Andrii S.
Offer Andrii work on your next project.
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Zaporizhzhia,
Ukraine
1 day back
available for hire
on the service 7 days 3 hours
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Successful projects
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Skills and abilities
Services
Outsourcing & consulting
Portfolio
- All works 7
- Client Management & CRM 2
- Lead Generation & Sales 1
- Enterprise Resource Planning (ERP) 4
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CRM Lead Automation: Tally → Pipedrive + WhatsApp + Slack
Enterprise Resource Planning (ERP)
Built a no-code automation that captures leads from a Tally form and routes them through a full CRM pipeline without any manual work.
When a form is submitted, the scenario checks Pipedrive for an existing contact by phone (upsert logic) — creating a new one or linking to the existing. It then creates a deal, sends a WhatsApp welcome via Whapi.Cloud, and routes the lead by budget: hot leads (>$500) trigger an instant Slack alert to the manager, smaller leads get a scheduled call task + team notification.
… Key technical challenges solved: dynamic field mapping with map/first(), upsert via If-else + Merge blocks, date localization fix for Pipedrive API, phone sanitization for Whapi.
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Typeform - HubSpot integration based on Make
Enterprise Resource Planning (ERP)
Automatic transfer of applications, contacts, and actions data of potential clients from Typeform (a cloud service for creating interactive online forms, surveys, questionnaires) directly to #HubSpot (a cloud platform and intelligent CRM system that combines tools for marketing automation, sales, customer service, and content creation).
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Telegram bot - Telegram manager - GoogleSheets - Notion
Enterprise Resource Planning (ERP)
Automatic transfer of applications, contacts, and actions data of potential clients from a #telegram bot (a virtual assistant working within the Telegram messenger) with a notification to the client about the receipt of the application. Data transfer to Google Sheets and Notion (a workspace that combines note-taking, databases, kanban boards, calendars, and knowledge bases), with a notification to the manager in Telegram.
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Tally - WhatsApp - Pipedrive Integration
Enterprise Resource Planning (ERP)
Automatic transfer of applications, contacts, and actions data of potential clients from #tally (a modern online form builder for creating dynamic forms, surveys, and questionnaires) directly to #pipedrive (a cloud-based CRM system and sales management platform), with notification to the manager via #WhatsApp bot.
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Integration of Tally - Notion - Slack based on Make
Client Management & CRM
Automatic transfer of applications, contacts, and actions data of potential clients from #tally (a modern online form builder for creating dynamic forms, surveys, and questionnaires) directly to #notion (a service that combines note-taking, databases, kanban boards, calendars, and knowledge bases) for further processing and sales execution, with data transfer to #slack (a corporate messenger for team communication and collaboration).
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Integration of Tally - Airtable based on Make
Client Management & CRM
The process of automatic transfer of applications, contacts, and actions data of potential clients from #tally (a modern online constructor (form builder) for creating dynamic forms, surveys, questionnaires) directly to #airtable (CRM systems, email databases) for further processing and making sales.
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Integration of Fillout Forms - Google Sheets - Telegram bot
Lead Generation & Sales
The process of automatic transfer of applications, contacts, and actions data of potential clients from #Fillout Forms (a modern online form builder for creating dynamic forms, surveys, questionnaires) directly to #GoogleSheets (CRM systems, email databases) for further processing and sales, with notification to the manager in #Telegram bot.