Freelancers using Capsule CRM
Freelancers using Capsule CRM
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Ugochukwu Amaechi
Lagos, Nigeria
AI Automation Engineer | CRM Integration & Workflow Systems
New to Contra
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AI Automation Engineer | CRM Integration & Workflow Systems
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AI-Powered Sales Lead Detection from Support Tickets
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1
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AI-Driven Email Management System
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0
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Automated CRM Journal Creation from Microsoft Teams Channel Posts ๐๐น๐ถ๐ฒ๐ป๐ ๐๐ต๐ฎ๐น๐น๐ฒ๐ป๐ด๐ฒ The client's team was manually copying important Microsoft Teams channel discussions into their eWay-CRM as journal entries a repetitive, time-consuming task that was prone to missed entries, human error, and delays. Important client communications and internal updates were not being consistently logged, creating gaps in their CRM records. ๐ฆ๐ผ๐น๐๐๐ถ๐ผ๐ป ๐๐๐ถ๐น๐ An automated workflow that monitors a designated Microsoft Teams channel in real time and instantly creates a corresponding journal entry in eWay-CRM whenever a new post is made with zero manual input required. ๐๐๐๐ผ๐บ๐ฎ๐๐ถ๐ผ๐ป ๐๐น๐ผ๐ 1. Microsoft Teams watches the selected channel for new posts 2. A text parser converts the HTML message content into clean, readable plain text 3. eWay-CRM automatically receives the parsed content and creates a new journal entry, connected to the relevant CRM items ๐๐๐๐ถ๐ป๐ฒ๐๐ ๐๐บ๐ฝ๐ฎ๐ฐ๐ Eliminated manual data entry between Teams and CRM entirely Ensured every channel communication is consistently logged without relying on staff to remember Improved CRM data accuracy and completeness Freed up team time previously spent on repetitive copy-paste tasks
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Real-Time GoHighLevel CRM Sync & Team Notification System ๐๐น๐ถ๐ฒ๐ป๐ ๐๐ต๐ฎ๐น๐น๐ฒ๐ป๐ด๐ฒ The client struggled with keeping customer records synchronized between GoHighLevel and Airtable. Manual updates often led to outdated information, duplicate records, and inconsistent customer data across systems. Additionally, teams lacked visibility into contact changes, resulting in communication gaps and delayed responses to important customer updates. ๐ฆ๐ผ๐น๐๐๐ถ๐ผ๐ป ๐๐๐ถ๐น๐ Developed a real-time CRM synchronization workflow in Make.com (http://Make.com) that automatically monitors contact updates in GoHighLevel and synchronizes them with Airtable. The workflow intelligently determines whether a contact already exists, updates existing records when changes occur, or creates new records when necessary. Slack notifications are automatically sent to keep teams informed of all customer record activities. ๐ง๐ต๐ฒ ๐ฅ๐ฒ๐๐๐น๐: The automation eliminated manual CRM updates, improved customer data accuracy, enhanced team collaboration, and ensured real-time visibility into contact activity. The client gained a reliable and scalable system for managing customer information across platforms. ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฃ๐ฟ๐ผ๐๐ฒ๐ฐ๐๐ถ๐ผ๐ป: By reducing data errors, preventing duplicate records, and ensuring timely customer follow-up, the workflow helped protect revenue opportunities and improve overall operational efficiency. ๐๐๐๐ผ๐บ๐ฎ๐๐ฒ๐ฑ ๐ฅ๐ฒ๐ฝ๐ผ๐ฟ๐๐ถ๐ป๐ด: The system automatically tracks contact changes, record creation, updates, and notification activity, ensuring transparent reporting and centralized operational visibility without manual intervention
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Gabriel Esquivel
Stockton, USA
Bringing your vision to life
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Bringing your vision to life
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Construction company that we grew into multi six figures
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12
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Custom notion build with automations for booking
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10
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Custom Notion build for social media marketing strategy
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7
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Alexandros Shomper
Munich, Germany
Product Designer Leader, 15+ years building products.
New to Contra
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Product Designer Leader, 15+ years building products.
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Knauf Unified Identity Platform Project
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7
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Mobile View of the: Knauf Account
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25
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Knauf Order Overview Platform Design
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9
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Knauf Material Calculator: Jira for Construction Professionals
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4
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Jacky Lei
Vancouver, Canada
I automate the work you hate. 150+ businesses automated.
New to Contra
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I automate the work you hate. 150+ businesses automated.
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Automating Data Entry for Lyft Commodity
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2
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AI Underwriting Pipeline for Merchant Cash Advances
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3
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RAG Content Engine Development for CCC
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3
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AI-Driven Outreach Pipeline for Capcon Networks
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1
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A. Ruben Kandel
Cologne, Germany
I offer cost-efficient software development (DACH region).
New to Contra
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I offer cost-efficient software development (DACH region).
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CRM Web-Panel Expansion with Advanced Features
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7
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Real-Time Airport Video Surveillance System
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13
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ERP web-panel for a medical transport company
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6
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Enhancing Open-Source Android Apps
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10
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Hashir ahmed
Liverpool, UK
Website + AI Automation = more leads, less work.
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Website + AI Automation = more leads, less work.
1
AI Voice Calling Agent Development
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13
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Django REST API Explorer
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6
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AI Chatbot for Business Automation
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18
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Sentiment Analyzer Application Development
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7
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Frรฉdรฉric Lossignol
Paris, France
Expert N8N automation and AI Agents I automate your business
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Expert N8N automation and AI Agents I automate your business
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Automating Candidate Document Collection with N8N
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5
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AI-Powered CV Management and Candidate Matching
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9
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Automating Online Learning Time Tracking
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5
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Ivan Podopryhora
Burgas, Bulgaria
Tech Support & Onboarding Pro | Clear. Fast. Friendly.
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Tech Support & Onboarding Pro | Clear. Fast. Friendly.
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Successful Deal Reframing and Upsell
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5
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Live Chat Support at Scale
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8
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Client Onboarding System Design for Pro Gaming Software
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6
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