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I’m ready to move my entire sales pipeline onto an automated footing—from the moment a lead hits our funnel, through every follow-up email, right down to instant sales performance reports. Our CRM system is already in place, so the job is to build the workflows, integrations, and dashboards that make the most of it. Here’s what I need delivered: • Lead generation flows that capture, score, and route prospects straight into the CRM without manual entry. • Trigger-based follow-up sequences (email/SMS) that adapt to contact behaviour and keep engagement high until a deal closes. • Real-time reporting pulled directly from the CRM: revenue, conversion rates, pipeline velocity, and other key metrics presented in a clean dashboard my team can access at any time. I’m happy to work with the tools you prefer—whether that’s native CRM automation, Zapier, Make/Integromat, or custom API scripts—as long as the end result is reliable, well-documented, and easy for my team to maintain. Acceptance criteria: every workflow tested with sample data, a short loom walkthrough of the setup, and hand-off documentation outlining how to tweak or extend each automation in the future.
Projektin tunnus (ID): 40204259
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Aktiivinen 5 päivää sitten
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23 freelancerit tarjoavat keskimäärin ₹280 INR/tunti tätä projektia

Hello, MANUAL SALES TASKS SLOW DOWN CONVERSIONS Your sales processes need automation so repetitive tasks like lead follow-ups, data entry, reminders, and pipeline updates don’t slow down your team’s performance. Without reliable sales automation, your team spends valuable time on manual work, misses timely touches, and loses revenue opportunities due to inconsistent execution. IMPLEMENT SALES AUTOMATION SYSTEM I will build and configure a **sales automation solution** tailored to your workflows, including automated lead capture, follow-up sequences, task creation, pipeline status updates, email/SMS triggers, reminders, and integration with your CRM or communication tools. This includes mapping your sales stages, setting rules for automation triggers, testing sequences, and ensuring data flows cleanly between systems so your team can focus on closing deals instead of repetitive tasks. STREAMLINED SALES WORKFLOWS AND BETTER ENGAGEMENT You will receive a fully functional sales automation setup that reduces manual effort, increases response consistency, and improves engagement with prospects and customers. The final result will help your team close more deals, reduce administrative overhead, and deliver a more reliable sales process that scales with your business. Thanks
₹400 INR 40 päivässä
4,9
4,9

Hi, I specialize in sales automation and CRM integrations, helping teams move from manual pipelines to fully automated, measurable sales workflows. What I’ll deliver: Automated lead capture, scoring, and routing into your existing CRM Trigger-based email/SMS sequences that adapt to lead behavior Real-time sales dashboards showing revenue, conversion rates, and pipeline velocity Reliable workflows using native CRM tools, Zapier/Make, or custom APIs Fully tested automations, Loom walkthrough, and clear handover docs I focus on clean logic, data accuracy, and easy future maintenance. Available to start immediately. Best regards,
₹250 INR 40 päivässä
3,3
3,3

As an experienced automation specialist and strategist, I bring a wealth of knowledge and skills to the table for your sales automation project. I'm well-versed in building efficient workflows, integrating APIs, and designing clean dashboards that present key metrics in real-time. My expertise doesn't just end at the technical aspect - I focus on delivering simple yet powerful systems that are easy to maintain - just what your team needs. Having worked with various solopreneurs and scaling businesses, I understand the value of saving time and streamlining processes at all stages of growth. Through the power of n8n automation, we can ensure your entire sales pipeline is optimized from lead generation to follow-up sequences that adapt to contact behavior until a deal is closed. Lastly, my commitment to continued support sets me apart. Post-launch, I'll be available to refine, scale, or hand off any aspect of the automation. With my track record of iterative improvements and quick deliveries, I'm confident I can save your team time while propelling your sales forward through my tailored automation strategies. Lets have a chat warm regards Usama Ansari
₹250 INR 40 päivässä
2,2
2,2

Being a highly skilled and experienced data scientist with a strong background in data visualization, lead generation, and machine learning, I believe I'm the perfect fit for your Sales Automation project. I fully understand your need to transition towards an automated sales strategy, leveraging your existing CRM system. My technical proficiency includes working with popular automation tools like native CRM automation, Zapier, Make/Integromat, and custom API scripts. Drawing from my experience optimizing businesses for revenue growth online, I will build precise and efficient workflows that diligently capture, score and automate the routing of your prospects into your CRM without any manual input. With trigger-based email/SMS sequences finely-tuned to adapt to contact behavior for high engagement till deal closure, you can expect increased conversions. My commitment to not only delivering but also ensuring effective knowledge transfer is exemplified in my acceptance criteria. Expect thorough testing of every workflow, detailed documentation of the hand-off process of each automation, and a short loom video walkthrough leaving no ambiguity or room for error. Get ready to revolutionize your sales pipeline with seamless automations underpinned by actionable insights and strategies!
₹250 INR 40 päivässä
1,5
1,5

Hi there, You’re absolutely in the RIGHT PLACE. I’ve delivered SIMILAR PROJECTS multiple times and know EXACTLY how to execute this efficiently and correctly from day one. To lock down the SCOPE, TIMELINE, AND PRICING, I’ll need to ask you a few key questions. Unfortunately, Freelancer’s 1500 CHARACTER LIMIT doesn’t allow me to break everything down properly here. Let’s jump on CHAT so I can show you my PROVEN PAST WORK, walk you through the REAL RESULTS I’ve delivered, and outline a CLEAR ACTION PLAN for your project. You’ll immediately see why my approach is DIFFERENT and EFFECTIVE. If you’re serious about getting this done RIGHT, I’m ready to move forward. Looking forward to CONNECTING and WINNING TOGETHER. Cheers, Aayushaman Sahu
₹250 INR 40 päivässä
0,2
0,2

With a knack for driving digital transformation, I'm certain that I'm the right fit to automate your sales pipeline. At Prime Code Tech, my team and I specialize in building smart and scalable automation solutions, utilizing tools such as Zapier, Make/Integromat, and even custom API scripts. Harnessing the power of these technologies will make your entire sales process more efficient, from capturing leads to generating instant performance reports. My extensive experience in strategic product development also makes me well-versed in working with CRMs like yours' for automation purposes. I'll develop workflows that streamline lead generation, scoring prospects to be routed directly into your CRM—without any need for manual entry. Furthermore, my proficiency in trigger-based follow-up sequences will provide you with customized emails or SMSes that adapt to your contact's behavior to keep engagement high until the close of a deal. Lastly, my technology-focused mindset aligns perfectly with your vision of reliable, well-documented automation while ensuring ease of integration and maintenance for your team. Rest assured that each workflow will be thoroughly tested with sample data before delivering it with comprehensive hand-off documentation.
₹400 INR 40 päivässä
0,0
0,0

My name is Yussif and I specialize in building efficient, reliable, and well-documented web applications using a variety of tools, including PHP - one of the primary languages used to create robust CRM services. My expertise in both frontend and backend development will be instrumental in creating the lead generation flows, follow-up sequences and real-time reporting systems that you need for your sales automation project. Moreover, working with WordPress as one of my core skills has sharpened my ability to integrate various systems seamlessly. This extends to leveraging different automation tools like Zapier, Make/Integromat or custom API scripts. So no matter the platform or integration approach we choose – native CRM automation or external platforms - I can deliver reliable and maintainable solutions. I understand that on top of a great result, what you also require is clear communication and fast delivery. Rest assured, as an established freelancer who focuses not just on writing clean code but also on effective collaboration through the whole process, I can provide you with regular progress updates, conduct thorough tests on all built workflows with sample data and offer comprehensive handover documentation so your team can easily tweak and extend each automation in the future. Let's get started today!
₹350 INR 40 päivässä
0,0
0,0

You need a fully automated sales engine—from lead capture to closed deals—with real-time dashboards that show exactly where revenue is coming from, without your team touching spreadsheets or manual entry. I understand your CRM is ready; my job is to build the workflows, scoring logic, behavioral triggers, and reporting layer that turn it into a hands-free sales machine. Here's my execution plan: Set up lead capture forms with scoring rules (based on source, engagement, demographics) that auto-route prospects to the right sales rep Build trigger-based email/SMS sequences using your CRM's native automation or Zapier/Make—personalized by lead behavior (opened, clicked, no reply) Create a live dashboard pulling CRM data: revenue, conversion rates, pipeline velocity, deal stages, and rep performance Test all workflows with sample data, document every automation step, and record a Loom walkthrough for your team Recent outcome: Automated a B2B SaaS sales pipeline using HubSpot + Zapier—reduced manual follow-up time by 70%, increased lead-to-opportunity conversion by 28%, and delivered a dashboard tracking 12 KPIs in real time. Timeline: Week 1: Lead flows + scoring setup Week 2: Follow-up sequences + CRM triggers Week 3: Dashboard + testing + documentation Which CRM are you using, and do you already have email/SMS tools integrated, or should I recommend options?
₹250 INR 40 päivässä
0,0
0,0

Hey, can you clarify few points before moving forward? What’s slowing your sales today: delayed lead response, inconsistent follow-ups, or no real-time visibility? I’ll design the automation around fixing exactly that. I’ll turn your existing CRM into a fully automated sales engine, covering the full journey from lead capture to reporting, without locking you into brittle logic. What I’ll build: Automated lead capture, scoring, and routing directly into your CRM Trigger-based follow-ups (email/SMS) that adapt to behavior and deal stage Auto task creation, ownership updates, and pipeline movement Real-time dashboards for revenue, conversions, pipeline velocity, and follow-up health Clean, documented workflows using native CRM automation, Make/Zapier, or APIs What you’ll receive: Fully tested workflows with sample data Clear documentation + hand-off notes for future tweaks Short Loom walkthrough of the entire setup Relevant experience I’ve built CRM-centric sales automations with adaptive follow-ups, multi-channel outreach, and live performance dashboards, focused on stability, clarity, and easy maintenance. Share your CRM and preferred channels, and I’ll map the exact workflow and timeline. Looking Forward, Adeel Ahmad
₹250 INR 40 päivässä
0,0
0,0

•Sales Pipeline Automation Proposal I’m ready to fully automate your sales pipeline—from lead capture to follow-ups and real-time performance reporting—leveraging your existing CRM. Scope of Work Lead automation: Capture, score, and route leads into the CRM with no manual data entry. Follow-up sequences: Trigger-based email/SMS workflows that adapt to contact behavior and drive engagement until deal closure. Reporting & dashboards: Real-time CRM reporting including revenue, conversion rates, pipeline velocity, and key sales KPIs in clean, accessible dashboards. Tools & Implementation I can work with native CRM automation, Zapier, Make (Integromat), or custom API integrations (PHP), ensuring all workflows are reliable, well-documented, and easy to maintain. Deliverables Fully tested workflows with sample data Short Loom walkthrough of the setup Handoff documentation for future updates and scaling Outcome A scalable, fully automated sales system that improves efficiency, visibility, and conversion performance. Lucy Benitez
₹250 INR 40 päivässä
0,0
0,0

I would love to work on this project because I have been creating a similar system like this for my own business using Make/Integromat. My system will automatically capture leads and display them in Notion. I use Telegram to interact with the automations to confirm approval. Some automations I have created so far are logging PayPal invoices to a Google Sheet, sending yes/no requests to Telegram, daily overdue task reminder, new project initial tasks added, and new lead initial follow-up added. This project would enhance my current skillset and allow me to experiment with a more complex system. I look forward to hearing from you.
₹250 INR 20 päivässä
0,0
0,0

Hello, I can help move your entire sales pipeline onto an automated footing, leveraging your existing CRM to eliminate manual work and boost conversions. My focus will be on building reliable workflows, smart integrations, and clean dashboards that your team can easily maintain. Deliverables include: • Lead generation flows that capture, score, and route prospects directly into your CRM. • Trigger-based follow-up sequences (email/SMS) that adapt to contact behaviour and keep engagement high. • Real-time reporting dashboards showing revenue, conversion rates, pipeline velocity, and other key metrics. I work with native CRM automation, Zapier, Make/Integromat, or custom API scripts—selecting the best fit for scalability and ease of use. Each workflow will be tested with sample data, and I’ll provide a Loom walkthrough plus clear documentation for future tweaks. I am excited to bring the automation to your business. Let’s connect to tailor the automation to your goals. Best regards, Pushpa.
₹300 INR 40 päivässä
0,0
0,0

Hi, I can help automate your full sales pipeline—from lead capture and scoring through follow-ups and real-time reporting—using your existing CRM. I’ve built similar workflows using native CRM automation, Zapier/Make, and custom API scripts to route leads, trigger behavior-based email/SMS sequences, and surface clean dashboards for revenue, conversions, and pipeline velocity. My focus is always on reliability, clarity, and ease of maintenance. I’ll deliver fully tested workflows, a short Loom walkthrough, and clear hand-off documentation so your team can manage and extend everything confidently. Happy to discuss your current CRM setup and priorities.
₹250 INR 40 päivässä
0,0
0,0

Hey there, I help businesses fully automate their sales pipeline so no lead is missed, no follow-up is manual, and performance is visible in real time. I won’t change your strategy I’ll optimize execution inside your existing CRM. What I’ll set up for you: Automated lead capture, scoring, and routing directly into your CRM Behavior-based email/SMS follow-ups that adapt until the deal closes Clean, real-time dashboards showing revenue, conversions, and pipeline velocity Reliable integrations using native CRM tools, Zapier/Make, or APIs Everything will be tested, documented, and easy for your team to manage, including a Loom walkthrough and clear handover notes. I’ve worked hands-on with CRM automation, sales workflows, and reporting, focusing on speed, accuracy, and scalability not theory. If you want a sales system that runs itself and shows results instantly, Let’s connect and get started. Best Regards, Abdullah Sajid.
₹250 INR 40 päivässä
0,0
0,0

Hi, you want your full sales pipeline automated end-to-end: leads captured and scored into the CRM, behaviour-based email/SMS follow-ups, and real-time performance dashboards your team can trust. I focus on web-based automation with Node.js/Python, APIs, and background jobs, and I’ve already delivered a 5★ automation project on Freelancer that’s similar in spirit (data flows + reporting). For this scope I can do it as a fixed project for 2500 INR. I’d implement webhook/ingestion flows from your lead sources into the CRM, apply scoring and routing rules, and set up adaptive follow-up sequences using either native CRM automation or Zapier/Make plus custom scripts where needed. For reporting, I’d pull metrics from the CRM API into a clean dashboard (either within the CRM or a lightweight web UI backed by a database) with filters for revenue, conversion, and pipeline stages. I’ll include sample-data tests, a Loom walkthrough, and hand-off documentation as requested; estimate 5–7 days total. Which CRM are you using, and what tools are currently in your stack for email/SMS sending (e.g. Twilio, SendGrid, native CRM)? Also, how many different lead sources need to be integrated into this pipeline?
₹100 INR 40 päivässä
0,0
0,0

With 7 years of experience in sales automation, I am the best fit to complete this project. I have the relevant skills to build the workflows, integrations, and dashboards needed to automate your sales pipeline effectively. How I will complete this project: - Create lead generation flows to capture, score, and route prospects into the CRM automatically. - Develop trigger-based follow-up sequences (email/SMS) based on contact behavior to maintain high engagement until a deal closes. - Implement real-time reporting from the CRM to track revenue, conversion rates, pipeline velocity, and other key metrics in a user-friendly dashboard. Tech stack I will use: - Native CRM automation - Zapier - Make/Integromat - Custom API scripts I have worked on similar solutions in the past, ensuring that the end result will be reliable, well-documented, and easy for your team to maintain. The acceptance criteria will include testing every workflow with sample data, a loom walkthrough of the setup, and detailed hand-off documentation for future tweaks or extensions. Let me handle the automation of your sales pipeline to improve efficiency and drive better results for your business.
₹110 INR 7 päivässä
0,0
0,0

Hello Dear, I can help you fully automate your sales pipeline—from lead capture to follow-ups and real-time performance reportingusing your existing CRM. I am a Salesforce Developer & Admin with 2+ years of hands-on experience in building end-to-end CRM automations. I’ve worked extensively with Salesforce Flows, Apex, Triggers, SOQL, LWC, integrations, and dashboards. What I’ll deliver: = Automated lead capture, scoring, and routing into CRM = Trigger-based email/SMS follow-ups based on contact behavior = Real-time reports and dashboards for revenue, conversions, and pipeline velocity = Clean, scalable automation using Salesforce native tools and/or Zapier/Make/API Quality & Handover: = All workflows tested with sample data = Loom walkthrough of the complete setup = Clear documentation for future updates and extensions * Rate: ₹170 INR/hour I focus on reliable, well-documented solutions that are easy for sales teams to maintain and scale. Looking forward to working with you. Best regards, Mohhammad Khan Salesforce Developer & Admin
₹170 INR 40 päivässä
0,0
0,0

Hello, I specialize in building fully automated sales pipelines that take leads from first touch to closed deal with zero manual friction. I’ve delivered similar CRM-centric systems where lead capture, scoring, routing, follow-ups, and real-time reporting are all handled through tightly integrated workflows. For your setup, I’ll design lead generation and scoring flows that push clean data directly into your existing CRM, then build behavior-based email/SMS sequences that adapt in real time as prospects engage. I’ll also create live dashboards pulling directly from CRM data to show revenue, conversion rates, pipeline velocity, and sales performance at a glance. I’m comfortable working with native CRM automations, Zapier, Make, or custom API integrations, and I focus heavily on reliability, scalability, and documentation. All workflows will be fully tested with sample data, followed by a Loom walkthrough and clear handover docs so your team can confidently maintain and extend the system. Best regards,
₹400 INR 40 päivässä
0,0
0,0

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