Monday.com & Zapier Automation Expansion

$2-8 AUD/ tunnissa

Käynnissä

Julkaistu noin kuukausi sitten

$2-8 AUD/ tunnissa

I’m ready to take the [login to view URL] sales CRM setup we already rely on and push it to the next level. Our premium Zapier account handles a handful of basic flows today, but I want those automations expanded so that sales-pipeline stages update themselves, hand-offs trigger the right task assignments, and key moments automatically fire off tailored emails through our preferred email platform. Here’s what I’m aiming for: • Robust, end-to-end sales pipeline automation that keeps every deal card current without manual intervention. • Dynamic task creation and assignment so the right teammate sees the right item the instant a stage changes. • Seamless email platform integration—think automated follow-ups, status notifications, and internal alerts perfectly synced to [login to view URL] activity. I’ll supply access to our current boards, existing Zaps, and the email service. Your job is to analyse what’s built, spot gaps, recommend improvements, then implement and test each updated workflow so it runs reliably at scale. Clear documentation of every step and a quick walkthrough when you’re done will be the final deliverable.

Zapier

Monday.com

Automation

Projektin tunnus (ID): 40309183

Tietoa projektista

39 ehdotukset

Etäprojekti

Aktiivinen 25 päivää sitten

Haluatko ansaita rahaa?

Sähköpostiosoite

Freelancerin tarjouskilpailun edut

Aseta budjettisi ja aikataulu

Saa maksu työstäsi

Kuvaile ehdotustasi

Rekisteröinti ja töihin tarjoaminen on ilmaista

Myönnetty käyttäjälle:

@okechukwu1

As a workflow designer with proficiency in [login to view URL] and Zapier, I am well-equipped to take your current sales CRM setup to the next level. I understand that robust and streamlined processes are crucial for team productivity, and that's exactly what I bring to the table. My expertise lies in designing end-to-end workflows, cleaning up and restructuring systems, implementing automations, and documenting SOPs in a way that scales with the team's growth. This aligns perfectly with your vision of expanding your [login to view URL] automation to ensure every deal card stays up-to-date without manual intervention, tasks are assigned seamlessly, and emails are tailored and perfectly synced to system activities. Through my work, teams have experienced fewer missed deadlines, clearer accountability, reduced duplicated work, and ultimately business tools that support their goals instead of slowing them down. My experience isn't limited to a single industry; I've successfully collaborated with startups, consultants, and remote teams who needed structure without bureaucracy. Let me help you transform your current [login to view URL] setup into a powerful sales automation machine—efficiently and effectively.

$19 AUD 40 päivässä

4,6

(6 arvostelut)

5,4

39 freelancerit tarjoavat keskimäärin $14 AUD/tunti tätä projektia

@webperfection123

Hi, I can help you enhance your current setup by automating updates and task assignments seamlessly. To achieve this, I’ll analyze your existing Zaps and boards, identify gaps, and implement robust automations that keep your deals up-to-date without manual input. This will include dynamic task creation to ensure efficiency as stages change, as well as integrating your preferred email platform for automated communications like follow-ups and notifications. With 5+ years of experience in automation and CRM systems, I’ll ensure everything functions reliably at scale and provide clear documentation plus a walkthrough upon completion. Let me know if you’re ready to proceed! Best Regards, Priyanka

$8 AUD 40 päivässä