
Create Me An Integrated Hubspot CRM - Workflow
- or -
Post a project like this£104(approx. $140)
- Posted:
- Proposals: 34
- Remote
- #4497416
- Expired
PPH's TOP Notch Website & Mobile App Developer & Designer(11+ yrs) ✔ Wordpress ✔ Shopify ✔ OpenCart ✔ Laravel ✔ PHP ✔ React Native ✔ Android ✔ iOS ✔HTML/CSS✔Javascript/jQuery✔Responsive Design✔ASP.net



...
Full Stack Web Developer | Website Designer | WordPress | Shopify | UI/UX | SEO| Square space|

Expert Web Developer - N8N, Wordpress, Shopify, Opencart, Laravel, Vue, React, PHP

♛ PPH No. #1 ✔ AI Solutions Architect ♛ Enterprise Software Engineer ✔ Magento ✔ Shopify ✔ WordPress ✔ API Integration ✔ React Native ✔ AngularJS / Node.js


Website developer & designer| WordPress | Shopify | WooCommerce | landing page| Figma

♛ Most Trusted #1 Team |19+ years of expertise in Website, Mobile Apps, Desktop & Console Games. Wordpress, ReactJS, Shopify, Laravel, Python, React Native, Flutter, Unity, Unreal Engine and AR/VR




11818456131091162824956559836134275441088369385795171700921117000518753813414902128342
Description
Experience Level: Expert
I run a property sourcing company and our current CRM / Deal match software isn't achieving what I need, I feel Hubspot with automations can be a good fit, however I do not have the time and knowledge to set it up to ensure it saves us time and does everything it can.
I need it to store all of our investor clients, developer client, partners, property sellers and list properties for sale and when we add new properties to the CRM I need it to match with relevant investors etc sharing a summary info document.
I need it to automatically set up a follow up email if we have not had a reply and be linked to the email addresses for the three members of my team, so we can see everything and keep track.
If an investor is interested in a site, I need a workflow to manage the process from interested to completion/exit.
I would also like it to automatically create a template for an investors pack and have an option to send out bulk emails to segmented groups of investors, partners and property sellers.
The more that can be completed automatically the better. We have a current database, which will need to be transferred to this new one also.
I need it to store all of our investor clients, developer client, partners, property sellers and list properties for sale and when we add new properties to the CRM I need it to match with relevant investors etc sharing a summary info document.
I need it to automatically set up a follow up email if we have not had a reply and be linked to the email addresses for the three members of my team, so we can see everything and keep track.
If an investor is interested in a site, I need a workflow to manage the process from interested to completion/exit.
I would also like it to automatically create a template for an investors pack and have an option to send out bulk emails to segmented groups of investors, partners and property sellers.
The more that can be completed automatically the better. We have a current database, which will need to be transferred to this new one also.
Jemma H.
0% (0)Projects Completed
-
Freelancers worked with
-
Projects awarded
0%
Last project
7 Aug 2026
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-

When it comes to segmented bulk emails, what are the most common segmentation criteria you use?
-

Hi Jemma,
A few important questions before planning the setup:
1. What platform/database are you currently using?
2. Approximately how many contacts/properties need to be migrated?
3. Are your investor criteria already structured in a spreadsheet/database?
4. Do you already have investor pack templates/content, or should those be created within HubSpot?
5. Which HubSpot plan are you currently using (or planning to use)?
Looking forward.
11553191155251
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies