Professional with knowledge in Pipedrive and Zapier

Job Description:

The flow the summary will be:

We will use Pipedrive CRM

Using Pipedrive's Advanced plan - Integrating ZOHO emails (It will not be necessary to export old emails and contacts) I'll leave from now on only the new contacts that arrive at Zoho.

We use the budget sending software called Goprospero. He is Proposeful style. You will need to use Zapier to do this integration.

Follow link: [login to view URL]

We will use Docusign to send contracts.

We will use Asaas to send invoices and bank slips.

Develop a Chatbot for Whatsapp.

So the final flow would look like:

Website contacts will arrive via whatsapp or email.

These contacts will already go up to Pipedrive, in a sales funnel.

We will send the quote to the client via Pipedrive.

Customer closes contract, we send the Docusign.

We send the Invoice and Bill to the Customer.

I left a Mind Map to facilitate understanding.

Taidot: PHP,, Tietojärjestelmäarkkitehtuuri, Asiakkuudenhallinta, Zapier

Tietoa asiakkaasta:
( 31 arvostelua ) São Paulo, Brazil

Projektin tunnus: #35257617

29 freelanceria on tarjonnut keskimäärin $483 tähän työhön


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Hi there! I’ve read your brief and I'm interested in your project. Well, let me introduce myself and my team, Myself Ramesh and I am highly experienced for this project and my entire team is also highly experienced Lisää

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Good Day to you, First off, I appreciate you for reviewing our proposal. We are the 3DCube agency of professional Designers and developers. We have over 8+ experience working with diverse clients. Being a experienced Lisää

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Hi, 12+ Years of Experience of PHP | 556+ Projects Completed And I also have a team. Work with us to do complete your project

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Greetings I can surely help you for Pipedrive and Zapier I am in the IT industry since more than a decade and serve so many clients for building and rebuilding websites, software and applications and I have strong Lisää

$250 USD 2 päivässä
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Hi there, Nice to meet you. I am very interested in your project. And I want to do your project with my own ability. I will do my best for you. I have experienced for that and have many skills in that area. I have don Lisää

$500 USD 7 päivässä
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