I’ve been working with HubSpot for my business CRM needs for about three years now. What started as basic sales tracking has grown into something more complex.
Right now when we close a deal, our team has to manually create two separate tickets - one for production work and another for billing. This made sense when we had fewer customers, but now it’s getting messy. Some clients purchase multiple products which means even more tickets to manage.
The whole process is becoming a headache for our newer sales staff. They’re spending too much time on administrative tasks instead of selling.
Does anyone know where I can find experienced HubSpot consultants or developers who specialize in workflow automation? I need someone who can help redesign our current setup to make it more efficient and user-friendly.
try checking out hubspot’s certified partners, they vet thier consultants well. also, linkedin can help find specialists - just search “hubspot workflow automation” and lots of options pop up. just be sure they can demonstrate past automations they’ve done before you hire.
I’ve been there - when our team grew, manual processes became a nightmare. For finding good developers, look for people who get both HubSpot’s tech side and how businesses actually work. HubSpot’s partner directory is your friend - you can filter by skills and check what other companies say about them. Also try freelance sites like Upwork or Toptal for people with solid CRM automation portfolios. Here’s the key: good candidates will dig into your current workflows before pitching solutions. The best consultant I worked with actually shadowed our sales team and spotted inefficiencies we’d completely missed. That approach saved us from picking something that looked pretty but didn’t actually solve our problems.
We had good luck reaching out to HubSpot support directly for referrals. They usually know which partners have done similar automation work in your industry. We went with someone they recommended who’d worked with multi-product businesses before. You can also check the HubSpot community forums - developers post examples of workflows they’ve built there. Once you find some candidates, have them walk through exactly how they’d tackle your ticket creation process. Our developer actually built a demo workflow with our real deal structure before we signed anything. That showed us they got our specific problem instead of just pitching generic stuff.