Automate workflows in CRM tools- HubSpot, Salesforce, Monday.com
Starting at
$
25
About this service
Summary
Features:
Custom automation sequences based on client needs (e.g., lead-to-customer conversion flows).
Error handling automation to reduce manual interventions
Reporting and analytics setup for tracking CRM activities.
Project Deliverables:
CRM workflows configured and automated
round of automation testing and debugging
Training session on managing workflows and integration setup
What's included
Automate workflows in CRM tools like HubSpot, Salesforce, or Monday.com
- Workflow automations for lead capturing, nurturing, and sales funnel processes. - Automating customer data updates, task assignments, and follow-ups. - API and Zapier integrations between CRMs and other tools (e.g., Slack, MailChimp)
Duration
1 week
Skills and tools
Automation Engineer
Backend Engineer
Software Engineer
HubSpot
monday.com
Pipedrive
Salesforce
Zapier
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