CRM Integration and Automated Email System

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I need assistance in developing a system that would synchronize with our CRM, Openleads, for bid surveys. Right now, we’re using Google Forms, and we’re planning on transitioning to Office 365 Forms. Here's what I require:

- CRM integration: Our new system should automatically synchronize the survey data with our CRM, Openleads.

- Automated Emails: The system should send auto-populated emails based on the survey responses.

The emails currently contain attachments. We want everything replicated

- The current sheets it links to has a ton of autopopulating numbers, attachments, features - would love to keep and add more as well

Ideal skills for this project include:

- Expert with Office 365 Forms.

- Expert in automated email systems.

- Expert with Excel and codes

- Problem-solving skills and a creative approach to integrate our requirements together.

The goal here is to transfer what we currently have to Office. We already automated our process, reducing manual labor and ensuring accuracy in our data but need to replicate plus add to it.

Looking forward to working with someone who can help!

Excel Process Automation Google Docs Office Add-ins Office 365

Projektin tunnus: #37809375

Tietoa projektista

11 ehdotusta Etäprojekti Aktiivinen 2 viikkoa sitten

11 freelanceria on tarjonnut keskimäärin $493 tähän työhön

schoudhary1553

Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are look Lisää

$500 USD 7 päivässä
(532 arvostelua)
8.4
Giovanni704

Hi there! As I have read, I see you need help and I could help you! I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this Lisää

$250 USD 1 päivässä
(60 arvostelua)
6.9
usmanbashir12100

Hi, I can help you make the most of your Microsoft 365 Suite and assist in setup and configuration, and support including Setup Microsoft Teams for Collaboration with Channels, Planner tasks and To do lists. Provid Lisää

$500 USD 7 päivässä
(18 arvostelua)
5.8
chirag9700

Hello, How are you? I have read your project description carefully and I have rich experience in this type of work. Let me tell you about my expertise. I am a Microsoft Expert. I have more than 8 years of experience Lisää

$500 USD 7 päivässä
(1 arvostelu)
3.2
nemanjaprove

Hello Hope you are doing well. As a seasoned full-stack developer for over a decade, my extensive skill set makes me an ideal candidate for your project. I have advanced knowledge in Excel and codes; this enables me to Lisää

$450 USD 7 päivässä
(0 arvostelua)
0.0
WenHui07

I hope this message finds you well. We appreciate the opportunity to assist you in transitioning from Google Forms to Office 365 Forms for bid surveys and seamlessly integrating with your CRM, Openleads. Here's a brie Lisää

$800 USD 14 päivässä
(0 arvostelua)
0.0
ImtiyazAliJafri1

Hello there, I propose seamlessly integrating Office 365 Forms and Openleads CRM to streamline bid survey processes. Can we look into specific data points that are critical for synchronisation? Do you have any prefer Lisää

$600 USD 7 päivässä
(0 arvostelua)
0.0
rups87

With a robust background in digital system optimization and a keen focus on CRM integration, I offer a comprehensive solution to enhance your bid survey process, transitioning from Google to Office 365 Forms. My expert Lisää

$399 USD 14 päivässä
(0 arvostelua)
0.0