Job Description
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
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