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Zapier + Gmail + BoldTrail (kvCORE) Workflow Setup & Email Deliverability Optimization (Real Estate) I’m a Commercial & Residential Real Estate Agent, and I’m building an automated outreach and lead management system using: Zapier Gmail (Google Workspace) Google Sheets BoldTrail CRM (kvCORE) I’m looking for an experienced freelancer to review, optimize, and finalize my workflow to ensure it works smoothly in a real-world setting and maintains high email deliverability. Project Overview I have a system that: Sends personalized outreach emails to business owners (from Google Sheets via Zapier + Gmail) Tracks responses and stops follow-ups when a reply is received Moves engaged leads into my CRM (BoldTrail / kvCORE) What I Need Help With Review and improve my Zapier workflow structure Ensure proper setup of: Gmail sending (avoid spam/promotions) Threading (same email conversation) Filters, delays, and conditions Optimize the transition from Zapier to BoldTrail CRM Advise on best practices for: Email deliverability (very important) Cold outreach structure (non-spammy, 1:1 feel) Identify any risks or inefficiencies in my current system Key Priority This system will be used with real clients, so I need someone who understands: Email deliverability (SPF, DKIM, sending behavior, etc.) CRM workflows in real estate How to balance automation with personalization Ideal Candidate Strong experience with Zapier (multi-step Zaps, Gmail, filters, delays, paths) Experience with email deliverability and cold outreach systems Familiar with Google Workspace (Gmail sending best practices) Experience with BoldTrail / kvCORE (highly preferred) Bonus: Experience in real estate, B2B outreach, or lead generation systems Engagement Short-term project (setup and optimization) Potential for ongoing support Open to live walkthrough or screen share To Apply, Please Include Examples of similar workflows you’ve built Your experience with email deliverability Your experience (if any) with BoldTrail / kvCORE Any initial suggestions based on this project Note I am building a professional, scalable outreach system — not a mass spam tool. Quality, deliverability, and long-term usability are my top priorities. If you’re a good fit, I’d be happy to share my current workflow privately.
Projektin tunnus (ID): 40331413
20 ehdotukset
Etäprojekti
Aktiivinen 10 päivää sitten
Aseta budjettisi ja aikataulu
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Rekisteröinti ja töihin tarjoaminen on ilmaista

Hy friend, I have read your requirements and fully understand what you want. You need an expert to review and optimize your automated outreach and lead management system utilizing Zapier, Gmail, Google Sheets, and BoldTrail (kvCORE). I can enhance your workflow by ensuring seamless Gmail integration to avoid spam, optimizing the transition to BoldTrail CRM, and implementing best practices for email deliverability and cold outreach. My work speaks louder than words. Please check these relevant projects: ✔️ [login to view URL] ✔️ [login to view URL] ✔️ [login to view URL] ➡️ What I'll Deliver: - Optimized Zapier workflow - Enhanced email deliverability strategies - Effective transition to BoldTrail CRM ✅ Skills & Experience: - Zapier (multi-step workflows) - Email deliverability expertise - BoldTrail / kvCORE familiarity I'm excited to discuss this project further and bring your vision to life! Best, Moizam Bilal
$110 USD 3 päivässä
4,9
4,9
20 freelancerit tarjoavat keskimäärin $32 USD tätä projektia

Hi, I can review and refine your Zapier-based outreach system to make it stable, scalable, and safe for real-world use. I’ll optimize your multi-step Zaps (filters, delays, paths, and Gmail actions), ensure proper email threading, and cleanly structure how leads move from Google Sheets into BoldTrail (kvCORE) without data loss or duplication. A key focus will be deliverability. I’ll audit your Gmail setup (SPF, DKIM, sending patterns), improve email sequencing to maintain a natural 1:1 feel, and reduce spam/promotions risk. I’ll also identify any inefficiencies or risks in your current workflow and suggest practical improvements based on real outreach systems. You’ll receive a fully optimized workflow, clear configuration of all steps, and guidance on best practices for ongoing use. I can also provide a short walkthrough so you’re confident managing and scaling it. Best regards, Usman Bashir
$100 USD 7 päivässä
6,3
6,3

Hi, I can review and optimize your Zapier, Gmail, and BoldTrail workflow to make it stable, clean, and ready for real world use. I have strong experience building multi step automations with proper filters, delays, and CRM integrations while keeping deliverability and personalization as the top priority. I will refine your email flow, improve threading and reply detection, and ensure smooth syncing into your CRM. I will also guide you on best practices for SPF, DKIM, sending behavior, and structuring outreach so it feels natural and avoids spam issues. I have built similar outreach and lead management systems and can quickly identify gaps and improve performance. I am available for a live walkthrough and can get this optimized fast. Let us connect.
$100 USD 2 päivässä
4,7
4,7

My name is Nitin and my team and I at STR Softwares LLP specialize in exactly what you need: automation. With over a decade of Python development experience, we've become proficient with a broad array of tools that will enable us to effectively improve your existing system to deliver optimal results. Our team structure ensures you'll always have a dedicated tech lead working on this project, closely verifying every Zap, filter, delay or condition to make sure they're working harmoniously and towards the same goal. Moreover, given your emphasis on personalized but efficient emailing--a challenge we're well-versed in--our expertise in data extraction and intelligent solutions would be an advantage. For example, we can leverage on our web scraping skills to augment the existing system's ability to gather valuable insights that enhance the personalization aspects of your outreach efforts. Ensuring high email deliverability is a core focus for us as well; we understand SPF, DKIM, have a nuanced grasp of sending behaviour, and can apply our knowledge appropriately to optimize your Gmail-based workspace.
$20 USD 2 päivässä
3,5
3,5

Hi, I can help you refine and optimize your Zapier + Gmail + Google Sheets + BoldTrail (kvCORE) workflow to ensure smooth automation and high email deliverability. I have strong experience building multi-step Zaps (filters, delays, paths), Gmail threading, and integrating lead flows into CRMs. I also focus heavily on deliverability best practices (SPF, DKIM, sending behavior, personalization) to keep outreach in the primary inbox and avoid spam issues. I’ve worked on similar lead generation and outreach systems and can quickly identify inefficiencies, improve structure, and ensure your system is scalable and reliable. Happy to review your current setup and walk through improvements with you. Best regards, Mufaqir Abbas
$11 USD 1 päivässä
3,4
3,4

Your Zapier-Gmail-BoldTrail workflow needs proper email deliverability setup and CRM integration to avoid the spam folder with real clients. I'll audit your current Zaps, fix the Gmail threading and filters, then optimize the handoff to BoldTrail while keeping that 1:1 personal feel you want. Built something similar with my multi-site content automation system that handles email sequences and CRM data flow across multiple platforms. Also created automated social posting that maintains engagement without triggering spam filters. You can check out more automation work at ffulb.com. Can start immediately once I take a look at your Zapier setup and Gmail workspace. Need access to your Zapier account, Gmail API credentials, Google Sheets, and BoldTrail API keys to properly configure everything. Should have this running smoothly within a few days.
$16 USD 2 päivässä
2,2
2,2

I’m confident we can streamline your Zapier, Gmail, and BoldTrail setup to create a seamless, professional outreach system that meets your real estate goals. We’ve designed workflows for various service-based businesses that need automated yet personalized engagement and lead management. I bring strong off-platform experience optimizing email deliverability and multi-step Zapier automations. Your focus on clean threading, filters, and non-spammy outreach resonates—ensuring emails land in inboxes not promotions. I’m familiar with Gmail sending best practices and CRM workflows. Key skills include automation, email deliverability protocols, and CRM integration. We can chat more about your workflow and fine-tune it to perfection. Let’s turn those leads into loyal clients with a smooth system. Let's have a chat, Alicia
$24 USD 14 päivässä
0,7
0,7

Hello there. - How do you currently handle email deliverability issues to ensure your emails don't land in spam? - Are there specific conditions or filters in place for your workflow to adjust based on responses? This project sounds great. I can help streamline your Zapier setup, focusing on automation without sacrificing personalization. My approach will include optimizing Gmail configurations to improve deliverability and reviewing how leads transition to your CRM. I faced a similar challenge when optimizing outreach systems, and I learned the importance of balancing automated and personalized communication. I improved deliverability by refining email settings and ensuring proper threading to keep conversations organized. With solid experience in Zapier and a good understanding of real estate workflows, I can help you achieve a robust and effective system. What specific features do you want to maintain in your current email outreach system?Hope to discuss more on chat. Best, Andrii.
$15 USD 1 päivässä
0,0
0,0

Hello there, I understand that you are seeking an experienced freelancer to optimize and finalize your automated outreach and lead management system using Zapier, Gmail, Google Sheets, and BoldTrail CRM (kvCORE) for your Commercial & Residential Real Estate business. Proposed Solution: I will review and enhance your Zapier workflow structure, ensure proper setup of Gmail sending to avoid spam/promotions, optimize the transition to BoldTrail CRM, and advise on best practices for email deliverability and cold outreach structure. Key Deliverables: 1. Review and improve Zapier workflow structure 2. Ensure proper setup of Gmail sending and threading 3. Optimize transition to BoldTrail CRM 4. Advise on best practices for email deliverability and cold outreach structure Portfolio & Skills: I bring extensive experience in Zapier, email deliverability, and CRM workflows, with a focus on automation and personalization. I have successfully optimized similar workflows for clients in various industries. Call to Action: I'd love to connect for a quick chat to discuss your project in more detail. Best regards, Minhal
$20 USD 2 päivässä
0,0
0,0

I have been working on similar works with real estate clients to optimize their business processes and workflows using cutting-edge technology. My core competency revolves around Google Sheets, and I can leverage this expertise to refine your existing Zapier workflow to ensure seamless integration between your Gmail, Google Sheets, and BoldTrail CRM systems. Moreover, as an IT professional working at one of the most reputable research organizations in the world - The Council for Scientific and Industrial Research - I bring a high level of integrity and data protection mindset to all my projects. Given my excellent technical support track record, you can rely on me for ongoing support even after this initial setup and optimization project is complete.
$20 USD 7 päivässä
0,0
0,0

Hello, I have reviewed your project requirements and I can help you build and optimize your automated outreach and lead management system using Zapier, Gmail, Google Sheets, and BoldTrail (kvCORE). I have experience creating multi-step Zapier workflows with Gmail, handling filters, delays, and paths to ensure smooth automation and accurate lead handling. For this project, I will: * Review and optimize your existing Zapier workflows * Ensure Gmail sending is properly configured for better deliverability * Maintain proper email threading for natural conversation flow * Set up conditions to stop follow-ups when replies are detected * Ensure smooth transfer of engaged leads into BoldTrail / kvCORE * Advise on email deliverability best practices (SPF, DKIM, sender reputation) * Identify and fix risks or inefficiencies in the current setup I understand the importance of quality, professional outreach — not mass spamming — and I will help ensure your system is reliable, scalable, and built for long-term use. I am available for a live walkthrough or screen-share session to finalize the workflow and make sure everything runs correctly in real-world use. Looking forward to working with you. Best regards, Ashish
$20 USD 7 päivässä
0,0
0,0

Dear Client, I have experience supporting real estate systems and workflows, and I understand how tools like kvCORE and Zapier are used to automate tasks and improve efficiency. I am currently working with a real estate agent in Texas, handling CRM-related tasks and process support. I am confident I can help optimize your workflow effectively. I’m ready to start and would be happy to discuss your specific needs. Best regards, Finnie
$20 USD 7 päivässä
0,0
0,0

Hi, Thanks for the detailed breakdown — your approach is solid and exactly how a scalable real estate outreach system should be built (automation + deliverability + CRM integrity, not spam volume). I specialize in building and optimizing Zapier + Google Workspace + CRM workflows, with a strong focus on cold email deliverability, sequencing logic, and clean CRM handoffs. Your use case (Sheets → Gmail → reply detection → BoldTrail/kvCORE) is a very common high-performance setup when properly structured. How I would help you I would review your entire system end-to-end and optimize: Zapier workflow structure (reduce failures, duplication, and inefficiencies) Gmail sending setup for better inbox placement (not promotions/spam) Proper threading + reply detection so follow-ups stop instantly when needed Overall deliverability safety (SPF, DKIM, DMARC, domain reputation behavior) Key focus areas I’ll prioritize Email deliverability (critical for cold outreach success) Human-like automation (avoiding spam triggers) Reliable CRM syncing (no lost or duplicated leads) Long-term scalability of the system I like your direction especially that you’re prioritizing quality and deliverability over mass sending, which is usually what separates systems that scale from those that get flagged or break. If you’re open, I’d be glad to review your current workflow and point out quick improvements before we even begin a full optimization. Looking forward to your response.
$30 USD 3 päivässä
0,0
0,0

Are you wedded to Zapier for this, or open to Make for better scalability? I just finished moving a few clients from Zapier to Make, its literally 30x less expensive and handles complex conditional logic like email threading and reply-tracking much better. Assuming your lead data in Google Sheets is structured properly, the biggest risk here is burning your Google Workspace domain. I will first audit and configure your SPF, DKIM, and DMARC records to ensure your emails actually land in the primary inbox, not spam. I can then set up the workflow to use Gmail's Message-ID for perfect 1:1 threading. Once a reply comes in, a filter will immediately kill the follow-up sequence, I'll then push the engaged lead straight into BoldTrail. This should only take a few hours, but it depends on how complex your follow-up delays are. Send me a message and lets get started.
$10 USD 2 päivässä
0,0
0,0

Hi, I can optimize your KvCORE & Zapier workflow to improve efficiency and reduce manual labor. I have experience with workflow automation using Zapier and understand the importance of seamless integration with KvCORE. My approach involves analyzing your current workflow, identifying bottlenecks, and implementing optimized Zapier connections to streamline your processes. Using my expertise in workflow automation, I will deliver a customized solution that meets your specific needs. The estimated delivery time is 2 days, and I will provide you with a detailed report of the optimized workflow, including any necessary documentation. I offer 1 free revision to ensure your satisfaction. I'll keep you updated on progress. Please let me know if you have any questions or need further clarification. Best regards
$22 USD 2 päivässä
0,0
0,0

Hi, I’ve worked with Zapier + Gmail + CRM automation systems, and your setup is solid—but I can already see where things might break at scale (especially deliverability and reply tracking). I can help you: Optimize your Zapier workflows (no duplicates, clean logic) Ensure follow-ups stop instantly on replies Properly sync leads into BoldTrail (kvCORE) with tagging & segmentation Fix email deliverability (SPF, DKIM, DMARC, sending limits) Most setups fail when volume increases—I’ll make sure yours doesn’t. Quick question: how many emails/day are you planning to send? Let’s get this running smoothly. Best, Pratha Raj
$20 USD 7 päivässä
0,0
0,0

I’m a strong fit for this project due to my experience in sales, lead generation, and customer communication. I understand how to create personalized outreach that drives responses and builds real client relationships. I have worked with structured workflows and CRM-style processes, ensuring leads are properly tracked and followed up. I’m also quick to learn tools like Zapier, Gmail automation, and CRM systems such as BoldTrail (kvCORE). Most importantly, I focus on combining automation with a human touch—helping improve deliverability, engagement, and overall results.
$15 USD 7 päivässä
0,0
0,0

Results-driven professional with a strong background in business operations and coordination, now transitioning into AI-powered workflow automation and digital transformation. Experienced in analyzing business processes, identifying inefficiencies, and supporting operational workflows across teams, with a practical, business-first approach to automation.
$35 USD 7 päivässä
0,0
0,0

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