I will set up hubspot crm workflows and automation


About this gig
I set up HubSpot workflows that automate sales follow-ups and keep your CRM clean and consistent. I can build automations for lead follow-ups (tasks, reminders, internal notifications), deal stage actions (assign owner, create next-step tasks, SLA reminders), lead routing (round-robin, by owner, by region), and CRM data hygiene (standardize property values, keep key fields updated, reduce duplicates and messy data). I can also set clear rules for lifecycle stage and properties so contacts dont jump between stages randomly, and I can set up sequence enrollment rules to automatically add the right leads to a sequence while preventing the same contact from being enrolled again and again. Youll get workflows built inside HubSpot, testing with sample records, fixes for edge cases, and short handover notes explaining what was built and how to adjust it. If youre not sure which package fits, message me your goal and current setup and Ill recommend the right option before you order.
Get to know Sviatoslav
Marketing automation
- FromUnited Kingdom
- Member sinceJan 2026
Languages
Ukrainian, English
FAQ
What do you need from me to get started?
Your goal + what should trigger the workflow + the expected result. If needed, I’ll also ask for access to HubSpot and any connected apps (read-only or collaborator access is fine).
Can you fix or optimize an existing HubSpot workflow?
Yes. I can troubleshoot, clean up logic, reduce errors, improve conditions, and make the workflow easier to maintain. I’ll also test and document the changes.
Do you work with HubSpot Free / Starter / Professional?
Yes. I’ll build the best solution based on your plan features. If something requires a higher tier, I’ll tell you upfront and offer alternatives.
Will you provide documentation?
Yes. You’ll get short handover notes: what was built, key rules/conditions, and how to edit it safely.
Do you offer support after delivery?
Yes, I include a limited support window (based on your package) for small fixes related to the delivered workflow. New features or extra workflows are a separate order.

