this work as soon as possible. Budget is flexible, we will provide more details of the app to those providers who's portfolio's and proposals are of interest to us.
22 days ago58 proposalsRemoteTechnical SEO optimization
We are seeking an experienced SEO specialist to enhance the technical aspects of our website. The project entails a comprehensive audit to identify areas for improvement, followed by the implementation of strategies that align with best practices. Key tasks include optimizing site speed, ensuring mobile responsiveness, refining site architecture, and enhancing schema markup. The ideal candidate will possess a deep understanding of search engine algorithms and the ability to analyze data effectively. We aim to improve our search engine rankings and overall user experience, driving increased organic traffic to our site.
22 days ago39 proposalsRemoteSocial Media Customer Attraction Campaign
I need a results-driven social-media push that will bring new online customers to my business. The core objective is straightforward: convert fresh eyes into loyal buyers through engaging posts, compelling ad creatives, and consistent community interaction. You’ll take charge of the entire funnel on the platforms you feel suit us best—whether that’s Facebook, Instagram, TikTok, or a smart mix—optimising each channel to pull qualified traffic straight to our store. Insightful audience research, scroll-stopping visuals, persuasive copy, and data-led A/B testing should shape every step. By project end I expect: • A clear social strategy document outlining target personas and platform tactics • A 30-day content calendar with captions, hashtags, and asset guidelines • Three ad sets ready to launch, each complete with creative, copy, and audience parameters • A simple reporting template so I can monitor reach, engagement, and conversions If you’re confident you can spark real growth and you have examples of campaigns that turned followers into paying customers, let’s talk.
10 days ago39 proposalsRemoteopportunity
Elite List Building
Senior Market Researcher Needed: Elite List Building (Deep Verification & Psychographic Profiling Required) We are looking for a meticulous Senior Market Researcher to build a high-value "Market Entry Dossier" of key decision-makers. ⚠️ READ BEFORE APPLYING: This is not a bulk scraping job. If you rely solely on automated tools like Apollo/ZoomInfo without manual verification, do not apply. We require 100% human verification and analysis for every single entry. The Scope: You will be building a targeted list of decision-makers, but your value lies in the quality of the data, not the quantity. Mandatory Requirements: "Active Role" Check: You must verify the contact is currently in the role via LinkedIn activity (posts/comments in the last 90 days). Old data is rejected. Strict Email Validation: No "catch-all" or "risky" emails. You must use SMTP verification tools (NeverBounce/ZeroBounce) for every contact. Psychographic Profiling: You must analyze the prospect’s recent LinkedIn activity to categorize their personality type (Driver, Influencer, Stabilizer, Analyst) and write a specific note on how to approach them. The "First 5" Protocol: You will be required to submit the first 5 rows for approval before continuing. If these do not meet the SOP, the contract will be cancelled immediately. Deliverables: Clean CSV format (No merged cells/formatting). Columns must include: Verified Email, LinkedIn URL, Activity Status, and Personality Insight Note. To Apply: Please start your proposal with the word "DOSSIER" so I know you read the requirements. Tell me which SMTP verification tool you use and one example of how you determine a prospect's personality type from their profile.
21 days ago21 proposalsRemoteopportunity
Link Building Strategy
Summary We are looking to commission a bespoke piece of SEO consultancy focused specifically on link strategy development (not execution). Our site is over 10 years old, with established traffic in an extremely competitive niche. We have strong domain history and existing authority, but we’re looking to strengthen rankings through a focused, data-led link acquisition strategy targeting relevant, high-authority sites. We already have: - A defined list of target sites - Priority keywords and pages we want to improve - Historical ranking data - Access to backlink and competitor data (Ahrefs / SEMrush) Before beginning outreach, we want to develop a clear strategic framework covering: 1. Link Distribution Recommended allocation of links between homepage vs specific landing pages Prioritisation of commercial vs informational pages Velocity guidance 2. Anchor Text Strategy Natural anchor profile modelling Target vs partial vs branded ratios Risk management in competitive SERPs 3. Authority Mix Recommended balance between: Niche-relevant sites Editorial/news publications Industry blogs DR/authority targeting thresholds 4. Content & Context Advice on guest post content structure Internal linking reinforcement Topical authority strengthening Additional Issue – Ranking Decline Investigation We also have two historically high-value pages that ranked 1–2 for several years for competitive terms but have recently dropped to page 2–3+. Notably: Other pages on the site have maintained or improved rankings There have been no significant technical changes The drop appears page-specific rather than sitewide We would value an expert review of possible causes (link profile changes, intent shifts, SERP evolution, topical authority dilution, internal linking shifts, etc.) and recommended remediation steps. If this scope aligns with your services, could you please outline: Your proposed approach Deliverables Estimated cost and timeline
a month ago34 proposalsRemoteopportunity
1,000,000 UK business records scraped within 2 weeks 2
Hi there We need a database scraped of UK limited company names, their UK mobile number beginning 07, their email address, their website address, the Facebook business page URL and the link from where the details were obtained. The emails address needs to be generic such as info@businessname or hello@businessname We also need the category of industry from where each record relates to such as accountant, estate agent, clothes shop. We require 1,000,000 records within 2 weeks. If you are unable provide 1,000,000 in 2 weeks then please do not bid for the project. Please also do not bid on the project unless you have read the description and understand it completely. We have been contacted with numerous freelancers who state they can do it and then provide data which is nowhere near what we have asked for, so please, no time wasters. Thanks
22 days ago22 proposalsRemoteShop Setup Turnkey Soultion
I need support to close out all of the below. I have a developer that will complete the website. You MUST live in Jakarta to undertake these works and commute to shop to see the finished items. Business & Branding - Business name and legal details (for invoices, policies, etc.) - Logo files (preferably in vector format: .AI, .SVG, or high-res PNG) - I believe you will share this once the logo is completed. - Brand guidelines (colours, fonts, tone of voice) - I believe you will share this once the logo is completed. Product Information - Product titles and descriptions (SEO-friendly, clear, and detailed) - Product images (high-quality, multiple angles, lifestyle shots if possible) - Product categories and collections (how items should be grouped) - Product tags (keywords for filtering/search) - Pricing details (including discounts, bundles, or tiered pricing) - SKU codes or inventory identifiers - Stock levels and inventory management preferences Store Content - About Us page content - Contact information (email, phone, address if applicable) - Policies (shipping, returns, privacy, terms & conditions) - Blog posts or articles (if they plan to use content marketing) Operational Details - Shipping methods and rates (domestic/international, courier partners) - Tax settings (regions, rates, exemptions) - Payment gateway preferences (PayPal, Stripe, local options) - Currency and language settings
24 days ago8 proposalsRemoteopportunity
Build Privacy-First React PWA (SIGHT Lab V0)
This project is a small offline React PWA with 7 screens total. The session flow includes basic inputs such as two sliders, map graphic (single selection), one dropdown menu, one optional text field, a small set of checkboxes, a breathing timer , and an optional notes field. Data must be stored locally on the device using IndexedDB, with no login or cloud storage. The dashboard must include two simple line charts, a session count, and a recent sessions list. The app must be mobile responsive, and delivered as a static build that runs from a website subfolder. BRIEF PROVIDED. budget ceiling is $300.
25 days ago44 proposalsRemoteopportunity
Formal Educational E-book Copywriting
I’m developing an e-book that will serve as a clear, information-rich resource for readers, and I need a skilled copywriter who can shape the entire manuscript. The copy must educate above all else, presenting facts and guidance in a structured, thoroughly researched manner while maintaining a polished, formal tone throughout. Scope of work • Outline refinement (or creation, if you recommend changes) to ensure a logical flow from introduction to conclusion. • Full draft of the e-book, estimated at 12–15K words, built around the outline. • Two revision rounds focused on accuracy, clarity, and consistency of voice. Key expectations • Evidence-based content: cite reputable sources where claims or data are included. • Formal yet engaging language—think industry white paper rather than casual blog. • Smooth transitions and clear explanations so a professional audience can absorb information quickly. • Delivery in an editable format (Google Docs or Word) with headings styled for seamless conversion to EPUB or PDF. If your portfolio features long-form, instructional copy written in a formal register, I’d love to see it. Let me know your proposed timeline for outlining, drafting, and revisions, and highlight any subject-matter expertise that would strengthen the material.
10 days ago8 proposalsRemoteSenior AI/ML Engineer
I’m upgrading our risk-and-compliance platform and need an EU-based engineer who can blend robust software craftsmanship with hands-on machine-learning expertise. The mandate is to automate decision-making across key customer-facing features by fusing classical ML techniques with Large Language Models. You’ll design the end-to-end pipeline in Python, harnessing PyTorch, TensorFlow or scikit-learn to train, evaluate and continuously improve models, then ship them as production-ready services that scale and stay maintainable. Solid experience integrating models into distributed systems, setting up meaningful evaluation metrics and communicating findings to non-technical stakeholders will be crucial, as you’ll work side-by-side with product, legal and data teams. Deliverables I’ll review: • Clean, well-documented Python codebase that builds, tests and deploys the chosen models • Containerised service or microservice exposing the decision-automation endpoint • Evaluation report covering model performance, drift-monitoring strategy and rollback plan If you have 4+ years of professional software engineering in production ML settings and can articulate your design choices clearly in English, I’d like to hear how you would tackle this challenge.
11 days ago26 proposalsRemoteChrome Browser E-commerce Automation Tool
I am building an AI-driven workflow that takes products from Amazon and publishes them on eBay automatically. The core of the job is a Chrome-based extension tool that behaves like a real seller listing a real item while staying invisible to the marketplaces’ anti-bot systems. Here is what the first milestone needs to achieve: • Seamlessly capture product data on Amazon and generate a ready-to-publish eBay listing, complete with descriptions, high-resolution images, category and tag placement, plus accurate pricing and shipping details. • Provide a clean UI where I can fine-tune the listing before it goes live. • Run inside a real Chrome instance (not a headless fallback) and randomise fingerprints, timing and mouse events so it passes browser-integrity checks. • Code written in a modular way so we can add price synchronisation and inventory management later. This is an ongoing project; once the initial listing creation flow is stable, we'll iterate on scheduling, bulk uploads and deeper AI research features, so clean architecture and test coverage are critical from day one.
11 days ago19 proposalsRemoteComprehensive Research Writing and Analysis Project
This project encompasses comprehensive research writing and analytical services. It involves meticulous topic exploration, in-depth data analysis, structured composition, and adherence to proper citation standards. The objective is to produce clear, precise, and well-organized research content suitable for academic, business, or digital applications, while upholding originality and professionalism. We seek skilled freelancers who can deliver high-quality work, ensuring that the final output meets the highest standards of clarity and accuracy, thus enhancing the credibility of the research presented.
a month ago22 proposalsRemoteExplosive Sports Apparel Graphic
I am developing a country-based football apparel collection and am looking for a designer who can create a high-impact, retail-ready front graphic for a Brazil 2026 concept. This is not a basic text design. I need strong sports energy, dramatic lighting, and abstract national color integration. Creative Direction: • Dynamic soccer action pose (bicycle kick or power strike silhouette) • Explosive green and yellow energy streaks • Subtle blue accents (implied national identity) • No official flag reproduction • No tournament logos • Clean, bold typography: BRAZIL 2026 • Strong contrast, dramatic composition • Must feel premium and retail-ready I will provide reference samples showing the energy level expected. This is a paid test project for one country. If successful, this will expand into a multi-country collection. TECHNICAL REQUIREMENTS (NON-NEGOTIABLE) • Native canvas size: 4500 × 5400 pixels • Resolution: 300 DPI • Color profile: sRGB • Transparent background PNG • Fully layered PSD file with editable text • Clean edge isolation suitable for DTG printing • Designed primarily for black shirt Do not upscale smaller artwork. The file must be built at full size from the start. IDEAL CANDIDATE • Experience in sports apparel graphics • Experience preparing DTG or Print-on-Demand files • Strong typography control • Ability to create dramatic, explosive compositions • Comfortable working within structured creative direction Please include: Examples of explosive sports or athletic apparel designs Confirmation that you can deliver 4500×5400 layered PSD files Confirmation that you understand DTG transparency requirements Budget for test: $40–$80 depending on experience.
17 days ago15 proposalsRemoteopportunity
Flutterflow Auth & Dashboard Integration
PROJECT DESCRIPTION I have an existing backend system already running and need a developer to complete the frontend integration and secure user data flow. Current Stack (Already Built) n8n (self-hosted) – production workflow running Supabase (Postgres) – schema created and live Email provider integration complete AI processing workflow complete Database tables populated via backend The backend is functional and tested. This project is for frontend integration and secure data binding only. 1️ Supabase Authentication Setup in FlutterFlow Configure Supabase Auth (email/password) Connect authenticated user to database records Ensure proper session handling Implement redirect logic 2 Database Binding Bind authenticated user to: profiles table usage_counters table receipts table Queries must: Filter by authenticated user UID Respect Supabase RLS Return only user-owned data 3 Dashboard Page Build Create a simple dashboard that displays: User-specific email address (from profiles table) Remaining weekly usage (from usage_counters) List of user receipts (sorted by date) Click receipt → open detail page 4 Receipt Detail Page Query receipt by ID Display stored JSON fields No redesign required, simple structured UI is fine 5 Security Requirements Ensure Supabase RLS policies are properly configured No service-role key exposed client-side Production-ready authentication handling 6 Requirements Strong experience with FlutterFlow Strong Supabase knowledge (Auth + RLS) Comfortable with n8n backend systems Must understand filtering queries by auth.uid() Clean, production-ready work (not prototype level) Deliverables Fully working Login → Dashboard → Detail flow All data correctly filtered per user Clean, documented configuration No hardcoded test values Important The backend logic and concept are already complete. This is strictly frontend auth + database integration. Key Question For You : (Please Answer Briefly Please) Have you implemented Supabase Auth with FlutterFlow before? If yes, describe the project briefly. Explain how you would securely filter a Supabase table so users only see their own records Have you worked with Supabase RLS policies? Give a short example of a policy you’ve written. How would you prevent exposing the Supabase service-role key in a FlutterFlow app? Are you comfortable working alongside an existing n8n backend?
a month ago18 proposalsRemoteopportunity
FlutterFlow Auth & Dashboard Integration (Existing Backend)
PROJECT DESCRIPTION I have an existing backend system already running and need a developer to complete the frontend integration and secure user data flow. Current Stack (Already Built) n8n (self-hosted) – production workflow running Supabase (Postgres) – schema created and live Email provider integration complete AI processing workflow complete Database tables populated via backend The backend is functional and tested. This project is for frontend integration and secure data binding only. Scope of Work 1️ Supabase Authentication Setup in FlutterFlow Configure Supabase Auth (email/password) Connect authenticated user to database records Ensure proper session handling Implement redirect logic 2️ Database Binding Bind authenticated user to: profiles table usage_counters table receipts table Queries must: Filter by authenticated user UID Respect Supabase RLS Return only user-owned data 3️ Dashboard Page Build Create a simple dashboard that displays: User-specific email address (from profiles table) Remaining weekly usage (from usage_counters) List of user receipts (sorted by date) Click receipt → open detail page 4️ Receipt Detail Page Query receipt by ID Display stored JSON fields No redesign required, simple structured UI is fine 5️ Security Requirements Ensure Supabase RLS policies are properly configured No service-role key exposed client-side Production-ready authentication handling Requirements: Strong experience with FlutterFlow Strong Supabase knowledge (Auth + RLS) Comfortable with n8n backend systems Must understand filtering queries by auth.uid() Clean, production-ready work (not prototype level) Deliverables Fully working Login → Dashboard → Detail flow All data correctly filtered per user Clean, documented configuration No hardcoded test values Important The backend logic and concept are already complete. This is strictly frontend auth + database integration. Have you implemented Supabase Auth with FlutterFlow before? If yes, describe the project briefly. Explain how you would securely filter a Supabase table so users only see their own records. Have you worked with Supabase RLS policies? Give a short example of a policy you’ve written. How would you prevent exposing the Supabase service-role key in a FlutterFlow app? Are you comfortable working alongside an existing n8n backend?
a month ago38 proposalsRemoteopportunitypre-fundedurgent
Shopify Web Designer / Developer Needed (UI/UX + Features)
We are looking to get a new fully functioning site design, developed from the front and backend UI/UX. The site is for an adult ecommerce store we required the a full dedicated assignment to see the project from start to finish. We have the products data and everything mapped in a data warehouse that connects directly. We need to use the theme and bring the site to life with serious thought put into the design UI/UX is a must as there will be between 30-65K of products and over 150K of images and descriptions. The site we use drop shipping from our sources and the feeds are live so proper design mapping and everything is critical. PS: We are only capable of working with someone that works with a team and or can demonstrate their true works not websites urls. We need to see the real evidence of work done. Key Responsibilities Theme Development & Customization: Coding custom themes, modifying existing ones, and ensuring responsiveness across devices. App & API Integration: Connecting third-party apps (e.g., inventory management, payment gateways) and customizing backend functionality. Fixpoint - Google, Ai Assistant app and more. Performance Optimization: Improving site speed, user experience (UX), and checkout flows to increase conversion rates. Project Management: Working with stakeholders to define requirements, managing timelines, and conducting QA testing. Maintenance & Support: Debugging, Troubleshooting, and updating store functionality. Required Skills & Qualifications Technical Skills: Expert knowledge of Shopify Liquid, HTML5, CSS3, JavaScript (including libraries like jQuery or React), and Git version control. Platforms: Experience with Shopify Plus is highly valued. Soft Skills: Strong analytical thinking, problem-solving, and communication skills. Experience: Proven experience in e-commerce, specifically with platform migration, UI/UX principles, and or backend development. Required Expertise: Shopify Developer: Focuses on coding, theme customization, and functionality. Shopify Project Manager: Manages timelines, client communication, and scope. Shopify Designer: Focuses on UX/UI and visual design.
20 days ago92 proposalsRemoteExpires in 10Marketing Tracking & Attribution Specialist Required
Marketing Tracking & Attribution Specialist (Google Tag Manager / HubSpot / Zapier) Fractional / Ad-Hoc Contractor Overview We are looking for a Marketing Tracking & Attribution Specialist to help improve and maintain the tracking infrastructure across our marketing and CRM systems. Our business generates inbound leads through Google Ads and landing pages, which flow through HubSpot CRM and Zapier automations. We need someone who can ensure that tracking is accurate from click to CRM, allowing ad platforms to optimise for high-quality leads rather than just form submissions. This is not a full-time role. We are looking for a highly competent specialist available on an ad-hoc basis to help diagnose issues, implement improvements, and maintain tracking reliability. ⸻ Core Objective Ensure accurate attribution and conversion tracking from ad click to CRM, enabling ad platforms to optimise for high-value leads and correct business types. ⸻ Key Responsibilities Tracking Implementation • Implement and maintain Google Tag Manager tracking setup • Configure Google Ads conversion tracking and enhanced conversions • Ensure Google Click ID (GCLID) tracking is captured correctly • Validate tracking across multi-page landing pages and forms ⸻ CRM & Automation Integration Ensure marketing data flows correctly between systems: Landing Page ↓ HubSpot CRM ↓ Zapier automations ↓ Google Ads conversion tracking This includes ensuring the correct passing of: • GCLID • UTM parameters • Lead attributes (e.g. business type) • Conversion values ⸻ Conversion Value Optimisation Assist with implementing value-based conversion tracking, where conversions are sent back to Google Ads based on lead quality. Example: • higher value leads assigned higher value • lower value leads assigned reduced value • ad platforms optimise accordingly ⸻ Troubleshooting & Diagnostics Identify and resolve issues such as: • missing click IDs • broken GTM triggers • conversion discrepancies • multi-page tracking failures • HubSpot property mapping errors • Zapier data flow problems ⸻ Example Tasks Typical work might include: • Debugging GCLID capture across landing page forms • Setting up GTM event tracking for form submissions • Ensuring HubSpot stores tracking parameters correctly • Passing lead values through Zapier back to Google Ads • Verifying conversion accuracy between platforms ⸻ Tech Stack Experience with the following tools is important: • Google Tag Manager • Google Ads conversion tracking • HubSpot CRM • Zapier automation • UTM and click-ID tracking Bonus experience: • Enhanced conversions • GA4 event tracking • multi-step form tracking • server-side tracking ⸻ Ideal Candidate We are looking for someone who: • has implemented tracking systems for lead generation businesses • understands how ad platforms optimise based on conversion data • can quickly diagnose and resolve tracking issues • is comfortable working across GTM, CRM and automation tools This role suits someone who already works as a freelance tracking specialist or marketing engineer. ⸻ Engagement • Ad-hoc / project based work • Typical work likely 5–10 hours per month • Occasional setup projects Potential for ongoing collaboration as the business grows. ⸻ How to Apply Please include: • examples of tracking systems you have implemented • experience with HubSpot and Google Ads tracking • any experience implementing value-based conversion tracking
14 days ago13 proposalsRemoteopportunity
Reaction Training & Hand-Eye Coordination Platform
ReactMotion is a proprietary cognitive performance platform developed by ReactForge. It is built to train and measure reaction time and hand-eye coordination using standard webcam technology connected to a PC or laptop, requiring no specialized hardware. The platform uses real-time computer vision to capture, analyze, and score a user's physical response to on-screen stimuli. It is designed to serve a broad population: from youth athletes building foundational reaction speed to senior adults maintaining neuromotor sharpness to training elite athletes to maximize cognitive performance. ReactMotion is not a peripheral device product. It is a software-first platform that turns any device with a webcam into a certified reaction training tool. The goal is to make professional-grade reaction and hand-eye coordination training accessible, measurable, and scalable. We're looking for talented developer who thrives on innovation to bring a product from prototype to production. You will be the technical lead on ReactMotion, working directly with the ReactForge founder to define architecture, build features, and ship a platform that is ready for institutional adoption. As Lead Developer, you will be responsible for: Rebuilding the prototype into production-grade code Integrating with Supabase and the ReactForge data layer Designing the webcam + computer vision pipeline Ensuring performance on consumer grade hardware Build the scoring and analytics engine Establish the technical architecture for scale Design the user-facing training interface Collaborating on product roadmap and feature prioritization Required Skills: React or Next.js (frontend) JavaScript / TypeScript WebRTC or getUserMedia API for webcam access Canvas API or WebGL for rendering Supabase (auth, database, storage) REST API design and implementation Git and collaborative development workflow Additional skills that would be an asset: MediaPipe or TensorFlow.js experience Computer vision background Prior work on real-time data capture applications Sports technology, health tech, or EdTech domain experience Experience with AI-assisted development workflows The Lead Developer will be evaluated against the following milestones: Webcam capture pipeline functional, basic reaction drill running end-to-end Core drill library complete (5 drill types), scoring engine live Athlete dashboard, session history, and export to PDF operational Coach dashboard, drill builder, and Supabase integration complete ReactView integration live, API layer documented and tested Platform commercially deployable for first institutional pilot ReactMotion already works with a working prototype. This role is not about building from zero. It is about taking a functioning prototype and turning it into a live platform. To be considered, a concise reply must be received for all 3 interview questions.
10 days ago16 proposalsRemoteStatistical Review for Academic Paper Spss
I am looking for a freelancer experienced in statistical analysis for academic research to review and verify the analyses of an already completed study based on reviewer comments from a peer-reviewed journal. The dataset (Excel) and manuscript are already prepared. The task mainly involves checking the previous analyses and addressing specific reviewer comments. Table descriptions are already written, so no interpretation or writing of results is required. Tasks may include: • Verifying statistical results • Reporting full statistics if required (t/F, df, p, CI) • Applying multiple-comparison correction if needed • Checking age-related analyses • Ensuring consistency across tables, results, and regression outputs Note:The raw dataset is almost identical to the previously analyzed file. There are only three additional participants, possibly removed during earlier data cleaning, and these cases are already identified in the file. Files provided:• Reviewer comments • Manuscript and tables • Excel dataset and coding sheet Please include:• Your experience with academic statistical analysis • Software used (SPSS, R, Stata, etc.) • Estimated timeline • Your quotation All the best
17 days ago21 proposalsRemoteIntegration Specialist for Self Storage SaaS with HubSpot
Summary We are seeking an experienced integration specialist to connect our self storage specific SaaS system with HubSpot. The ideal candidate will have a strong background in API integrations and a deep understanding of CRM systems. We will handle the data imports from head office. We require the most support with connecting the 2 systems in order to achieve contact synchronization, unit availability synchronization, order creation in the SaaS from HubSpot deals . If you have a proven track record in SaaS integrations and are familiar with self storage or CRM systems, we want to hear from you! Objective Integrate HubSpot with the operational storage management platform to support sales and storage operations. We are adopting a dedicated operational platform for managing storage units and tenancies across its sites. The business already uses HubSpot for sales, marketing and customer relationship management. An integration is required so that: Sales enquiries, quoting and deal management remain in HubSpot Unit management and tenancy operations are handled in the operational platform Both systems maintain consistent visibility of customers and unit status Brief 1. Objectives a. Maintain HubSpot as the sales platform Sales teams continue to manage enquiries, quotes, deals and the pipeline within HubSpot. b. Use the operational platform for storage management The operational platform will handle unit inventory, allocation of units, tenancy lifecycle and occupancy status. c. Synchronise core data between systems Both platforms should stay aligned on customer records, unit inventory, unit availability and occupancy status. d. Automate order creation When a deal reaches a defined stage in HubSpot: i. a customer record should exist in the operational platform ii. an order should be created in the operational platform iii. the order ID should be stored in HubSpot e. Provide operational visibility in HubSpot Sales and customer service staff should be able to see which units a customer occupies, unit availability and operational status directly within HubSpot. 2. Functional Requirements a. Contact Synchronization i. Create customers in the operational platform from HubSpot contacts ii. Update customer information iii. Store the customer ID in HubSpot Email will likely act as the primary matching key. b. Unit Types HubSpot should contain a representation of unit types including size, location, pricing and metadata to support quoting and deal creation. c. Storage Unit Visibility HubSpot should display unit identifiers, availability, occupancy status and associated unit type. Units remain controlled in the operational platform and read-only in HubSpot. d. Deal to Order Process When a deal reaches a defined pipeline stage in HubSpot: i. Confirm or create the customer in the operational platform ii. Create an order in the operational platform using the selected unit type iii. Store the order ID on the HubSpot deal e. Operational Updates Changes in the operational platform should update HubSpot including order creation, tenancy creation, move-in confirmation and occupancy changes. 3. Technical Context The initial concept uses HubSpot workflows, webhooks and API connections between HubSpot and the operational platform. However, we are open to recommendations on the most appropriate integration architecture. 4. Project Timeline Expected delivery timeframe: approximately 2–3 months including testing and validation. 5. What We Are Requesting We are seeking proposals covering: Recommended integration approach Estimated implementation timeline Project cost estimate Ongoing maintenance requirements (if any)
5 days ago35 proposalsRemote