HubSpot Setup Specialist - Lead Capture Forms & Simple Automation

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TYPE OF WORK

Part Time

WAGE / SALARY

$300-$400 USD

HOURS PER WEEK

15

DATE UPDATED

Oct 3, 2025

JOB OVERVIEW

I'm launching a B2B consulting business and need an experienced HubSpot specialist to set up my lead capture and basic automation system.
This is a SIMPLE, straightforward setup - not complex workflows. Just forms, basic email automation, and CRM configuration so I can launch quickly.
Required Skills:

2+ years hands-on HubSpot experience (Marketing Hub Free/Starter + CRM)
Form building and website embedding
Simple workflow automation (form submit ? send email with attachment)

Email
domain authentication setup (SPF, DKIM)
Contact properties and CRM configuration
Calendly or similar scheduling tool integration

Project Scope:
1. HubSpot Account Setup

Configure HubSpot Free account
Connect custom domain for branded emails
Set up email authentication (SPF, DKIM records)
Basic settings configuration

2. Lead Capture Forms (3-5 forms)

Create 3-5 simple forms with fields: First Name, Last Name, Email, Company (optional)
Set up thank you pages/redirects
Provide embed codes for website (built on Wix Studio)
Test all forms on desktop, tablet, mobile

3. Lead Magnet Delivery (3-5 simple workflows)

Form submitted ? Automatically send email with PDF download link
3-5 workflows (one per lead magnet)
I provide email copy, you build and format in HubSpot
Test delivery

4. CRM Configuration

Set up contact properties (Lead Source, Lead Magnet Downloaded, Status, etc.)
Create basic contact views/lists

Email
notification when new lead comes in
Basic deal pipeline (optional, if time permits)

5. Calendly Integration

Connect Calendly to HubSpot
Sync booked discovery calls to HubSpot contacts
Set up notifications

6. Training & Documentation

30-minute video walkthrough showing me how to use HubSpot
Written guide: how to view leads, send emails, update contacts
Simple dashboard showing lead metrics

What I Will Provide:

HubSpot account login
Domain/DNS access for email authentication
Wix website access for form embedding
3-5 lead magnet PDFs

Email
copy for delivery messages
Brand assets (logo, colors)

Timeline:

Start: This week (as soon as hired)
Complete: By December 1, 2025
Must be available for quick turnaround


To Apply, Please Include:

Confirm you can start immediately and complete by December 1
Share 1-2 examples of HubSpot setups you've done (screenshots are fine)
Your total rate for this project ($ ---------- budget)
Your availability for questions/support during the project
Brief description of your HubSpot experience

Questions I'll Ask Top Candidates:

Walk me through how you'd set up a lead magnet form in HubSpot
How do you ensure emails don't go to spam?
If a form stops working, how do you troubleshoot?

Note: This is a straightforward project for someone with solid HubSpot experience. If you've done this type of setup before, it should take 8-12 hours total. No complex sequences or advanced automation needed - just clean, simple, working forms and basic workflows.
Looking forward to working with someone who can deliver quality work quickly!

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