Phoenix - Your AI AssistantTroubleshoot and fix your HubSpot CRM or workflow issue
Delivery in
2 days
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What you get with this Offer
I will troubleshoot and fix one specific issue in your HubSpot CRM, workflow or automation.
This can include problems such as:
Workflows not triggering or enrolling contacts correctly
Incorrect workflow conditions, branches or actions
Contact or company properties not updating as expected
Lead assignment or routing issues
Lists and segmentation problems
Forms not updating CRM records correctly
Lifecycle stage or lead status issues
Internal notifications or automated actions not working
Basic HubSpot reporting or CRM data issues
I will first review the problem, identify the likely cause, make the necessary changes where possible, and test the solution to make sure it is working correctly.
This offer covers one clearly defined issue and up to 2 hours of troubleshooting/configuration work.
If I find that the problem requires a larger rebuild, custom development, multiple workflows or a complex third-party integration, I will explain this before carrying out any work outside the agreed scope.
If you are unsure whether your issue is covered, please message me before purchasing the offer.
This can include problems such as:
Workflows not triggering or enrolling contacts correctly
Incorrect workflow conditions, branches or actions
Contact or company properties not updating as expected
Lead assignment or routing issues
Lists and segmentation problems
Forms not updating CRM records correctly
Lifecycle stage or lead status issues
Internal notifications or automated actions not working
Basic HubSpot reporting or CRM data issues
I will first review the problem, identify the likely cause, make the necessary changes where possible, and test the solution to make sure it is working correctly.
This offer covers one clearly defined issue and up to 2 hours of troubleshooting/configuration work.
If I find that the problem requires a larger rebuild, custom development, multiple workflows or a complex third-party integration, I will explain this before carrying out any work outside the agreed scope.
If you are unsure whether your issue is covered, please message me before purchasing the offer.
What the Freelancer needs to start the work
Please send me a brief description of the issue, including what is happening now and what you expect to happen instead.
If possible, please also provide:
Screenshots or error messages
The name of the affected workflow, form, list or property
Any recent changes that may have caused the issue
An example contact/company record if relevant
Temporary HubSpot user access with the permissions required to investigate the issue
Please do not send passwords or login credentials. Access should be provided through HubSpot's user/permission system.
If you are unsure what information is required, just describe the problem and I will guide you.