HubSpot CRM Expert Needed for Ongoing Support & Integration

We are a growing digital agency currently completing a migration from Zendesk to HubSpot, which will serve as our new CRM and support platform. We are seeking an experienced HubSpot-certified partner or consultant to take over and continue supporting, maintaining, and expanding our setup.

A previous implementation partner completed a significant portion of the migration, including data transfer and workflow replication. We now need a long-term partner who can step in, understand the existing architecture, and provide ongoing technical and strategic support.

This role is ideal for someone who is deeply familiar with HubSpot + Zendesk ecosystems, automation, and integrations across multiple platforms.

Scope of Work

The selected partner will be responsible for:

-Reviewing and supporting our existing HubSpot CRM setup

-Continuing and maintaining the Zendesk → HubSpot migration, including:

-Historical ticket and conversation data (migrated through January 14)

-Ticket pipelines, properties, and structure

-Snippets (Zendesk macros) recreated in HubSpot

-Notifications, automations, and workflows

-Supporting and maintaining integrations between:

-Cognito Forms (intake forms)

-Zapier

-HubSpot

-Troubleshooting API connections and automation failures

-Advising on best practices for scaling HubSpot as our agency grows

-Providing ongoing technical support and optimization

Required Experience

Please apply only if you have strong, hands-on experience with most or all of the following:

-HubSpot CRM (must be HubSpot Certified)

-Zendesk (ticketing, macros/snippets, workflows)

-Zapier (multi-step automations, error handling)

-Cognito Forms (or comparable form platforms)

-API integrations and data syncs

-CRM data migration and workflow replication

-Supporting agencies or service-based businesses

Nice to Have

-Experience working with digital or marketing agencies

-Familiarity with complex intake → ticket → CRM workflows

-Ability to document systems and processes clearly

-Long-term availability for ongoing support

-Engagement Type

-Initial onboarding and system review

-Ongoing retainer or hourly support (open to recommendations)

-Potential for long-term partnership

To Apply

Please include:

-A brief summary of your experience with HubSpot and Zendesk

-Examples of CRM migrations or complex integrations you’ve handled

-Your HubSpot certifications (if applicable)

-How you typically support clients post-migration

Apply Now

Apply Now