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I’m rolling out HubSpot CRM for the first time in my Perth-based business, 2 persons and approximatley 20 clients per annum, and want the initial build done properly, right from the start. The core priority is a clean, well-structured HubSpot account with full email marketing integration so every lead and campaign email can be tracked end-to-end. Here’s what I need from you: • Configure a brand-new HubSpot portal: pipelines, deal stages, custom contact / company fields, user roles, basic dashboards • Connect and test HubSpot’s native email marketing integration so templates, lists, and automated emails work seamlessly (we’ll finalise the specific email platform together during kickoff) • Import any starter data I provide and make sure it’s de-duplicated and tagged correctly • Walk me through the setup once it’s live so I can manage day-to-day changes myself If you’ve set up HubSpot from scratch before and can demonstrate a solid grasp of its email marketing tools, I’d love to hear how quickly you can get me up and running here in Western Australia.
Project ID: 40691866
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140 freelancers are bidding on average $31 AUD/hour for this job

With our extensive background in digital services and project management, **360 Elevate** is uniquely positioned to handle your HubSpot CRM setup. Having worked in the field since 2010, we've seen firsthand how a reliable and structured CRM can transform a business's operations. Our comprehensive understanding of HubSpot's email marketing tools means we're well-equipped to implement seamless templates, lists, and automated emails for your Perth-based enterprise. Furthermore, we have specialized knowledge of several customer relationship management systems including HubSpot. We've not only built but also enhanced and maintained existing CRM systems for businesses of various sizes- aligning with our philosophy of providing flexible solutions that meet different client goals. Such experience has equipped us with the ability to import and tag data correctly- crucial for seeding the CRM system with your past information. Lastly, as a full-service digital agency, we're able to go beyond just setting up the CRM system. We can assist you in creating a holistic online presence by integrating your CRM data into other aspects such as SEO and paid marketing. Regarded trustworthy partners by our clients, we bring an unwavering commitment to quality and tangible results to every project we undertake.
$25 AUD in 40 days
9.4
9.4

Hi there, I can see the hidden risk here: a CRM rollout that looks simple on paper, but becomes messy later if fields, pipelines, email tracking, and data hygiene aren’t set up together from day one. I’ve set up CRM and automation systems for small businesses, and I can help you build a clean HubSpot structure that is easy to manage and scalable as your leads grow. I’ll configure the portal, deal stages, custom properties, user roles, dashboards, and the native email marketing connection so tracking stays consistent end-to-end. I’ll also import and de-duplicate your starter data carefully, then walk you through the setup so you feel confident managing it yourself. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. What outcome matters most to you in the first 30 days: cleaner tracking, automated follow-up, or a simple handoff for daily use? A couple of things I’d want to clarify: which email platform are you leaning toward for the native integration, and do you already have a preferred pipeline structure? Also, will the starter data need any field mapping before import? Looking forward to your reply so we can finalize the exact plan. Best regards, Asad
$25 AUD in 28 days
8.2
8.2

★★★ HubSpot CRM SPECIALIST ★★★ Hi, For the HubSpot CRM setup, I will configure a brand-new HubSpot portal with custom pipelines and deal stages tailored to your business needs. I will ensure that all contact and company fields are structured for optimal data management. Additionally, I will connect and test HubSpot’s email marketing integration to guarantee that templates and automated emails function correctly. This will involve a thorough testing phase to confirm that all elements are working as intended. Could you specify which email platform you are considering for integration? This will help me finalize the setup efficiently. I'll deliver a fully functional HubSpot account, complete with a walkthrough to empower you to manage it independently. To get started, I will need any starter data you have for import and your preferences for user roles and dashboards. Thanks!
$40 AUD in 40 days
8.1
8.1

Hi there, I can help you set up HubSpot from a clean baseline so the account is easy to use from day one and doesn’t need rework later. My focus would be a simple, well-structured build: pipelines and deal stages that match your sales process, the right contact/company properties, sensible user roles, and dashboards that show what matters without clutter. I’d also connect and test HubSpot’s native email tools, confirm tracking works end to end, and import your starter data with deduplication and consistent tagging. Once everything is live, I’ll walk you through the setup so you can manage day-to-day changes confidently. I’m comfortable with CRM setup, data cleanup, and workflow configuration, and I’d be glad to help you get this running properly in Western Australia.
$25 AUD in 30 days
7.9
7.9

As a highly experienced website developer and digital marketer with a strong focus on automation, I am confident that I can get your HubSpot CRM up and running smoothly in no time. Over the last 12+ years, I have set up numerous CRMs from scratch and customized them to fit businesses' unique needs just like yours. Moreover, my skills in email marketing would ensure your campaigns are not only seamless but also fully tracked end-to-end. I understand the importance of having a clean, well-structured CRM account and will configure your new HubSpot portal meticulously to align with your pipelines, deal stages, custom fields, user roles, and basic dashboards. Importing starter data without duplications and ensuring it's tagged correctly is also something I take seriously as it forms the very foundation of a functional CRM system. Not only will I offer a speedy and solid implementation service for you here in Perth, but I will also provide a comprehensive post-setup walk-through so you can manage day-to-day changes yourself, reducing your reliance on external support. Let's connect and discuss your specific requirements in detail — together we'll ensure a smooth transition to an efficient HubSpot CRM system for your business.
$25 AUD in 40 days
7.7
7.7

Hi With extensive proficiency in CRM and email marketing, especially with platforms like HubSpot, our team is the ideal fit to set up and maximize your new HubSpot CRM. Having developed and integrated scalable web applications, CRM systems, and eCommerce stores globally, we understand the importance of a clean and structured account that fulfills your unique needs. Our experience in designing pipelines, configuring deal stages, creating custom fields, managing user roles, and implementing basic dashboards will surely provide you with a sturdy foundation to build on. On the email marketing front, we are well-versed in comprehensive HubSpot functionality. We can establish seamless connections between HubSpot's native email marketing integration and your desired platform which will enable automated emails, lists, and template management. Moreover, as proficient data handlers, we guarantee efficient importation with proper deduplication and accurate tagging for hassle-free administration. Our commitment does not end with just providing you with an advantageous setup. We understand the crucial role of knowledge transfer. Thus, upon completing the project to your utmost satisfaction, we will walk you through the setup so you can easily manage future changes independently. Thanks....
$25 AUD in 40 days
7.9
7.9

Hey I HAVE SET UP SIMILAR HUBSPOT CRM & EMAIL AUTOMATION SYSTEMS FROM SCRATCH — LET’S BUILD YOUR PORTAL CLEANLY FROM DAY ONE SO EVERY LEAD, CLIENT, AND CAMPAIGN IS EASY TO TRACK. I can configure your new HubSpot portal end-to-end, keeping the setup simple and scalable for your 2-person team and client volume while ensuring your sales and marketing data remains organized. **Core scope includes:** • HubSpot portal configuration and account structure • Contact/company properties and custom fields • Deal pipelines, stages, and sales workflows • User roles, permissions, and access controls • Basic dashboards and reporting • Email marketing integration, templates, lists, and campaign tracking • Automated email setup and testing • Starter data import, cleansing, tagging, and de-duplication • Lead-to-client tracking and lifecycle configuration • Testing of CRM and email workflows before launch • Clear documentation and hands-on walkthrough for your team I’ll first understand your existing sales process and email requirements, then configure HubSpot around your actual workflow rather than adding unnecessary complexity. I can get the initial setup organized quickly and work collaboratively with you during kickoff to finalize the email platform and required automation. THANKS CHRISTINA
$25 AUD in 40 days
7.4
7.4

Hi there, I understand that you need a clean first-time HubSpot CRM setup for a 2-person business, with properly structured pipelines, deal stages, custom fields, user roles, dashboards, and full email marketing integration so leads and campaigns can be tracked end-to-end. I’m confident I can build the portal correctly from the start, import and clean your starter data, and leave you comfortable managing it independently. My approach is to first configure HubSpot CRM with contact/company properties, pipelines, deal stages, user permissions, views, and dashboards aligned to your sales process. Next, I’ll connect and test the selected email marketing platform, configuring templates, lists, contact syncing, tracking, and automated emails. Then, I’ll import your starter data using HubSpot import tools, de-duplicate records, map fields, and apply the required tags. Finally, I’ll test the complete lead-to-email tracking workflow, validate dashboards and data integrity, and provide a practical walkthrough for daily management. You will receive the configured HubSpot portal, CRM structure, email integration, cleaned/imported data, dashboards, testing, and handover guidance. Which email platform are you currently considering for the HubSpot integration? I’m ready to start immediately. Warm Regards, Aneesa.
$25 AUD in 40 days
7.4
7.4

Yes, I will set up your HubSpot CRM from scratch and make sure it is structured correctly from the beginning. I can configure the pipelines, deal stages, custom contact/company properties, user roles, dashboards, and import your existing data with proper tagging and de-duplication. I can also set up and test the email marketing integration, including templates, lists, tracking, and basic automation, based on the platform you choose during kickoff. Once everything is live, I will provide a clear walkthrough so you can confidently manage the CRM and make day-to-day updates yourself. Your setup is relatively straightforward with 2 users and around 20 clients per year, so I can move quickly. Happy to discuss the requirements and timeline. Looking forward to hearing from you. Regards.
$38 AUD in 40 days
7.6
7.6

Hello, I have carefully read your project description and understand that you are looking for a skilled professional to configure a new HubSpot CRM from the ground up, with a clean structure, reliable email marketing integration, and an easy workflow for your two-person team. To approach your project I will first map your sales process and configure the HubSpot portal with appropriate pipelines, deal stages, custom contact/company properties, user permissions, and practical dashboards. I will then set up and test the selected email marketing integration, including templates, lists, tracking, and automated email workflows so lead and campaign activity can be followed clearly from start to finish. I will also import your starter data, clean and de-duplicate records, apply the required tags/properties, and verify relationships between contacts, companies, deals, and activities. Before handover, I’ll test the complete workflow and provide a walkthrough covering daily CRM management, email campaigns, reporting, and making future changes. Given the relatively small client volume, I’ll keep the setup clean and practical rather than over-engineering the portal. I’m available to work with your Perth/WEST Australia schedule and can get started quickly. Best Regards, Rabia Shaikh
$25 AUD in 40 days
6.8
6.8

Hi there, I can help you with the setup of your HubSpot CRM by ensuring a clean and well-structured account is created right from the start. It’s important we configure the pipelines, deal stages, and all necessary custom fields accurately to match your business needs. Once the setup is complete, I'll walk you through the system to empower you to manage everyday changes with ease. Your satisfaction is my priority, and I guarantee that I will deliver you a high-quality result. Regards, Ali
$30 AUD in 1 day
6.4
6.4

Hello!! The HubSpot CRM will be configured into a clean sales and service system with structured contacts, companies, deals, pipelines, automation, reporting, and integrations tailored to your Perth-based business workflow. * Do you already have existing contacts and companies to migrate? * How many sales pipelines or teams need to be configured? * Which follow-ups should be automated first? The solution will cover CRM structure, custom properties, pipeline stages, data import and cleanup, lead assignment, workflows, email automation, task reminders, dashboards, reporting, permissions, and required integrations. Existing processes will be reviewed first so the setup matches how your team actually works. Relevant HubSpot, CRM, sales automation, data migration, and workflow projects have been completed before, creating systems that reduce manual work and keep every lead properly tracked. Let us discuss your current HubSpot setup in chat and organize it properly. Best regards Farhin B
$25 AUD in 40 days
6.8
6.8

Hi, I'm Denis, a full-stack developer with solid experience setting up CRM systems from the ground up, including HubSpot implementations for small teams. I understand your situation. You're a lean operation with 20 clients yearly, and you need HubSpot configured properly from day one to support your workflow and avoid data issues. Your priority is end-to-end email tracking, which requires your contacts, campaigns, and automation to flow together seamlessly. I've handled similar CRM setups, particularly data cleanup and email integration. The key is planning your pipeline stages and contact fields before importing data. Here's my approach: We'd map your sales process and define pipeline stages and deal structure. I'd configure custom fields for contacts and companies based on what you track, set up user roles for your team, create dashboards for pipeline visibility, and connect your email platform. Once solid, I'd import your starter data, run deduplication, and tag everything for easy searching. Finally, I'd train you on day-to-day management. Data quality is critical. Duplicates or inconsistent formatting in your starter data will cause tracking issues later. I'll invest time upfront to get the import right rather than patching problems afterward. I'm ready to start immediately. Let's discuss the details. Thanks, Denis.
$25 AUD in 40 days
6.1
6.1

Full Stack Dev., ____ I can help you set up your HubSpot CRM properly from day one, with a clean structure that remains simple for a small 2-person business to manage. I’ll configure pipelines, deal stages, custom contact/company properties, user access, dashboards, and import your starter data with proper de-duplication & tagging. I can also set up and test email marketing workflows, lists, templates, & tracking so you can follow leads & campaigns end-to-end. Once everything is live, I’ll walk you through the system so you’re comfortable managing it yourself. I can get the initial setup completed quickly after kickoff. -- Regards, Ravi S.
$28 AUD in 40 days
6.2
6.2

Hello, I'm Hem Chand, an experienced and versatile web developer with years of proficiency in PHP and WordPress Development. I’ve dedicated over a decade of my career developing intuitive platforms including WordPress, WooCommerce, Shopify, and Dokan. Alongside these, my knowledge extends to crafting bespoke plugins, API integrations, and utilizing AI/RAG technologies. The fact that your Perth-based business is new to HubSpot CRM makes my expertise crucial for your project. I have successfully set up countless HubSpot portals from scratch while ensuring pipelines, deal stages, contact-company fields, customizations, and user roles are accurately configured. Furthermore, my proficiency with HubSpot's native email marketing integration guarantees a seamless experience for template creation, list management and overall automation. I promise a well-structured HubSpot account that will enhance your processes. Importing data in a deduplicated and correctly tagged manner won't be a challenge either. Upon completion of the setup efficiently within your required timeframe, I'll provide you with hands-on training to manage daily changes yourself. With me on board for this project you will have an astute blend of capabilities to make the most of HubSpot's potentials for your business in Western Australia!
$30 AUD in 40 days
5.8
5.8

Your HubSpot setup needs a focus on streamlined email marketing integration. Configuring a new HubSpot portal with pipelines, deal stages, and custom fields should be straightforward. Ensuring clean data import and robust de-duplication will support accurate tracking. For email templates and automation, aligning on the specific platform is key to seamless operations. Which email marketing platform are you considering for integration?
$25 AUD in 40 days
5.9
5.9

Hello There! I’m Md Toriqul Islam, an experienced CRM and full-stack developer specializing in HubSpot setup, CRM automation, email marketing integrations, data migration, and custom business workflows. I have rich experience with HubSpot CRM, pipelines, deal stages, custom properties, user permissions, dashboards, email automation, contact imports, data cleanup, segmentation, and workflow configuration. I have some questions: 1)Which CRM are you currently using, and do you already have the required API/integration credentials? 2)Do you have a preferred WordPress builder such as Elementor, Divi, or Gutenberg? 3)How many landing pages are you planning to build after the pilot page? I am skilled in HubSpot, CRM configuration, email marketing, automation, data migration, API integrations, dashboards, and workflow optimization. I understand you need a clean HubSpot portal built from scratch for a small Perth-based team, including pipelines, custom fields, user roles, dashboards, email marketing integration, deduplicated data import, and practical handover training. I’m ready to start immediately and would be happy to discuss this project. Looking forward to hearing from you. Best regards, Md Toriqul Islam
$25 AUD in 40 days
5.9
5.9

Having successfully set up numerous CRM systems, I believe I am the Zoho expert who can help you get your Hubspot CRM up and running in Perth. With a comprehensive understanding of how businesses function and 5+ years of experience in automation, I can ensure a rapid and effective implementation of your CRM, tailored to your business needs. Working within the Zoho ecosystem has equipped me with exceptional skills that extend beyond solely configuring pipelines and dashboards; I bring deep insights into streamlining business operations holistically. My knowledge in API integrations will not only help set-up your Hubspot account but also link it seamlessly with other tools you use. This will enable end-to-end tracking of your leads and campaigns as well as assist in eliminating duplicate data. Moreover, my proficiency in AI integration makes me well-equipped to automate processes such as lead handing and customer communication; essential components for your email marketing needs. Guiding you through live setup to support day-to-day changes is integral to this process, this way you gain independence while making the most of your new CRM. Choose me to simplify operations, automate workflows and ensure long-term growth for your Perth-based business.
$40 AUD in 40 days
5.9
5.9

I can build your HubSpot CRM from scratch with a clean, well-structured foundation so tracking stays reliable from day one. For your Perth business (2 people; ~20 clients/year), I’ll set up the portal structure end-to-end: pipelines and deal stages, custom contact/company fields that match how you actually work, appropriate user roles, and basic dashboards that surface the right activity and pipeline movement. A core focus will be email marketing integration in HubSpot: configuring and testing the native email marketing connection so templates, lists, and automated emails can be tracked end-to-end with clear attribution. I’ll also handle your starter data import with de-duplication and consistent tagging so contacts, companies, and deals don’t fragment over time. Once the setup is live, I’ll walk you through the workflow so day-to-day changes are straightforward, using HubSpot’s native tools for ongoing management.
$27 AUD in 43 days
5.6
5.6

I've built HubSpot portals from scratch multiple times—portal configuration, custom field architecture, pipeline design, and native email marketing integration are core to my work. Your setup is straightforward: I'll configure pipelines and deal stages aligned to your sales cycle, build custom contact and company fields for your 20-client-per-annum model, set user roles for your 2-person team, and wire HubSpot's native email marketing so templates, lists, and campaign tracking work end-to-end without data leaks. Data import comes next—I'll de-duplicate your starter dataset, validate field mappings, tag records correctly, and run a full sync validation before go-live. Once live, I'll walk you through the dashboard, automation rules, and day-to-day operations so you can manage changes independently. I can start immediately and have you operational within the first week. Thanks, Andrii.
$37.50 AUD in 40 days
5.5
5.5

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