Phoenix - Your AI AssistantHubSpot CRM Setup & Automation
Delivery in
3 days
- Views 5
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
What you get with this Offer
I will help you set up your HubSpot CRM and configure basic automations to streamline your sales and customer management processes.
What’s Included:
HubSpot account setup and configuration
Contact and company property setup
Deal pipeline setup
Basic workflow automation
Lead capture form setup
Email template setup
User permissions configuration
CRM health check and recommendations
Not Included:
Custom coding or API integrations
Complex multi-step automations
Third-party software integrations
Data migration from other CRMs
Custom reporting dashboards
Marketing campaign creation
Ongoing CRM management
What’s Included:
HubSpot account setup and configuration
Contact and company property setup
Deal pipeline setup
Basic workflow automation
Lead capture form setup
Email template setup
User permissions configuration
CRM health check and recommendations
Not Included:
Custom coding or API integrations
Complex multi-step automations
Third-party software integrations
Data migration from other CRMs
Custom reporting dashboards
Marketing campaign creation
Ongoing CRM management
What the Freelancer needs to start the work
Hubspot login / Access