Job description
Category: Legal
Location:
PERMANENT AU DAYSHIFT, REMOTE/WFH PHILIPPINES)
Job Description:
AI Integration Specialist (HubSpot & Actionstep Automation)
Client : AU Legal/Law Firm
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
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 SkillsCRM & 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
Details
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.