AI Integration Specialist (HubSpot & Actionstep Automation) AU Dayshift, Remote Philippines
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AI Summary
Design and implement AI-powered automated workflows across HubSpot and Actionstep to streamline legal operations. The role involves integrating business systems, managing CRM data integrity, and optimizing client intake and document generation processes.
This is a remote position.
PERMANENT AU DAYSHIFT, REMOTE/WFH PHILIPPINES)
Job Description:
AI Integration Specialist (HubSpot & Actionstep Automation)
AI Integration Specialist (HubSpot & Actionstep Automation)
Client : AU Legal/Law Firm
TOOLS: hubspot and actionstep
TOOLS: hubspot and actionstep
task: automate workflows
HARD REQUIREMENTS: Someone with actionstep and hubspot experience
working hours: PT
VA rate: $14-15 AUD per hour (Negotiable)
START ASAP
Job Summary
Job Summary
We are seeking an innovative and technically skilled AI Integration Specialist to design, implement, and optimize automated workflows across HubSpot, Actionstep, and other business systems. The ideal candidate will have experience leveraging AI tools, workflow automation platforms, CRM systems, and legal practice management software to streamline operations, improve client experiences, and increase organizational efficiency.
This role will work closely with business stakeholders, legal teams, operations, and sales departments to identify automation opportunities and deploy scalable AI-driven solutions.
Key Responsibilities
AI & Workflow Automation
● Design, develop, and implement AI-powered workflows and business process automations.
● Identify repetitive tasks and manual processes that can be streamlined through automation.
● Integrate AI tools to improve operational efficiency, client communications, and data
management.
● Develop automated workflows for lead management, client intake, document generation, task assignments, and reporting.
● Monitor and optimize workflow performance to maximize efficiency and accuracy.
HubSpot Administration & Automation
● Build and manage HubSpot workflows, sequences, pipelines, and automation processes.
● Automate lead nurturing, sales processes, customer onboarding, and marketing campaigns.
● Configure custom properties, reports, dashboards, and integrations.
● Ensure CRM data integrity and process consistency.
● Collaborate with sales and marketing teams to improve customer journey automation.
Actionstep Administration & Automation
● Configure and optimize Actionstep workflows and matter management processes.
● Automate client intake, legal workflows, document generation, and task management.
● Integrate Actionstep with HubSpot and other third-party platforms.
● Support legal teams by improving operational processes and reducing manual workloads.
● Maintain workflow documentation and process maps.
Systems Integration
● Develop and maintain integrations between HubSpot, Actionstep, and other business
applications.
● Utilize automation platforms such as Zapier, Make (Integromat), Microsoft Power Automate, or similar tools.
● Ensure seamless data synchronization across systems.
● Troubleshoot integration issues and optimize system performance.
Reporting & Analytics
● Create dashboards and reports to measure workflow performance and automation
effectiveness.
● Analyze business processes and recommend continuous improvements.
● Track key performance indicators (KPIs) related to automation initiatives.
Required Qualifications
● Bachelor's degree in Information Technology, Computer Science, Business Systems, or a related field (preferred).
● 2+ years of experience implementing workflow automation and systems integrations.
● Hands-on experience with HubSpot CRM and workflow automation.
● Experience administering or working with Actionstep legal practice management software.
● Knowledge of AI tools and AI-assisted business automation solutions.
● Experience with automation platforms such as:
○ Zapier
○ Make (Integromat)
○ Microsoft Power Automate
○ n8n
● Strong understanding of APIs, webhooks, and data integrations.
● Excellent analytical and problem-solving skills.
● Strong communication and stakeholder management abilities.
Preferred Qualifications
● Experience working within legal, professional services, or consulting environments.
● Knowledge of OpenAI, ChatGPT, AI agents, or other generative AI technologies.
● Experience with CRM optimization and customer journey automation.
● Familiarity with project management methodologies and process improvement frameworks.
● Basic understanding of SQL, JavaScript, or Python.
Technical Skills
CRM & Practice Management
● HubSpot CRM
● Actionstep
● CRM Workflow Automation
Automation & Integration
● Zapier
● Make (Integromat)
● Microsoft Power Automate
● n8n
● API Integrations
● Webhooks
AI Technologies
● ChatGPT / OpenAI
● AI Agents
● AI-Powered Workflow Automation
● Prompt Engineering
Reporting & Analytics
● HubSpot Reporting
● Dashboard Creation
● Process Mapping
● Workflow Analysis
Key Competencies
● Process Improvement Mindset
● Technical Problem Solving
● Systems Thinking
● Innovation and Creativity
● Attention to Detail
● Project Management
● Communication and Collaboration
● Adaptability and Continuous Learning
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