Automate Process Using Pipedrive


I am a Mortgage broker in Mexico

Looking for help to automatize my sales process

Currently use Pipedrive as my CRM

Would like to link the following applications to my pipedrive account

• Calendly: So people can schedule their appointment and I can follow up through Pipedrive

• Link my email to Pipedrive so we can pre establish email templates according to the to each stage of our process

o Fill in the name of the customer

o Choose type of email to send according to the stage

• Consulting on Pipedrive if im using it correctly

• Any other suggestions that can help me automatize any process

Taidot: Process Automation, Asiakkuudenhallinta, Sähköpostien käsittely, Tiedonsyöttö

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Tietoa työnantajasta:
( 0 arvostelua ) Naucalpan, Mexico

Projektin tunnus: #30573492

12 freelanceria on tarjonnut keskimäärin $233 tähän työhön

(412 arvostelua)
(86 arvostelua)
(35 arvostelua)
(10 arvostelua)
(2 arvostelua)
(2 arvostelua)

Hey! I have studied about your project Automate Process Using Pipedrive I am professional in Process Automation, CRM, Data Entry and Email Handling, so I'am totally sure I can deliver Your project ! Please contact me t Lisää

$30 USD 5 päivässä
(2 arvostelua)

I can help you here. I have interfaced with Pipedrive numerous times and have been using it for 3 years now. Let’s discuss further to see your needs.

$200 USD 7 päivässä
(2 arvostelua)
(0 arvostelua)

Hola, tengo mucha experiencia trabajando con diferentes CRMs con diferentes compañías, prospectando y trabajando con embudos de venta, te puedo ayudar a automatizar tu flujo de trabajo. Calendly es una buena herramient Lisää

$50 USD 7 päivässä
(0 arvostelua)

I always read Emails and make best entry Hope I shall finish it on time Iam the most dedicated hard worker with my 2 masters degree MBA and MCA along with my Philosophy in Computer Science

$130 USD 7 päivässä
(0 arvostelua)
(0 arvostelua)