HubSpot Setup and Skilled Nursing Facility Database

@imraz2016

HI there already i have checked project details job is clear so please contact me then i will show you sample, thank you

@Tanmoy236

Greetings! I’m a CRM and data operations specialist with 9+ years of experience in HubSpot setup, healthcare datasets, and large-scale data cleaning/normalization, and I can build your California SNF database and HubSpot system from the ground up. Here’s how I can help: * Set up HubSpot (Companies, Contacts, custom properties, pipelines) on your free/starter tier * Extract, merge, and clean 1,000+ California SNF records from CMS + CHHS datasets * Deduplicate and normalize facility data using CMS ID, name, address, and licensing fields * Structure and import enriched datasets into HubSpot with proper mapping (beds, star rating, ownership, operator, etc.) * Clean and merge existing Outlook contacts into HubSpot with proper tagging and segmentation * Create and configure 5 HubSpot forms with e-signature integration (DocuSign or equivalent) * Ensure scalable CRM structure with proper field architecture for future growth I focus on building clean, query-ready CRM systems where data integrity, deduplication, and future automation are fully preserved—not just basic imports. Before starting, do you already have a preferred HubSpot property schema, or should I design an optimized healthcare CRM structure based on SNF best practices first?

@KrishSfdcDev

Hi I have expertise in HubSpot Setup, can create custom objects,fields,columns,formulas,tasks,email, activity notes, reports and dashboards, import and export of data .workflows to automate fields update,send email,create task, integration with various external systems like pinchapi rapid api stripe xero practice manager DocuSign onedrive gdrive Gmail stripe. I have set-up HubSpot from scratch for clients. Kindly review my profile and ping me on chat to discuss further. Regards Ritu

@usmanbashir12100

Hi, I can help fully set up your HubSpot CRM and build a clean, structured California SNF database ready for outreach and operations. I’ll merge and clean the CMS and California facility datasets, deduplicate records, map custom HubSpot properties, import companies/contacts correctly, clean your Outlook contacts, and set up the required forms with DocuSign/e-sign integration. I have experience with HubSpot CRM setup, large structured data imports, healthcare-related datasets, contact deduplication, and workflow organization with strong attention to data accuracy and field mapping. Available to start today and move quickly. Usman Bashir

@solutionsplayers

Hi, I can help set up your HubSpot CRM, clean and merge the California SNF datasets, import the records properly, and organise custom company/contact fields for smooth CRM management. I can also handle Outlook contact deduplication, HubSpot form setup, and DocuSign/e-sign integrations. Ready to start today. Let’s discuss in chat.

@ahmedsadek111124

Hi, This looks like the type of work I usually handle. I’ve worked with Virtual Assistant, Web Search, Data Entry, Data Analysis, Electronic Forms, CRM, Database Administration, Excel and Database Management and similar projects before. Let me know if you'd like to discuss your project.

@dwashil3000

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.

@chintu83

Hello there, I have done similar work earlier for my many client's with 100% satisfaction, INBOX ME FOR DETAILS, I can start your project right now with 100% accuracy and within time deadlines. I am happy to provide you a sample work. Please let me know. Thank you.

@SomeeLee25

Hello, I can set up your HubSpot CRM and prepare the California Skilled Nursing Facility database with accuracy and clarity. Using Python and Excel, I will merge and clean 1,000+ facility records from CMS and California datasets, ensuring deduplication and consistent key fields. Deliverables will include: - HubSpot setup with Companies and Contacts, including custom fields - Import of cleaned facility records - Deduplication and merge of Outlook contacts - Creation of 5 intake/contact/agreement forms with DocuSign integration - Clear documentation for future updates Delivery: 10 days My background in full-stack development (Spring Boot, MySQL), Python data processing, and Tableau ensures reliable data handling and CRM integration. With professional writing experience, I will also provide structured documentation for your team. Best regards, Somee

@Sumyasuma

Hi, I can help with both the HubSpot CRM setup and the California SNF database build, and I am available to start right now. thanks

@jayantkumar314

I’m a strong fit for this. I have experience with CRM setup, data cleaning/migration, spreadsheet/database normalization, contact deduplication, form workflows, and business process automation. I can structure your HubSpot Companies/Contacts properly with custom properties, clean and merge the California SNF datasets into a usable CRM-ready database, deduplicate Outlook contacts, and configure intake/client workflow forms with e-signature integration. I work carefully with high-accuracy data operations and can start immediately on the CRM foundation and import workflow.

@Shabeersk1

Most CRM setups fail not at import but at field mapping and deduplication, where messy merges create duplicate records that haunt you for months. I'll pull the CMS and CHHS datasets, merge on facility name + address + CMS certification number, clean and deduplicate, then import 1,000+ clean SNF records into HubSpot with all key fields mapped correctly. Your Outlook contacts get cleaned and merged in the same pass. Deliverables: 1-1,000+ California SNF records cleaned, merged, imported into HubSpot 2-Custom Company + Contact fields configured 3-Existing Outlook contacts deduplicated and merged 4-5 intake/contact/agreement forms with e-signature integration Timeline: 4–5 days | Price: $180 fixed | 1 revision included After setup and implementation, your HubSpot CRM will be fully configured, cleaned, and ready to use with accurate data and smooth workflows, with no need for further technical setup for regular operations. Do you already have a preferred e-signature tool (DocuSign, HelloSign), or should I recommend one that works cleanly with HubSpot's free tier? I look forward to your response. Best Regards, Shab

@jvy7802

Hi, This is Jorge from IT GLOBAL SOLUTION LLC, based in the U.S. I can help set up your HubSpot CRM from scratch and build/import the California Skilled Nursing Facility database using the public CMS and California healthcare facility datasets you listed. I understand the work includes both CRM setup and careful data preparation. I can pull the CMS Nursing Home Care Compare data, CMS Ownership dataset, and California Licensed Healthcare Facility listing, then merge, clean, deduplicate, and structure the records by facility name, address, phone, CMS Certification Number, and license number where available. For HubSpot, I can set up Companies, Contacts, custom fields, import mapping, deduplication rules, and clean segmentation so the SNF records are usable immediately. Key fields can include facility name, full address, city, phone, CMS certification number, California license number, certified beds, star rating, ownership type, owner name, ownership group/operator, and source notes. I can also help clean and deduplicate your existing Outlook contacts before merging them into HubSpot, then set up the five required forms for intake, contact, and client agreements, including DocuSign or e-signature workflow integration where supported by your HubSpot tier. My focus will be accurate data handling, clean HubSpot structure, organized imports, and a CRM setup your team can maintain going forward. Best, Jorge

@carlosd178

Hello, After reviewing your project requirements, I fully understand the scope and workflow. I have experience building HubSpot CRM systems from scratch, cleaning and merging large healthcare datasets, and structuring Companies, Contacts, forms, and custom fields for scalable operations. I bring deep expertise in HubSpot CRM, Data Entry, Excel, Database Administration, Database Management, Data Analysis, Virtual Assistance, and Electronic Forms. One key challenge is accurately merging CMS and California healthcare datasets while avoiding duplicate facility records and preserving consistent identifiers like CMS Certification Numbers and license IDs. For this project, I would clean and normalize the datasets, map custom HubSpot properties, import structured company/contact records, deduplicate Outlook contacts, and configure intake/client forms with DocuSign or e-signature integration. A couple of quick questions: • Do you already have the HubSpot property structure planned, or should I recommend the schema? • For DocuSign integration, do you already have an active account connected to HubSpot? I’m ready to start immediately and can deliver a clean, organized CRM setup with properly structured California SNF records and forms. Best regards, Carlos

@aqsaishrat

Hi, I’d be happy to help you build and organize your HubSpot CRM from the ground up while also handling the California SNF database preparation, cleanup, and import process. For the database portion, I can work directly with the CMS and California healthcare datasets you provided to consolidate, clean, standardize, and merge facility records using identifiers such as CMS certification number, facility name, address, and phone number. I understand the importance of maintaining clean relational data in HubSpot from the beginning, especially when scaling outreach and operations later. On the HubSpot side, I can structure Companies and Contacts properly, create the required custom properties, import and deduplicate your existing Outlook contacts, and organize the CRM so it remains easy to manage as your startup grows. I can also assist with setting up intake and agreement forms along with DocuSign or equivalent e-signature integrations to streamline workflows. My focus would be on accuracy, consistency, and building a scalable CRM structure rather than simply importing raw data. I’m available to start immediately and can move quickly while keeping the database organized and reliable. I’d be happy to discuss timelines and the best workflow for rollout. Best regards, Moiz

@RubinTh

I have strong data wrangling experience in Python and Excel — merging, cleaning, and deduplicating multi-source datasets is core to my work. I can pull and merge the CMS and California CHHS datasets by facility name, address, and CMS certification number, clean and deduplicate the records, and import them into HubSpot with custom fields mapped correctly. I can also set up the Companies and Contacts structure, merge your existing Outlook contacts, and configure the intake forms. Clean, structured data import with no duplicate records is what I deliver. Ready to start today.

@eliza019

Hello, I’ve carefully reviewed your HubSpot CRM setup and California SNF database project and understand that you need both a clean CRM implementation and a structured, merged healthcare facility dataset imported into HubSpot. I have experience working with CRM setup (HubSpot), data cleaning, spreadsheet normalization, and large public healthcare datasets, including CMS-based sources and structured facility records. I can help you with: • HubSpot setup (Companies, Contacts, custom properties, and pipelines) • Importing and structuring 1,000+ California SNF records • Merging CMS Care Compare, ownership, and California facility datasets • Cleaning and deduplicating data using consistent matching logic (name, address, CMS ID) • Organizing key fields (ratings, beds, ownership, licensing, contacts where available) • Cleaning Outlook contacts and integrating them into HubSpot • Setting up 5 HubSpot forms with proper field mapping and optional e-signature integration (DocuSign or similar) My focus is on data accuracy, clean CRM architecture, and ensuring the system is scalable and easy to maintain after setup. I can start immediately and work step-by-step to ensure both the database and HubSpot environment are fully functional and well-structured. Best regards.

@seefattechnologi

Hello, ----------I have experience with HubSpot CRM setup, data cleansing, large-scale imports, and healthcare-related datasets. I can merge and normalize the California SNF records from CMS and California state sources, configure custom HubSpot properties, import and deduplicate contacts, and set up forms with DocuSign integration.

@webperfection123

Hi, I can help set up your HubSpot CRM and import the California SNF database effectively. With over 8+ years of experience in CRM management and data integration, I’m confident in setting up the necessary companies, contacts, and forms. I’ve worked extensively with HubSpot and can ensure that all records are properly merged and cleaned before importing. I’ll also integrate the e-signature as requested. My approach will focus on accuracy and organization to help streamline your startup’s operations. I’m ready to dive in today and ensure a smooth setup. Let me know if you’d like to discuss this further! Best Regards, Priyanka