HubSpot + Clay + Zapier Marketing Automation Specialist (AI Lead Generation Buildout)

Overview The Haute Suite, a luxury home organizing and move-management company serving San Diego and Los Angeles, is hiring an experienced Marketing Automation Specialist to set up a fully automated AI-powered lead generation and nurture system. This person will build a marketing machine that: Pulls 50 realtors per week from Clay Syncs them into HubSpot with correct fields Launches HubSpot email sequences Posts performance metrics to Slack Books calls through a scheduling link Supports an AI assistant that handles outreach, lead management, and follow-ups If you’ve built AI-assisted lead pipelines before using HubSpot + Clay + Zapier, this project is fast, clean, and straightforward. Responsibilities 1. Clay Lead Sourcing Setup Build search filters for luxury realtors in San Diego + Los Angeles Enrich leads with email, brokerage, market, IG handle, and specialty tags Map Clay fields to HubSpot contact properties Create a recurring pull workflow (≈50 leads per week) 2. HubSpot CRM Configuration Create all required contact properties: Market (SD/LA) Brokerage Luxury Tier Instagram handle Specialty (Luxury, Coastal, Relocation, etc.) Realtor Status (New Lead → Contacted → Engaged → Meeting Scheduled → Partner) Build Realtor Partnerships Pipeline Set up saved views and active lists “Active Luxury Realtor Leads – SD+LA” “Warm Realtor Leads – Follow Up” 3. HubSpot Email Sequences Upload and format 3-email outreach sequence Intro (aspirational lifestyle tone) Follow-up (effortlessly curated move-in experience) Case study/testimonial email Configure personalization tokens Connect sending domain + verify SPF/DKIM Test sequences with sample contacts 4. Zapier Automations (Core Component) Create the following automated workflows: A. Clay → HubSpot When a new row appears in Clay, create/update a HubSpot contact Map all fields correctly Set Realtor Status to “New Lead” B. HubSpot → Slack When a new or updated contact appears Post message in #ai-marketing Name Brokerage Market Email Realtor Status C. HubSpot → Booking Flow Insert Calendly/HubSpot meeting link Auto-create tasks for replies Optional: Build a workflow for “Warm but No Response” follow-ups 5. AI Assistant Support Setup Build structure in HubSpot so an AI assistant (ChatGPT) can: Read lead statuses Recommend next steps Generate follow-up messages Draft personalized outreach Ensure properties + lists are AI-friendly and clearly labeled 6. QA & Documentation Provide a clear SOP (written or recorded Loom) for: How the lead machine works How to make edits How to monitor sequences How to add new markets Test the system end-to-end using 10 real contacts Deliverables Fully functional Clay → HubSpot → Zapier → Slack automation system Realtor pipeline built inside HubSpot 3-email nurture sequence inside HubSpot 3 DM templates for Instagram/LinkedIn Working scheduling link integrated into emails Full documentation + Loom walkthrough 10–20 sample leads successfully running through system Required Experience 2–5 years in HubSpot Marketing or Sales Ops Experience with Clay.com (mandatory) Solid understanding of Zapier webhooks, multi-step Zaps, and conditional logic Experience with email authentication (SPF, DKIM) Familiarity with CRM best practices Experience building lead-generation pipelines Bonus: Work with luxury brands or real estate professionals ✨ Preferred Skills Light copywriting (refining email tone) UX understanding for clean CRM layouts Understanding of high-end service brands Ability to translate strategy into workflow automations Apply tot his job