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

OverviewThe 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 ClaySyncs them into HubSpot with correct fieldsLaunches HubSpot email sequencesPosts performance metrics to SlackBooks calls through a scheduling linkSupports an AI assistant that handles outreach, lead management, and follow-bolthiresIf you’ve built AI-assisted lead pipelines before using HubSpot + Clay + Zapier, this project is fast, clean, and straightforward.Responsibilities1. Clay Lead Sourcing SetupBuild search filters for luxury realtors in San Diego + Los AngelesEnrich leads with email, brokerage, market, IG handle, and specialty tagsMap Clay fields to HubSpot contact propertiesCreate a recurring pull workflow (≈50 leads per week)2. HubSpot CRM ConfigurationCreate all required contact properties:Market (SD/LA)BrokerageLuxury TierInstagram handleSpecialty (Luxury, Coastal, Relocation, etc.)Realtor Status (New Lead → Contacted → Engaged → Meeting Scheduled → Partner)Build Realtor Partnerships PipelineSet up saved views and active lists“Active Luxury Realtor Leads – SD+ LA”“Warm Realtor Leads – Follow Up”3.HubSpot Email SequencesUpload and format 3-email outreach sequenceIntro (aspirational lifestyle tone)Follow-up (effortlessly curated move-in experience)Case study/testimonial emailConfigure personalization tokensConnect sending domain + verify SPF/DKIMTest sequences with sample contacts4. Zapier Automations (Core Component)Create the following automated workflows:A. Clay → HubSpotWhen a new row appears in Clay, create/update a HubSpot contactMap all fields correctlySet Realtor Status to “New Lead”B.HubSpot → SlackWhen a new or updated contact appearsPost message in #ai-marketingNameBrokerageMarketEmailRealtor StatusC. HubSpot → Booking FlowInsert Calendly/HubSpot meeting linkAuto-create tasks for repliesOptional: Build a workflow for “Warm but No Response” follow-bolthires5. AI Assistant Support SetupBuild structure in HubSpot so an AI assistant (ChatGPT) can:Read lead statusesRecommend next stepsGenerate follow-up messagesDraft personalized outreachEnsure properties + lists are AI-friendly and clearly labeled6.QA & DocumentationProvide a clear SOP (written or recorded Loom) for:How the lead machine worksHow to make editsHow to monitor sequencesHow to add new marketsTest the system end-to-end using 10 real contactsDeliverablesFully functional Clay → HubSpot → Zapier → Slack automation systemRealtor pipeline built inside HubSpot3-email nurture sequence inside HubSpot3 DM templates for Instagram/LinkedInWorking scheduling link integrated into emailsFull documentation + Loom walkthrough10–20 sample leads successfully running through systemRequired Experience2–5 years in HubSpot Marketing or Sales OpsExperience with Clay.com (mandatory)Solid understanding of Zapier webhooks, multi-step Zaps, and conditional logicExperience with email authentication (SPF, DKIM)Familiarity with CRM best practicesExperience building lead-generation pipelinesBonus: Work with luxury brands or real estate professionals✨ Preferred SkillsLight copywriting (refining email tone)UX understanding for clean CRM layoutsUnderstanding of high-end service brandsAbility to translate strategy into workflow automations Apply tot his job