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I will do hubspot workflow automation, lead scoring and routing
HubSpot CRM Specialist! Sales Automation and Data Migration
Hi, I'm Louise Richards, I help B2B businesses simplify their sales processes with HubSpot CRM setup, workflow automation, and data migration. Whether you're moving from spreadsheets or switching from...
About this Gig
Need new leads sent to the right rep, scored by fit, and followed up on time? I set up HubSpot workflow automation for growing sales teams, including lead routing, lead scoring and follow-up sequences.
What you get:
- Lead routing workflows that assign leads by your rules (owner, region, source or deal size)
- A lead scoring setup based on your criteria
- Follow-up tasks, alerts or email sequences triggered by lead activity
- A short written guide so your team knows how it works
How it works:
- You share your rules and give access.
- I build and test the workflows.
- I deliver, then adjust within your revisions.
Some HubSpot features depend on your plan, so we will confirm what is possible before work starts.
Message me before ordering so we can confirm your project details.
Software:
HubSpot
FAQ
What do you need to start?
I need access to your HubSpot account with permission to edit workflows, plus your routing and scoring rules.
Does this work on any HubSpot plan?
Not always. Some features, such as lead scoring and certain workflow actions, depend on your HubSpot plan. Tell me your plan before ordering and I will confirm what is possible.
How long does delivery take, and how do revisions work?
Delivery is 3, 5 or 7 days, depending on the package. Revisions are adjustments to the agreed scope. Requests for new features can be added with a Gig Extra.
Can I review the workflows before they go live?
Yes. I can leave them off until you approve them.
What is not included?
Unless we agree otherwise, the gig does not cover data migration, ad management, long email copywriting, custom code, or third-party integrations.
