CRM Jobs

Necesito implementar un CRM con Microsoft Dynamics 365 para mí empresa.

I'm looking for a professional Salesforce CRM developer who can create a comprehensive Salesforce CRM tailored for our sales, customer management, user management, and subscription management needs. The primary goal of this CRM project is to significantly improve our customer management capabilities. This is crucial for our business growth and requires a system that efficiently manages various aspects of customer data. Specifically, I need the CRM to cover: - Customer Data Tracking: The system should be able to collect, store, and analyze customer data to facilitate informed decision-making. - Customer Interaction History: It is important to track all interactions with customers for continuity and personalized service. - Customer Feedback Management: The system should have a way to ...

Job Description: We’re looking for an experienced Project Manager VA to help us identify Realtors who need automation services and streamline their workflows. This role involves managing a team of VAs and overseeing the implementation of automation tools, such as chatbots and CRM integrations, to support Realtors in optimizing their businesses. Responsibilities: •⁠ ⁠Identify Realtors in Need of Automation: Research and connect with Realtors who would benefit from automation solutions. •⁠ ⁠Implement and Manage Automation Tools: Set up and manage tools like chatbots, missed call text-backs, and CRM systems to automate key tasks for Realtors. •⁠ ⁠VA Team Management: Oversee a team of VAs, ensuring tasks are delegated and completed efficiently. Help streamline workflo...

I'm looking for a seasoned CRM professional who is well-versed in the Lead Perfection platform. The primary focus is on optimizing and enhancing our workflows for lead tracking and sales automation. This includes: -examine and refining the entry point for leads for exisitng flows - Streamlining the sales workflow for leads allowing them to move from "hold' status to active in realtime based on triggers A significant part of this project will involve managing dynamic updates. You'll need to ensure that lead stages are updated in real-time based on predefined criteria. Examining existing flows and trouble shoot why they are not moving from one status to another... ie; lead scheduled for appointment cancels appointment but doesnt move to external telemarketing campaign ...

Description: We are looking for a skilled freelancer to help us automate our sales funnels, set up custom transactional emails, and manage newsletters. We currently use Stripe for payments, HubSpot for CRM, and Mailchimp for email marketing but are open to alternative tools that enhance automation and efficiency. Scope of Work: 1. Sales Funnel Setup: • Develop and implement automated sales funnels that capture leads and convert them into paying customers. • Integrate the funnel with Stripe and HubSpot to ensure seamless tracking of customer journeys and payment data. 2. Custom Transactional Emails: • Create custom transactional emails triggered by Stripe subscriptions/orders. • Ensure emails are branded, personalized, and integrated with our CRM for data consist...

JE CHERCHER QUELQU'UN QUI PEUX PARLER FRANCAIS. I'm looking for a professional who can set up and optimize Zoho One for my business with a focus on streamlining operations. Key Responsibilities: - Set up Zoho One to enhance the efficiency of our sales processes. - Optimize inventory management through targeted Zoho One applications. Ideal Skills and Experience: - Extensive experience with Zoho One setup and optimization. - Proven track record in streamlining sales processes and inventory management. - Excellent understanding of operational efficiency and software utility. No need for software integration as we currently do not use any other systems except quickbook.

Transaction Coordinator Oversee all administrative tasks for clients’ real estate transactions from contract to closing. Keep the transaction process streamlined, organized, smooth and efficient, while ensuring that the transaction closes successfully on time and that all parties involved have an amazing experience. Ensure that all documents are completed on time, including following up diligently and promptly. Follow up with all parties to a real estate transaction through various channels including email, text messaging and phone calls. Working with all service providers including escrow companies, title companies, lenders, real estate agents and clients throughout the transactions. Draft documents per the clients’ request. Review and check all documents for accuracy. Work w...

I'm seeking a Salesforce expert trainer with deep technical skills to conduct comprehensive, end-to-end configuration and training sessions. Ideal skills and experience include: - Extensive knowledge of Salesforce and its technical aspects - Proven track record in training Salesforce configurations - Exceptional communication and presentation skills - Ability to simplify complex concepts for easy understanding. Please send your resume for more details.

I'm seeking a proficient Odoo specialist to facilitate a full implementation of Odoo across several key business areas: Sales and CRM, Inventory and Warehousing, and Accounting and Finance. Key Responsibilities: - Implement Odoo tailored to our specific needs in Sales and CRM, Inventory and Warehousing, and Accounting and Finance - Execute data migration from spreadsheets and databases into Odoo - Ensure seamless integration of the system across these business areas Ideal Skills and Experience: - Extensive experience in Odoo implementation - Proficiency in Sales and CRM, Inventory and Warehousing, and Accounting and Finance modules of Odoo - Expertise in data migration from spreadsheets and databases - Strong problem-solving skills and attention to detail Please only bid if you ha...

We are looking for the following deliverables for our Engineering Consultancy working in the building and process industries: 1. Professional and engaging website 2. Landing pages (6 of them) 3. Lead Generation integration with our selected CRM – Exsalarate App (part of Xero) 4. A new logo 5. A new email signature template. 6. 3 months of SEO services for website and Landing Pages. We need smart, clever and eye-catching website design that will appeal to architects and building developers. We imagine a monochromatic modern design with counters and some degree of animation. It is an “informational” website and not an e-commerce one. But we still need to capture leads and have interaction with visitors. Attached to this request are two documents: PROJECT BRIEF This exp...

I am looking for an experienced professional to assist in the setup and implementation of ERPNext for my business. PLEASE NOTE: A DETAILED SETUP INSTRUCTION IS PROVIDED AS AN ATTACHMENT. READ IT CAREFULLY BEFORE YOU BID. Key Responsibilities: - Understand and analyze the specific needs of my business for ERPNext. - Configure and customize the software to meet these needs. - Provide training and support during the transition period. Ideal Skills and Experience: - Extensive knowledge and experience with ERPNext. - Strong understanding of business operations and needs. - Excellent communication and training skills. Detailed Instruction and Flow Diagram is attached to this project. Please note, this is preliminary and as you setup each module and doctype, we will have to communicate toge...

We need Ms dynamics CRM experienced developer to work for 2 hours a day remotely. We will pay 25-30k per month

I need a summary-level report from Zoho's "deals journey" into an Excel file. This report should be filtered by date range, deal status, and salesperson. Ideal skills and experience for the job: - Proficiency in Zoho CRM - Advanced Excel skills - Experience with data filtering and report generation - Ability to deliver tasks on time Please provide your bid if you can assist me with this task.

I'm seeking assistance with integrating my website with Zapier for automating data entry tasks, specifically dealing with form submissions. Key Details: - The primary focus will be on automating the data entry from form submissions on my website into other applications via Zapier. - The primary application for data management will be Google Sheets, though familiarity with Airtable and Microsoft Excel could be beneficial. - I will need you to be able set up 3 zaps for me based on membership level where zaps will collect information send to chat gpt for repsonse and response will go to clients email Ideal Skills: - Proficiency with Zapier - Experience with data management applications, particularly Google Sheets - Understanding of website data handling Your role would involve creatin...

I'm seeking a HubSpot automation specialist to assist with the pipeline process and data. I have a defined sales process and lifecycle stages that needs to be mapped into HubSpot, so experience with pipeline setup and customisation is crucial. Key Responsibilities: - Implement the updated proposed lifecycle stages into Hubspot - Implement the updated lead status, sales pipeline, renewal pipeline and upsell/cross sell pipeline process and stages into Hubspot - Implement compulsory fields, triggers and automations across lifecycle and pipeline stages - Implement pipeline lost reasons codes / pick lists - Migrate existing records across - At end of project test to ensure data work and automation is working The ideal candidate for this project should have: - Extensive experience wi...

Key Responsibilities: Manage and organize leads in HubSpot CRM. Set up lead scoring, segmentation, and automation for better lead qualification. Create and optimize workflows for lead nurturing and follow-up. Set up reporting and dashboards to track lead status, conversion rates, and performance. Collaborate with our sales and marketing teams to ensure seamless integration and communication. Regularly update and maintain accurate records of lead interactions and stages in the sales funnel. Provide insights and recommendations on improving lead generation and conversion. Requirements: Proven experience in managing leads using HubSpot CRM. Strong knowledge of HubSpot lead management features (e.g., segmentation, lead scoring, workflows). Experience with email marketing and automation tools...

I'm in need of a Microsoft Access-based CRM that mirrors the basic functionalities of our small international Headhunting company. Key Features: - Customer (client) table and management with positions and job descriptions. - Candidate Contact Management: Efficiently organizing and tracking candidate information. - Task Management: Setting, assigning, and monitoring candidates to relevant client positions - User friendly to allow maintenance and extension by team members User Access: This CRM will need to support a small team, specifically 2-5 users. Integrations: - Email Client: Seamlessly connect with our existing email platform for easy communication. - Calendar: Sync tasks and important dates with our calendar. Ideal Skills: - Proficient in Microsoft Access. - Experienced i...

I'm seeking a skilled CRM developer to modify my existing CRM system to replicate certain features from Airtable, specifically customizable fields and automated workflows. This project will also involve incorporating specific date and time functions into the system. Ideal Skills and Experience: - Extensive knowledge and experience with the CRM in use (Salesforce, HubSpot, or Zoho CRM) - Proficiency in Airtable and its functionalities - Strong understanding of date and time functions - Excellent CRM customization skills - Able to implement automated workflows and customizable fields - Experience with CRM development and modification Please note, the specific CRM currently in use has not been disclosed.

I am looking for a professional to set up Hubspot CRM with a focus on lead management. The ideal candidate should have extensive experience with Hubspot CRM and a proven track record in setting it up for lead management purposes. We are a SAAS company and we require the CRM to be set up to capture different product details and plan types so we can automate communications on these levels. Additionally we need to have the ability to update these fields via API going forward. Key Requirements: - Set up of automated emails to facilitate communication with potential leads. - Implementation of workflow automation to streamline processes. - Configuration of sales pipeline management features to track lead progress. Experience & Skills: - Proficiency in Hubspot CRM - Prior experience in le...

Looking for an ACT! Certified Consultant to help me. I'm currently using ACT! Pro - several years ago I had a consultant create a specific layout for my CRM program. When I recently backed-up my files, this custom layout disappeared. I'd like to get it back and use it as my default layout for my CRM. Key Requirements: - ACT! Pro Certified Consultant - Able to design a layout displaying contact information and custom fields - Experience with creating a list view in ACT! Pro

We need Ms dynamics CRM experienced developer to work for 2 hours a day remotely. We will pay 25-30k per month

Are you a marketing and social media expert whose passion is podcast production? Do you have the integrity to deliver what you promise? We want to hear from you if you’d like to marry your marketing and coordination experience with innovative podcast production and gain new knowledge and skills while earning a good income. Key Responsibilities: • Maintain a guest podcast pipeline based on the ideal guest profile. • Demonstrate proficiency in LinkedIn Sales Navigator to identify and engage potential guests. • Manage email communications with guests before and after podcast recordings. • Coordinate with the video editor to ensure timely release of podcast episodes. • Create social media strategies, run organic and paid promotions to generate top engagemen...

We are Utimaco, a global platform provider of trusted cybersecurity and compliance solutions. Since our colleague from order processing is going on parental leave, we are looking for a replacement for about 1 year. This includes the recording of incoming customer orders, the creation of delivery notes and invoices, as well as credit notes and certificates. Furthermore, the documentation in our ERP and CRM tools, the coordination of delivery dates with our production and external service providers and the smooth deliveries within Europe. In this position, you will work with international colleagues and clients, so fluency in English is mandatory.

I'm looking for a Personal Assistant to help manage the workload of a busy CEO. Key Responsibilities: - Scheduling and calendar management - Email and correspondence management - Travel arrangements and itinerary planning Ideal Skills: - Proficiency in Microsoft Office Suite - Familiarity with Project Management Tools (e.g., Asana, Trello) - Experience with CRM Software Experience: - Previous experience in the Technology sector would be a plus. The ideal candidate is highly organized, detail-oriented, and able to work under pressure. They should have excellent communication skills and the ability to maintain confidentiality.

JE CHERCHER QUELQU'UN QUI PEUX PARLER FRANCAIS. I'm looking for a professional who can set up and optimize Zoho One for my business with a focus on streamlining operations. Key Responsibilities: - Set up Zoho One to enhance the efficiency of our sales processes. - Optimize inventory management through targeted Zoho One applications. Ideal Skills and Experience: - Extensive experience with Zoho One setup and optimization. - Proven track record in streamlining sales processes and inventory management. - Excellent understanding of operational efficiency and software utility. No need for software integration as we currently do not use any other systems except quickbook.

Neceisito desarrollar o una plataforma de contacto con clientes donde, mediante la administracion de la base de datos, pueda, generar segmentaciones en la eleccion de clientes segun los datos cargados, y generar, a traves de estas, distintos tipos de acciones, como ser llamadas, wapp o cualquier tipo de acciones de contacto con clientes.

Location: Remote Contract Length: 3-6 months (with potential for extension) Overview: We are seeking an experienced Marketing Operations & Reporting professional to help us build comprehensive reporting systems and dashboards within Salesforce, Pardot, and Demandbase. You will work closely with our Sales Operations team to design and implement reporting that tracks marketing’s influence on the sales pipeline, including metrics like MQLs, SQLs, and marketing-influenced pipeline. Additionally, you will leverage Demandbase to provide enhanced insights into account engagement and intent data, helping us optimize our Account-Based Marketing (ABM) efforts. This contractor will support the creation of data-driven insights for Sales and our Executive Leadership Team (ELT). Key Respons...

I'm seeking a Salesforce expert with profound experience in Flow Builder. The task involves rolling up fields from various custom objects to my household record. Key Requirements: - Expertise in Flow Builder on Salesforce - Familiarity with Salesforce custom objects - Ability to aggregate data effectively The primary focus will be on assisting with the creation of flows to roll up details from custom objects to a household record. Please only apply if you have a strong background in Salesforce and Flow Builder.

I'm seeking a skilled Salesforce developer with a strong focus on customization. The specific areas of customization include: - Workflows/Process Automation: Creating and fine-tuning workflows to streamline processes. - Custom Objects/Fields: Developing bespoke objects and fields tailored to meet unique business needs. - Reports/Dashboards: Designing and implementing comprehensive reports and dashboards for data analysis. The ideal freelancer for this project should have extensive experience in Salesforce customization and a proven track record in the aforementioned areas. The ability to deliver high-quality, user-friendly solutions is essential. As for third-party integrations, I'm currently unsure. However, the possibility of needing such services is on the table. Any experi...

I'm looking for a field service specialist fluent in German, covering Hanover and Dusseldorf. The specifics of the field service tasks have not yet been defined, so flexibility and adaptability are key. DUTIES AND RESPONSIBILITIES: Searching for suitable locations for telecom antennas and identifying potential landlords Completing site visits by travelling to identified locations and capturing geospatial data and visual reports Successfully signing lease agreements with landlords through negotiating terms Maintaining up-to-date information in our custom software Thriving in an international environment alongside other talented and innovated individuals REQUIREMENTS: Native level of German (C1) with fluency in English Ability to travel throughout Germany for business Sales or negotia...

Job Title: Social Media Intern Location: Flexible (Delhi NCR preferred for quarterly meetups) About Crossroads Global: At Crossroads Global, we specialise in building cross-cultural intelligence for individuals, teams, and organisations—a critical skill in today’s interconnected world. With over 20 years of experience, we have helped leading global companies and public organisations navigate complex international environments. Our trainers are recognised experts, affiliated with prestigious institutions such as Saïd Business School, Oxford, London Business School, and INSEAD, ensuring we deliver world-class solutions. Key Responsibilities: Create and distribute marketing material across various digital channels to promote Crossroads Global’s services. Manage and opti...

I'm seeking a software developer to create a custom CRM system aimed at streamlining my business processes. Key Features: - Contact Management: The system should effectively handle and organize my business contacts. - Sales Pipeline Management: The software must help track sales progress and manage the sales pipeline. - Email Marketing Integration: The CRM should seamlessly integrate with email marketing tools for easy outreach. Ideal Skills: - Proficiency in software development, particularly in creating business automation tools. - Previous experience in developing CRM software will be highly advantageous. - Skills in integrating third-party tools, especially email marketing platforms, are desired. I look forward to your bids, and I'm excited to see how you can help automa...

I am looking for an expert to help me set up my HubSpot CRM system. The primary purpose of using HubSpot for my business spans across Sales management, Marketing automation, and Customer Support. Specifically, I need assistance with: - Lead tracking - Pipeline management - Sales reporting - Flows - Automation - Development The ideal freelancer for this project should have extensive experience with HubSpot, particularly in the stated sales processes. They should be able to set up the CRM in a way that optimally supports my business needs across sales, marketing, and customer support. Realestate and construction company

I'm looking for an automation using ZAPIER professional who can assist with managing my incoming and outgoing emails in relation to FreshBooks. Key Responsibilities: - Handling incoming typed documents and extracting specific fields: Name and Email, Phone and Site Address, Product Information, Phone. - Filling out premade FreshBooks invoices using the extracted information. - Securing incoming email attachments via password protection before they are attached to the FreshBooks invoice. - Sending out the completed FreshBooks invoices to the relevant email addresses. Ideal Candidate: - Previous experience with FreshBooks is highly preferred. - Strong attention to detail for accurately extracting information from documents. - Proficiency in email management. - Ability to handle sensit...

I'm seeking a partnership with an expert who can help improve our lead generation efforts, particularly in the area of prospecting. The ideal candidate will have a rich set of skills and experience, including: - Prospecting: Enhancing the overall quality and quantity of leads generated - CRM Management: Enriching our CRM with fields for better client understanding and automation The role involves not only enhancing our current methods but also implementing strategies to automate customer follow-ups based on data. Please note, the focus will primarily be on lead generation rather than lead qualification or nurturing. If you have experience in this area and can help us increase our success ratio in cold calling and email marketing, I would love to hear from you.

I'm seeking a data analyst with experience in CRM systems to help refine our prospecting efforts. This will involve deep diving into our CRM data, with a particular focus on customer segmentation. Your role will be pivotal in enriching our CRM with additional fields that will facilitate automation and provide a clearer understanding of our clients. The ultimate goal is to automate lead follow-ups based on data insights. Key Responsibilities: - Analyze CRM data with a focus on improving prospecting - Implement customer segmentation strategies - Enrich CRM with fields for automation and better client understanding - Automate lead follow-ups based on data Ideal Skills: - Proficiency in data analysis - Experience with CRM systems - Knowledge in customer segmentation strategies - Skills ...

I'm looking to outsource our IT support desk, specifically for Office 365, local server, and CRM support. - CRM Issues: We frequently encounter issues with our CRM system that need prompt attention and resolution. - Office 365: We have recurring email problems that impact our day-to-day operations. - CRM Support: We require assistance with customization and configuration of our CRM system, as well as user training and onboarding. Ideal candidates will have extensive experience with Office 365, local servers, and CRM systems. They should also have the ability to provide user training and system customization. Promptness, reliability, and clear communication are key for this role.

I am in need of a professional consultant who can assist me in selecting the most suitable CRM and job management software for my business. The software should cater to both customer relationship management and job scheduling and tracking. Key features for the CRM software: - Contact management - Sales automation - Customer service automation Important aspects for the job management software: - Job scheduling - Time tracking - Reporting and analytics In addition to software selection, I will also require comprehensive training for my staff to ensure they can use the software effectively. Ideal skills and experience for the job include: - Proven experience in CRM and job management software consultation - Previous role in training staff on software usage - Excellent understanding of ke...

I'm in need of a professional to set up Odoo CRM primarily for enhancing our customer support and service. My team is small, just 1-5 users, and we need the CRM to help us manage and streamline our customer interactions effectively. Key Features - Ticketing System: We need a robust ticketing system for managing customer inquiries and issues. - Knowledge Base: A comprehensive knowledge base for both our team and our customers. - Sales Funnel Management: We're also interested in integrating sales funnel management within the CRM. - Financial Dashboard: A financial dashboard for tracking and managing our financials. Ideal Skills - Proven experience in setting up Odoo CRM. - Strong understanding of customer support features. - Ability to integrate sales and financial tools within ...

I'm looking for an expert in Zapier to integrate my CRM with Aroflo. This will help me manage all customer and supplier interactions more efficiently. Specific requirements include: - Syncing comprehensive data sets between the two platforms: Customer details, Supplier details, and Interaction logs. - Automating certain actions in from Aroflo: This includes updating project statuses, creating new customer entries, and logging new interactions. - Triggering specific tasks in Aroflo from : This covers updating task statuses, assigning team members, and generating invoices. Ideal candidates for this project should have: - Proven experience with Zapier and both and Aroflo. - Excellent understanding of CRM systems and project management software. - Strong attention to detail...

I'm in need of a comprehensive CRM tool tailored for wellness merchant needs. The primary purpose of this tool is to enhance the marketing automation efforts and booking for merchants. Key Features: - Customer Management: This tool should facilitate the management of customer profiles, track interaction history, support customer segmentation and Client booking, - Marketing Automation: The CRM should handle social media management, campaign creation and AI driven content creation and lead nurturing seamlessly. - Community referral campaigns to mobilize the customer base. Ideal candidates for this project should have: - Proven experience in CRM software development (booking system preferred). - Strong understanding of marketing automation tools. - Ability to incorporate cus...

We're looking for a dynamic sales professional to help sell our incredible, pre-curated Thailand tour package. This package caters to all types of travelers from India, with a special focus on attracting young couples through its vibrant nightlife and entertainment options. Key Responsibilities: - Promote our Thailand tour package primarily through social media & self data base. - Target and appeal to diverse traveler types, with specific strategies for engaging. - Meet defined sales targets to unlock substantial rewards. Ideal Skills and Experience: - Proven experience in sales, particularly in the travel industry. - Strong understanding of social media marketing. - Ability to engage and attract diverse customer profiles. - Experience targeting young travalers is a plus.

I'm looking for a dedicated customer service agent for my travel agency. The ideal candidate will be skilled in researching and proposing cost-effective family vacation itineraries. The role involves: - Using our CRM, TESS, to manage customer interactions and data. Your experience with Travel ESOLUTIONS is a big plus. - Proposing budget-friendly family travel packages. - Communicating with clients, understanding their needs, and adjusting proposals accordingly. - Conducting data entry into the CRM from emails and other sources. Skills needed: - Proficiency in CRM, especially TESS. - Strong research skills, particularly in creating affordable travel itineraries. - Excellent communication skills for client calls. - Attention to detail for data entry tasks. Experience in the travel i...

Esperto di Automazioni con Trello e Integrazione di Call Center Predittivo Descrizione: Cerchiamo un professionista esperto in automazioni avanzate con Trello e l’integrazione di un sistema di call center predittivo. L’obiettivo è automatizzare la gestione di circa 15.000 contatti (con un aumento di circa 1000 nuovi contatti al mese) e creare flussi di lavoro automatici per follow-up e scadenze. Il sistema deve includere una soluzione di chiamate predittive per migliorare l’efficienza nelle comunicazioni con i clienti. Competenze richieste: • Esperienza con Trello e strumenti di automazione come Zapier, , Integromat (Make), o simili. • Capacità di configurare e gestire sistemi di call center predittivo (es. Twilio, Aircall, RingCentral, o simi...

I'm seeking a CRM consultant who can help us: 1) Choose a CRM that fits our needs (who understands price at scale, knows how the CRM works at different use levels, understands our long term goal with sales and marketing) 2) Design the CRM - We will be importing 100,000+ contacts with basic information (name, website, state, city, industry vertical, size, population, type/category) - We will be hiring people to help populate each contact record - We will want to have a system where we know who has been contacted - We eventually want to divide up the contacts into 25-50 sales territories - Our goal is that the contacts will set software demo appointments, track conversions - We also want to stay in contact with existing users to make sure that they are hap...

I need a professional who can integrate my Zoho form into the Zoho CRM within the leads module. The Zoho form is designed to capture various types of data, including KYC information, location-based information, technical information, and legal data. Key Requirements: - Expertise in Zoho CRM and Zoho form - Previous experience in CRM integration - Understanding of KYC and technical data - Ability to ensure data is accurately captured and transferred Ideal Skills: - Zoho CRM proficiency - Strong technical background - Data handling and integration skills - KYC compliance understanding

I'm seeking a professional with expertise in Zoho Creator to design an ERP system tailored specifically for my inventory management needs. Key Requirements: - The primary function of this ERP system will be for real-time stock tracking. This is crucial for my business operations, so the system needs to be robust and reliable. - The ERP system will need to integrate seamlessly with my existing Warehouse Management System. This is a non-negotiable requirement, as I need the two systems to communicate without any hitches. Ideal Skills: - Extensive experience with Zoho Creator - Knowledge of inventory management systems - Proficiency in integrating software systems - Familiarity with Warehouse Management Systems

We need help testing a HubSpot App. Only apply if you have a access to a production HubSpot account that supports Custom Objects, Webhooks, and Automation Workflows. The test consists of: 1) Installing the app. 2) App setup (I'll share a tutorial and/or can guide you in a call/chat). 3) Adding the app to an automation workflow in HubSpot. The steps to complete this should take about 60 minutes. We can this together through a call. The automation workflow can be anything that triggers our app. For example, a web form, changes in the CRM, etc. This will at the same time trigger an event in our app, which will help us test it. The app needs to be active for at least 30 days. After that, you can uninstall it if you wish. The goals are: 1) Test the installation in 1 ...

I need an expert in Zoho and Airtel integrations. The project involves: - Integrating Airtel with Zoho CRM and Zoho Desk - Synchronizing customer information and service tickets between these platforms Ideal candidates for this project should have extensive experience with both Zoho CRM/Desk and Airtel, and a track record of successful integrations.

I need an Excel worksheet for managing my sales pipeline. Key Requirements: - Track customer information: Specifically, I need to monitor purchase history and customer preferences. - Sales Pipeline Stages: The worksheet should categorize the stages as Inquiry, Negotiation, and Closing. Ideal Skills and Experience: - Proficiency in Excel - CRM experience - Sales Management knowledge