Vivek — Scripts & Automation freelancer in Bilaspur

# Project Overview Designed and implemented a complete HubSpot CRM and automation system to streamline lead management, improve customer onboarding, and automate sales and marketing workflows. # Key Features - HubSpot CRM setup & customization - Lead capture and contact management - Automated email workflows - Sales pipeline configuration - Lead scoring & segmentation - Workflow automation using if\u002Fthen logic - Marketing dashboard & reporting - Meeting scheduling automation - Form and landing page integration - Task automation for sales teams # Workflow Architecture Built an automated lead nurturing workflow that dynamically processed incoming leads based on user behavior, form submissions, engagement activity, and qualification score. The system automatically: - captured leads from forms - assigned lead stages - triggered email sequences - created internal tasks - updated deal pipelines - notified sales teams - tracked user engagement # CRM & Automation Setup Configured HubSpot to support: - automated onboarding - lead nurturing - contact segmentation - deal tracking - sales automation - marketing analytics # Integrations - HubSpot CRM - Typeform - Zapier - Calendly - Google Sheets # My Contribution - CRM architecture planning - Workflow automation setup - Sales pipeline configuration - Lead scoring implementation - Email automation strategy - Dashboard customization - Integration setup - Funnel optimization # Business Goal The objective was to centralize lead management, reduce manual processes, improve sales efficiency, and create a scalable customer acquisition workflow. # Outcome - Streamlined lead management process - Reduced manual follow-up tasks - Improved sales workflow efficiency - Enhanced customer onboarding experience - Better visibility into sales and marketing performance # Skills & Deliverables - HubSpot CRM - Workflow Automation - Lead Nurturing - Sales Pipeline Setup - Email Automation - CRM Integration - Zapier Automation - Contact Segmentation - Dashboard Reporting - Funnel Optimization