HubSpot CRM Lead Tracking Setup
Budget / Salary$30–250
TypeFreelance project
LocationRemote
Posted1 hour ago
Project Description
We are seeking a skilled CRM and web integration developer to configure our HubSpot platform, map lead capture forms on our website, and integrate our e-signature contract workflow.
The goal of this project is to create an automated B2B onboarding pipeline. When prospective partners request resources or agreements on our website, their data must automatically flow into HubSpot, trigger asset delivery, and synchronize with our contract management software for seamless document generation and deal tracking.
Key Deliverables & Scope of Work
1. CRM Configuration & Pipeline Design
Configure HubSpot properties and data fields tailored to our lead capture requirements.
Set up a multi-stage B2B onboarding Deal Pipeline (from initial lead request through contract execution and active status).
2. Website Lead Form Mapping & Automated Delivery
Map all website lead capture forms directly to HubSpot contact records and deal stages.
Configure automated instant email responses to deliver digital resource files (such as guidelines and documentation) immediately upon form submission.
3. Document & E-Signature Integration (Proposify)
Connect our e-signature contract software (Proposify) directly to HubSpot contact records.
Map contract fields to auto-populate lead data into agreement templates.
Configure automated deal stage triggers so that sending or signing an agreement updates the pipeline status in real time.
Desired Freelancer Experience
Proven track record of HubSpot CRM customization and form integration.
Experience integrating document automation and e-signature tools (Proposify, PandaDoc, or similar) with CRMs.
Knowledge of web form mapping and API webhooks.
We are seeking a skilled CRM and web integration developer to configure our HubSpot platform, map lead capture forms on our website, and integrate our e-signature contract workflow.
The goal of this project is to create an automated B2B onboarding pipeline. When prospective partners request resources or agreements on our website, their data must automatically flow into HubSpot, trigger asset delivery, and synchronize with our contract management software for seamless document generation and deal tracking.
Key Deliverables & Scope of Work
1. CRM Configuration & Pipeline Design
Configure HubSpot properties and data fields tailored to our lead capture requirements.
Set up a multi-stage B2B onboarding Deal Pipeline (from initial lead request through contract execution and active status).
2. Website Lead Form Mapping & Automated Delivery
Map all website lead capture forms directly to HubSpot contact records and deal stages.
Configure automated instant email responses to deliver digital resource files (such as guidelines and documentation) immediately upon form submission.
3. Document & E-Signature Integration (Proposify)
Connect our e-signature contract software (Proposify) directly to HubSpot contact records.
Map contract fields to auto-populate lead data into agreement templates.
Configure automated deal stage triggers so that sending or signing an agreement updates the pipeline status in real time.
Desired Freelancer Experience
Proven track record of HubSpot CRM customization and form integration.
Experience integrating document automation and e-signature tools (Proposify, PandaDoc, or similar) with CRMs.
Knowledge of web form mapping and API webhooks.
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