About

## 💼 Project Overview We are an international consulting and digital services company seeking an experienced **HubSpot and automation specialist** to set up, configure, and optimize our CRM environment. The main objective is to integrate our **WhatsApp Business Account** with **HubSpot**, automate lead capture from our website, and streamline client communication across all channels (WhatsApp, email, and web forms). --- ## 🔧 Scope of Work ### 1. HubSpot CRM Setup & Configuration * Review and optimize our existing HubSpot CRM. * Configure **pipelines, contact properties, and deal stages** for both sales and service workflows. * Set up **automated lead routing** to assign new leads to the right team member. * Integrate website contact and booking forms into HubSpot. ### 2. WhatsApp Business Integration * Connect our **WhatsApp Business Account (WABA)** via **Meta Business Manager** to HubSpot’s Conversations Inbox. * Verify the business number and test API connection. * Create and test **automated WhatsApp message templates** (welcome, follow-up, and reminder messages). * Set up **workflows** to automatically send WhatsApp messages after form submission or when deals reach certain stages. * Provide a short tutorial or documentation for our internal team. ### 3. Website & Lead Flow Integration * Link all lead capture forms on our website to HubSpot. * Implement **click-to-chat WhatsApp buttons** across the website. * Build **thank-you page triggers** for follow-up messages and emails. * Ensure accurate **lead source tracking** in HubSpot (form, WhatsApp, ad campaign, etc.). ### 4. Reporting & Dashboard * Build a **custom HubSpot dashboard** showing WhatsApp conversations, new leads, response times, and conversion rates. * Optimize reports for management visibility and weekly summaries. ### 5. (Optional) Advanced Add-ons * Integrate HubSpot with Google Ads or LinkedIn for lead attribution. * Create Zapier automations if needed for other tools. * Add lead scoring or nurturing email workflows. --- ## 🎯 Deliverables * Fully functional WhatsApp + HubSpot integration. * Automated workflows for lead communication and sales follow-up. * Dashboard for WhatsApp and CRM performance tracking. * Documentation or short training for internal users. --- ## 💡 Ideal Candidate * Proven expertise in **HubSpot CRM setup and automation**. * Experience with **WhatsApp Business API / Meta Business Manager**. * Strong understanding of lead flow optimization and digital service sales. * Excellent communication skills and reliability. --- ## ⏱️ Project Duration Estimated 1–2 weeks for full setup and testing. (Ongoing maintenance and optimization may follow.) --- ## 💰 Budget **Fixed-price: $300 – $600 USD** *Higher rate possible for advanced automation and reporting expertise.* --- ## 📩 How to Apply Please include the following in your proposal: 1. Examples of **HubSpot integrations** you have completed (especially involving WhatsApp or automation workflows). 2. A short description of how you would connect a website form → WhatsApp message → HubSpot deal. 3. Your estimated timeline and any platform access you’ll require. --- **Category:** CRM Development → HubSpot Specialists **Skills to Tag:** HubSpot CRM, Marketing Automation, WhatsApp Business API, Meta Business Manager, Zapier, Workflow Automation, Sales Funnel Setup