About

I’m looking for an experienced HubSpot specialist to complete a full setup of HubSpot Free CRM for my consultancy, GTM Team. This includes MS365 Outlook + Calendar integration, automatic Microsoft Teams meeting link generation, domain authentication, Meetings tool setup, forms, pipeline, lists, email templates, and outbound marketing readiness. All scheduled meetings must automatically generate a Teams video meeting link. This is a foundational CRM build that should be clean, scalable, and ready for both inbound and outbound activity. Scope of Work 1. MS365 + Outlook Integration Connect MS365 email to HubSpot Connect MS365 calendar Ensure logging, tracking, and proper sync Verify everything works under the upgraded Business Standard license 2. Microsoft Teams Integration (Required) Configure HubSpot Meetings so all bookings automatically create Microsoft Teams meeting links Validate Teams → Outlook → HubSpot sync Test end-to-end booking flow 3. Domain Authentication + Deliverability Verify domain in HubSpot Configure SPF, DKIM, and DMARC Confirm DNS entries Prepare account for outbound marketing Test inbox placement 4. HubSpot Meetings Tool Create 15-min and 30-min meeting types Set availability windows Customize reminders + confirmations Provide embed code for Squarespace 5. HubSpot Forms Create 1–2 core forms Generate embed codes for Squarespace Ensure UTM/source tracking Test submission → CRM logging 6. CRM Foundation Clean contact property setup Build a simple pipeline Create segmented lists + saved views Verify contact attribution + activity logging 7. Branded Email Templates Create 2–3 branded email templates (brand guide provided) Add personalization tokens Ensure mobile-friendly formatting 8. Outbound Marketing Readiness (Required) Set lifecycle stages (Lead, Warm Prospect, Nurture, etc.) Configure segmentation tags Build outreach lists: • Cold Outreach • Warm Prospects • Engaged Leads • Newsletter Create 2–3 outbound email templates (initial touch, follow-up, re-engage) Set up light nurture workflow using lists, tasks, and templates Ensure compliance footer + unsubscribe link Provide short walkthrough of the outreach system Requirements -Proven HubSpot CRM setup experience -MS365 + Outlook + Teams integration experience -Strong understanding of SPF/DKIM/DMARC -Experience setting up outreach systems -Strong English communication -Works with temporary user access (no password sharing) -3–5 day delivery capability To Apply, Please Answer: Have you integrated HubSpot with MS365 inbox + calendar? Have you set up automatic Teams meeting links from HubSpot? Have you configured SPF, DKIM, and DMARC in HubSpot? Are you familiar with cold/warm outreach setup in HubSpot Free? How fast can you complete this (target 3–5 days)? Please share 1–2 relevant HubSpot builds. Are you comfortable creating branded templates?