Hupa

HubSpot CRM Integration & Business Workflow Automation

Ecommerce • Freelance

May 2026 - May 2026 • 0 mos

What the client requested: The client wanted to connect HubSpot CRM with their existing business tools, including Gmail, Outlook, Slack, Zoom, WordPress, and Shopify, so customer information, communication, website activity, and sales data could work together from one centralized system. Process: I integrated HubSpot with the client's email platforms to synchronize customer communication and track sales conversations. I connected Slack and Zoom to support internal notifications, meeting management, and sales follow-ups. I integrated WordPress to capture website visitors, form submissions, and new leads into HubSpot. I also connected Shopify to synchronize customer and order information with the CRM and support better sales and customer management. I then configured workflows and automation to trigger notifications, assign leads, create follow-up tasks, and keep customer information updated across the connected systems. Result: The client gained a connected business ecosystem centered around HubSpot. Lead and customer information could flow between their website, store, email, communication, and meeting tools, reducing manual data entry and improving visibility across the sales and customer journey.

HubSpot Service Hub Help Desk & Ticketing System

SaaS • Freelance

Feb 2026 - Feb 2026 • 0 mos

What the client requested: The client wanted to centralize customer support in HubSpot and replace their manual support process with a structured help desk. They needed ticket pipelines, automated ticket routing, priority management, and follow-up workflows to help their support team manage customer requests more efficiently. Process: I configured the HubSpot Service Hub by setting up customized ticket pipelines and stages based on the client's support workflow. I created ticket properties for priority, issue type, customer status, and resolution category. I then built automation to assign tickets to the appropriate support representative, update ticket stages, trigger internal notifications, and create follow-up tasks. I also configured ticket views and dashboards so the team could monitor open, pending, and resolved requests. Result: The client gained a centralized support system where customer issues could be tracked from ticket creation to resolution. Automated routing and notifications reduced manual administrative work, improved response consistency, and gave management clearer visibility into support workload, ticket status, and team performance.

HubSpot Sales Pipeline & Deal Management

B2B Appointment Booking Made Easy • Freelance

Nov 2025 - Nov 2025 • 0 mos

I helped a B2B company organize its HubSpot sales process and improve how the sales team managed prospects and opportunities. The Project Execution Process 1. Set up and customized HubSpot deal stages to match the company's sales process. 2. Created custom deal properties to capture important opportunity and customer information. 3. Configured prospecting workflows to help sales representatives manage new opportunities. 4. Set up email tracking to monitor prospect engagement and follow-up activity. 5. Organized lost deal tracking with structured reasons for better sales analysis. 6. Created follow-up tasks and reminders to prevent opportunities from being overlooked. 7. Improved pipeline visibility so the team could easily track deals from prospecting through closing. 8. Organized CRM data and sales processes for more consistent team usage. The company gained a structured HubSpot sales pipeline with better deal visibility, prospect tracking, email engagement monitoring, and clearer insights into why opportunities were being lost.