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Job Title HubSpot CRM & Automation Specialist (NDIS Employment Services Setup) ⸻ Job Description We are seeking an experienced HubSpot CRM and Automation Specialist to fully set up and optimise HubSpot for our growing NDIS employment coaching organisation, Leafe’s. We are building a structured, automation-driven system that includes: • Participant intake workflows • AI-based coach assignment logic • Capacity monitoring • Automated onboarding • Recruitment trigger workflows • CRM pipelines for participants and recruitment • Email automation and task automation • Reporting dashboards This is not a basic CRM setup. We require someone confident in building scalable, intelligent workflows that reduce manual administration and support organisational growth. ⸻ Scope of Work The successful freelancer will: • Set up and customise HubSpot properties • Build participant intake automation • Create AI-driven assignment workflows • Design capacity monitoring logic • Set up recruitment trigger automation • Build participant pipeline stages • Create and structure a recruitment pipeline • Configure automated emails and internal notifications • Create dashboard reporting • Optimise CRM structure for NDIS employment services • Integrate Jotform and Calendly • Advise on best-practice workflow architecture Highly regarded (but not mandatory): • Experience integrating ChatGPT or AI into workflows • Experience with Zapier • Experience integrating Xero ⸻ About Us Leafe’s provides employment coaching and capacity-building support to NDIS participants. Our services focus on: • Resume development • Interview preparation • Workplace readiness • Confidence building • Supported employment pathways We are building a technology-enabled, automation-focused service model designed to scale efficiently while maintaining high-quality participant support. ⸻ Ideal Freelancer • Proven experience building advanced HubSpot workflows • Strong CRM architecture and automation experience • Experience with service-based businesses • Clear communication skills • Ability to structure systems logically and efficiently • Experience with NDIS or employment services is an advantage ⸻ Project Type Fixed price preferred (open to hourly for the right expert). Clear milestones required. Ongoing optimisation work available for the right person.
N° de projet : 40244416
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71 freelances proposent en moyenne $22 AUD/heure pour ce travail

Hello Leafe’s team, I will design and implement a scalable HubSpot setup tailored to your NDIS employment services. My approach focuses on robust CRM architecture and intelligent automation that reduces admin work while supporting growth. I will customize HubSpot properties, build participant intake and recruitment pipelines, create AI-driven assignment logic, implement capacity monitoring, and automate onboarding, emails, and internal tasks. I will also create dashboards for clear reporting, structure the CRM for NDIS needs, and integrate Jotform and Calendly. I’ll ensure clean data flows, governance, and best-practice workflow architecture, with a focus on long-term scalability and ease of use. What are your top 3 success metrics for the HubSpot setup, and how will you measure them? What is your current HubSpot license level and are there any existing custom objects to consider? Do you require data migration from an existing system, and what data quality issues should I anticipate? Which user roles should be created, and how will permissions be structured for compliance? What intake form fields are essential for participant onboarding and what data is sensitive? How should AI assignment logic prioritize coach matching (skills, availability, capacity, location)? What capacity monitoring rules do you want (thresholds, alerts, dashboards)? What are your preferred tools for scheduling (Calendly) and forms (Jotform), and what data should pass between them and HubS
$35 AUD en 29 jours
9,2
9,2

Hello, I understand that you are looking for a HubSpot CRM & Automation Specialist to set up your NDIS Employment Services. My extensive experience in CRM setups and automation will ensure a smooth and efficient implementation tailored to your specific needs. I can help streamline your processes, enhance client interactions, and automate workflows, so your team can focus on delivering exceptional service. I will deliver a customized CRM solution that includes comprehensive automation features, ensuring that your NDIS services are effectively managed and optimized. My approach is collaborative, ensuring that all stakeholders are aligned and that the final product meets your expectations perfectly. I look forward to discussing how I can contribute to the success of your project. Regards, Nurul Hasan
$200 AUD en 7 jours
8,7
8,7

Hi, I understand that Leafe’s needs a HubSpot CRM and Automation Specialist to build a sophisticated system for your NDIS employment coaching service. Your focus on scalable, intelligent workflows that ease administration and support growth perfectly aligns with my expertise. I have proven experience in customizing HubSpot properties and crafting automation for complex participant intake, AI-driven coach assignments, recruitment triggers, and dashboard reporting. I’m confident I can integrate Jotform, Calendly, and deploy AI-enhanced workflows to elevate your service efficiency. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. Looking forward to your reply so we can finalize the exact plan. Can you share any existing workflows or systems you currently use that the new HubSpot setup should integrate or improve upon? Thanks, Asad
$35 AUD en 69 jours
8,3
8,3

As a seasoned tech professional with over 12 years of experience, I have clocked countless hours working on projects just like yours. My breadth and depth of knowledge span across a range of programming languages, frameworks, and technologies including Node.js, Python, Shopify and PHP. What's more, I have ample experience in automation and CRM, making me perfectly suited to your project. I understand that your NDIS employment coaching organization thrives on structured, scalable and automated systems and I am confident in my abilities to build intelligent workflows that will systematically reduce your manual administration workload. I also have practical experience with service-based businesses which will allow me to design efficient workflows for optimized functioning of your entire participant pipeline. Thanks....
$15 AUD en 40 jours
8,2
8,2

HELLO, I HAVE REVIEWED YOUR REQUIREMENTS AND CLEARLY UNDERSTAND THE NEED TO BUILD A STRUCTURED, AUTOMATION-DRIVEN HUBSPOT SYSTEM FOR YOUR NDIS EMPLOYMENT SERVICES MODEL. With 10+ years of experience in CRM architecture and advanced automation workflows, I have designed scalable HubSpot systems for service-based organisations requiring intake logic, intelligent assignment, and operational reporting. This project aligns strongly with my background in building process-driven CRM ecosystems that reduce manual admin while supporting growth. Implementation approach: • Custom property architecture aligned to NDIS participant lifecycle • Structured participant intake workflows (Jotform + HubSpot sync) • AI-driven coach assignment logic based on capacity, skill tags, and availability • Capacity monitoring with automated alerts and recruitment triggers • Dual pipeline setup (Participants + Recruitment) with clear stage logic • Email automation, task automation, and internal notifications • Dashboard reporting for performance, capacity, and service outcomes • Calendly integration and workflow optimisation • Optional AI and Zapier enhancements where valuable I work with clear milestones, documented workflow logic, and scalable architecture best practices to ensure long-term maintainability. I am confident I can deliver a clean, intelligent HubSpot setup aligned with your growth strategy and am available for ongoing optimisation if required. I eagerly await your response.
$12 AUD en 40 jours
7,7
7,7

Hello, To Leafe's, Your project description of needing a proficient and experienced HubSpot Specialist to fully set up and optimize HubSpot for your NDIS employment coaching organization caught my eye. I am Sirbescu, a seasoned Full-Stack Developer skilled in Python and JavaScript, who abides by developing scalable, intelligent systems that minimize manual tasks and nurture an organization's expansion. I resonate strongly with your goal of building a technology-enabled, automation-focused service model, and I believe my skill set aligns perfectly with what you're looking for. Over the years, I have excelled at setting up and customizing HubSpot properties, constructing advanced workflows, and designing AI-driven assignment logic. The fact that I am also an expert in backend development (Python Specialist) ups the ante on my effectiveness in creating automation tools and data-driven systems to assist your NDIS employment services. Additionally, as someone who focuses diligently on clean architecture and performance optimization, I can ensure that your CRM is properly configured for maximum productivity. Another notable inclusion on my wheelhouse is website development and integration which might be important if you intend to integrate Jotform and Calendly into your systems. Additionally, even though not explicitly mentioned in the job requirements but greatly beneficial to your project is my experience with ChatGPT or AI integratio Thanks!
$71 AUD en 30 jours
7,1
7,1

I am an expert in Shopify, WordPress, and Web Development Technologies, and I am willing to start RIGHT AWAY. I am confident in setting up and optimizing HubSpot CRM system for your NDIS employment coaching organization. Let's build scalable, intelligent workflows together. Regards, Pooja
$25 AUD en 1 jour
7,1
7,1

As an experienced developer, I specialize in AI Development, Automation, CRM and Database management, making me a perfect fit for your team. With over 15 years in the industry, my skills extend well beyond creating simple websites to designing complex e-commerce platforms such as you require. In fact, I am currently working with the OpenAI API - perfect skillset for your high-automation project. In your quest to build an effective NDIS Employment Service system with HubSpot CRM, my hands-on experience with automation workflow and CRM architecture would be of great advantage. Precisely, I will successfully set up customised structures on HubSpot, including designing and implementing AI-driven workflows, dashboard reporting and integrating external applications like Jotform and Calendly for optimised operations. My past projects also involved building and maintaining databases through PHP and MySQL - a skill that could be useful should you need data management now or in the future. My deep understanding and execution of agile methodologies assure you consistent and quality deliveries. Hire me today for this job - you'll save time, effort and get results that exceed your expectations! Thanks, Jay
$12 AUD en 40 jours
6,6
6,6

Hello, With over a decade of experience as a Senior Web & Mobile Application Developer, I bring strong and varied skills that align perfectly with your project's requirements. In particular, my expertise in building advanced workflows and CRM systems makes me an ideal fit for this demanding HubSpot implementation role. I have a deep understanding of the NDIS sector and have delivered technological solutions in various service-based contexts. My proficiency in integrating AI/ML solutions such as ChatGPT can drive astonishing results for your participant intake, assignment, and monitoring needs, while augmenting workflow efficiency. I have also worked extensively with Jotform and Calendly, streamlining data collection and appointment scheduling between systems like HubSpot to enhance productivity. Considering your organization's focus on automation-driven growth, it is crucial to have a partner who understands the unique challenges associated with application security, scalability, and performance optimization. My multidisciplinary background in frontend/backend development, cloud technology, and artificial intelligence ensured that our HubSpot implementation not only meets the set milestones but also sets the stage for robust ongoing support. My commitment to clear communication and proactive suggestion-making will complement your team's vision for efficient operation. With Regards!
$12 AUD en 40 jours
6,6
6,6

Hello, I reviewed your requirements for setting up and optimising HubSpot for Leafe’s NDIS employment services. This is clearly an advanced, automation-driven CRM build, and I can structure a scalable system that reduces manual admin while supporting growth. ✔ What I Will Deliver • Custom HubSpot property setup • Participant intake automation • AI-based coach assignment logic • Capacity monitoring workflows • Recruitment trigger automation • Participant & recruitment pipelines • Email and internal task automation • Reporting dashboards • Integration with Jotform and Calendly I focus on clean CRM architecture, modular workflows, and scalable automation aligned with operational KPIs. ✔ Technical Approach • Clean CRM data architecture before automation build • Modular workflow structure (scalable and easy to maintain) • Clear naming conventions and documentation • Automation designed to reduce admin while maintaining compliance • Dashboard reporting aligned with operational KPIs ✔ Why I’m a Strong Fit • Proven experience building advanced HubSpot automation systems • Strong background in CRM architecture and service-based workflow design • Focus on scalable systems that grow with the organisation • Clear communication and structured milestone planning I’d welcome the opportunity to help build a structured, intelligent CRM system that supports Leafe’s mission while enabling efficient scale. Looking forward to your response. Best regards. Sushma
$8 AUD en 40 jours
6,3
6,3

Hello There!!! ★★★★ ( HubSpot NDIS Service Automation ) ★★★★ I understand you need a HubSpot CRM and automation expert to fully set up intelligent, scalable workflows for your NDIS employment coaching organisation, Leafe’s. The focus is on participant intake, AI-based coach assignment, recruitment triggers, automated onboarding, and dashboards to reduce manual admin and support growth. Services mentioned here based on project details ⚜ HubSpot property setup and customization ⚜ Participant intake workflow automation ⚜ AI-driven coach assignment and capacity monitoring ⚜ Recruitment trigger workflows and pipeline creation ⚜ Automated emails, notifications, and task assignments ⚜ Reporting dashboards and CRM optimisation ⚜ Integration with Jotform, Calendly, and optional AI/Zapier/Xero tools I have hands-on experience in designing advanced HubSpot workflows for service-based businesses, including automation logic, reporting dashboards, and AI integration. I will structure a clear, scalable CRM system tailored to NDIS processes, ensuring smooth onboarding and operational efficiency. I can work with milestones and provide ongoing optimisation support. Warm Regards, Farhin B.
$8 AUD en 40 jours
6,5
6,5

Dear Peter L., I am a seasoned HubSpot CRM and Automation Specialist with a strong background in PHP, Website Design, Software Architecture, CRM, MySQL, Automation, and AI Development. Your project requiring the setup and optimization of HubSpot for NDIS employment coaching aligns perfectly with my expertise. I have a proven track record in building scalable workflows that streamline processes and support organizational growth. My approach involves customizing HubSpot properties, creating AI-driven workflows, designing capacity monitoring logic, setting up recruitment triggers, and optimizing CRM structures for enhanced efficiency. I am confident in my ability to meet your project requirements effectively while ensuring clear communication and reliable delivery. I invite you to discuss how my skills and experience can contribute to the success of your project further. Looking forward to the opportunity to collaborate. Warm regards,
$12 AUD en 40 jours
5,9
5,9

Hi Leafe’s team, I’ve built scalable HubSpot automations for service-driven organisations and I’m confident I can design intake, AI-assignment, and dashboards that cut admin and grow your impact. Should we approach a phased rollout or full launch, and do you prefer Zapier-driven automations or native HubSpot workflows?
$71 AUD en 29 jours
5,7
5,7

Hello Dear! I write to introduce myself. I'm Engineer Toriqul Islam. I was born and grew up in Bangladesh. I speak and write in English like native people. I am a B.S.C. Engineer of Computer Science & Engineering. I completed my graduation from Rajshahi University of Engineering & Technology ( RUET). I love to work on Web Design & Development project. Web Design & development: I am a full-stack web developer with more than 10 years of experience. My design Approach is Always Modern and simple, which attracts people towards it. I have built websites for a wide variety of industries. I have worked with a lot of companies and built astonishing websites. All Clients have good reviews about me. Client Satisfaction is my first Priority. Technologies We Use: Custom Websites Development Using ======>Full Stack Development. 1. HTML5 2. CSS3 3. Bootstrap4 4. jQuery 5. JavaScript 6. Angular JS 7. React JS 8. Node JS 9. WordPress 10. PHP 11. Ruby on Rails 12. MYSQL 13. Laravel 14. .Net 15. CodeIgniter 16. React Native 17. SQL / MySQL 18. Mobile app development 19. Python 20. MongoDB What you'll get? • Fully Responsive Website on All Devices • Reusable Components • Quick response • Clean, tested and documented code • Completely met deadlines and requirements • Clear communication You are cordially welcome to discuss your project. Thank You! Best Regards, Toriqul Islam
$8 AUD en 40 jours
5,8
5,8

Hello, Hope you're doing great! I am a PHP Developer who builds secure, fast, and business-focused web applications. I work with both custom PHP and frameworks, and always ensure that every project is optimized, scalable, and easy to maintain. What I Do 1. Custom web applications & business automation tools 2. API development and integration 3. Secure login, admin panels, and dashboard systems 4. High-speed, mobile-friendly websites 5. Migration, bug fixing, and performance upgrades Why Clients Prefer My Work 1. Clean folder structure & scalable architecture 2. Fully optimized and secure coding practices 3. Excellent communication & professional approac 4. Quick turnaround time with regular updates Ready to Start Share your requirements or preferred reference — I’ll analyze it and provide: 1. Best technical plan 2. Exact timeline 3. Budget estimate Looking forward to building something amazing for you!
$8 AUD en 40 jours
5,7
5,7

Hello, I’m excited about the opportunity to contribute to your project. With my expertise in advanced HubSpot CRM architecture and automation-driven service workflows, I can design and implement a scalable system for Leafe’s that includes structured participant intake, intelligent assignment logic, capacity monitoring, recruitment automation, and clear pipeline visibility tailored to NDIS employment services. I’ll tailor the CRM setup to reduce manual administration while maintaining compliance and service quality, integrating Jotform and Calendly seamlessly, configuring automated communications and reporting dashboards, and structuring workflows that are scalable and easy to optimise over time. You can expect clear communication, milestone-based delivery, and a high-quality, future-ready HubSpot system designed to support your growth and ongoing optimisation. Best regards, Juan
$12 AUD en 40 jours
5,6
5,6

With my heavyweight skill set in web and mobile development, I’m confident in my ability to master HubSpot for your NDIS employment coaching organisation. Over the span of 9+ years, I have constructed E-commerce and CMS websites for diverse business needs. I can transfer this adeptness to build robust automation workflows on HubSpot that will streamline your services efficaciously. You’re searching for an individual equipped with buoyant communication skills, logical systems structuring proficiency, and knowledge in NDIS or employment services – well, that's me! My team is dedicated to understanding clients' ideas and turning them into a reality, just as you require; we assimilate our work not just with precision but also with optimization. Expect not just profound expertise but explicit project management from me. Ongoing optimization sways are more than welcome from my side; I believe tweaking things throughout instead of waiting for a downfall is fundamental to a successful digital strategy. My services won't break your bank either. You see, I also offer FREE after delivery support for three months for existing developments. Plus, I can ascertain you affordable hosting and domains deals that are efficiently managed. Reach out to me now and make your NDIS automation plans come true!
$120 AUD en 40 jours
5,5
5,5

Hi, I’d love to help set up and optimise Leafe’s HubSpot system. I specialise in building advanced, automation-driven CRM architectures in **HubSpot** — not just basic pipelines, but scalable systems with intelligent workflows. I can handle: • Custom property & CRM structure setup • Participant intake automation (via **Jotform**) • AI-based coach assignment logic (optionally integrating **ChatGPT**) • Capacity monitoring & recruitment trigger workflows • Dual pipelines (participants + recruitment) • Email, task & internal notification automation • Reporting dashboards • Integrations with Calendly, Zapier, and Xero if required I work with clear milestones and can offer fixed pricing after reviewing your HubSpot tier and workflow requirements. Happy to discuss the structure and propose a clean, scalable system for your NDIS employment model. Regards, Rakesh
$15 AUD en 40 jours
5,0
5,0

Hi there, I’m excited about the opportunity to help Leafe’s with your HubSpot CRM setup and automation needs. Setting up and optimising a robust system tailored for NDIS employment services is precisely where my skills shine, ensuring seamless workflows that enhance participant engagement and operational efficiency. With over 7 years of experience in CRM architecture and automation, I’ve successfully built intelligent, scalable systems for diverse businesses, significantly reducing manual efforts and supporting growth. My background includes creating complex automation for participant intakes, AI-driven processes, and task notifications, all of which align perfectly with your requirements. I’m well-versed in integrations, including Jotform and Calendly, and can offer best practices to enhance workflow efficiency. I'm looking forward to discussing the specifics and how we can achieve your project goals together. What key features do you envision for the reporting dashboards? Best, Andrii
$35 AUD en 42 jours
4,5
4,5

⭐Hey, I’m ready to assist you right away!⭐ I believe I’d be a great fit for your project since I have extensive experience in setting up and optimizing HubSpot for automation-driven systems. Utilizing my skills, I can create structured workflows for participant intake, AI-driven assignment logic, capacity monitoring, and more, tailored specifically for NDIS employment coaching services. With a focus on reducing manual tasks and supporting growth, I can design scalable and intelligent workflows that meet Leafe’s organizational needs effectively. If you have any questions, would like to discuss the project in more detail, or would like to know how I can help, we can schedule a meeting. Thank you. Maxim
$28 AUD en 17 jours
4,5
4,5

Saint Marys, Australia
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