Automation of lead processing and CRM systems

Budget: 2000 EUR Deadline: 7 days

Hello, I worked on a CRM system for a logistics company with the tag: 7748, where I automated the processing of 500+ leads daily and integrated with 5 different sources. Numbers: increased conversion by 40%.

What is the main problem with the current lead processing - are contacts being lost or do you take too long to process requests?

I suggest we get in touch, I will consult you for free on the technical side and we will create a development plan + I will tell you about my team! ✨

Budget: 1000 EUR Deadline: 20 days

I understand, here is the final version of the proposal without links, which you can simply copy and send to the client. Hello, Irina! I have reviewed your automation scenario. This is a well-developed technical specification. As a specialist in business process architecture and CRM implementation, I am ready to implement this system "turnkey," ensuring complete data transparency at every stage. My proposals for implementation and optimization: Qualification logic (Make vs Zapier): I recommend using Make (Integromat). This will allow us to implement more complex filtering and segmentation logic (IF/ELSE) without unnecessary subscription costs, as well as set up advanced error logging for stable operation of the entire integration. Deep segmentation in the Quiz: We will set up branching so that the status (Qualified/Not Qualified) is assigned instantly based on your criteria, such as registration in Jobcenter, current status, and readiness for training. Data will go to HubSpot already with a priority tag. HubSpot automation: I will set up not just a funnel, but full-fledged Workflows. For example, for "Qualified" leads, we will create a trigger that not only assigns a task but also sends the manager an instant notification with a summary of the quiz responses for quick preparation for the call. Multichannel communications: We will set up automatic sending of Email sequences (5–7 templates) and prepare the groundwork for WhatsApp integration, so notifications reach clients as quickly as possible. Duplicate protection: I will implement logic to check by Email or phone before creating a new contact in HubSpot, so your database remains clean. My experience: I have confirmed experience working with HubSpot and building complex automated funnels for educational and service projects. As a result, you will receive not only a functioning system but also a visual diagram of all connections, as well as management instructions.

Budget: 200 EUR Deadline: 2 days

Hello! I am very interested in your project, as it requires not just setting up services, but creating a holistic and stable ecosystem for data collection and filtering. I have experience in developing complex integrations and automating business processes, so I will help you implement this scenario as effectively as possible.

My proposals for implementation:

Instagram & ManyChat: I will set up an automatic trigger for the keyword "teacher," which will instantly send a link to the quiz. This will help maintain the user's attention at the moment of greatest interest.

Omnichannel Quiz: I will integrate an external quiz (for example, Marquiz or a custom solution) so that traffic from Meta Ads and your website flows into one point. This will ensure a unified qualification logic regardless of the lead source.

Automatic qualification: This is the most interesting part. I will set up a "filtering" logic: if the user's answers do not meet the requirements of Bildungsgutschein, the system will politely suggest an alternative or send them to the database for further nurturing.

Transfer to CRM and tasks for managers: Only "warm" leads will enter your CRM with all the answers from the quiz. I will set up automatic task creation for the manager with a deadline for processing, so that no hot application is lost.

Technical reliability: As a developer, I guarantee safe operation with APIs and stable data transmission without loss through webhooks.

I understand the importance of data cleanliness for the German market and the specifics of working with educational projects.

I suggest discussing the details:

What CRM do you plan to use?

Has a platform for the quiz already been chosen, or should I suggest the best option?

I am ready for a detailed discussion and a quick start! Expand

Budget: 800 EUR Deadline: 14 days

Hello! I studied the file with the scenario description — the task is completely clear. Portfolio: github.com/vitalivo
I am currently leading a project on automation: collecting data from different sources, building triggers and webhooks, bringing everything to a unified structure. So the logic of the lead pipeline is familiar to me from the inside, not just from the description.
Regarding your task: a quiz with branching and segmentation, Make for integration, HubSpot with a funnel and workflows, ManyChat for Instagram, email sequences — all of this is feasible and I understand how to keep it all together without chaos.
I will do it carefully: I will document the scheme of how everything is connected, test each scenario including duplicate contacts and edge cases, and provide it with an explanation of how to make changes independently.

Budget: 200 EUR Deadline: 1 day

Good day. I am ready to complete this project as I have extensive experience in application development.

Budget: 100 EUR Deadline: 14 days

Good day, Irina! I am implementing a lead processing system and CRM on Make.com. I am ready to discuss the details and start working.

Budget: 800 EUR Deadline: 25 days

Hello! I am ready to complete your task, I have experience working with similar projects.

Budget: 5000 EUR Deadline: 21 days

Hello!

I have reviewed your description - the task is clear, and it is not just an integration, but a full-fledged lead processing and qualification system.

I can implement a "turnkey" solution for you:

• a single quiz with branching logic and data collection
• automatic lead segmentation (qualified / not qualified / nurturing)
• integration through Make/Zapier with duplicate protection
• correct data transfer to HubSpot CRM (with pipeline and field setup)
• workflow setup (notifications, tasks for managers, follow-up chains)
• Instagram integration through ManyChat (auto-response + transition to quiz)
• basic email chains

I will do it not just "to make it work," but taking into account the funnel logic and further scaling.

I work in stages:

Designing the logic (quiz + segmentation)
Setting up integrations and CRM
Testing the entire chain
Providing instructions

Deadline: 14–21 days
Cost: 3000–4500 € + service fee Expand

Budget: 200 EUR Deadline: 1 day

Hello!

We are dZENcode – a full-cycle digital solutions development company: from design and programming to integrations and post-release support. We take on projects from scratch and connect to the improvement of existing solutions.

We can help with the automation of lead processing and CRM tailored to your task.

Can we discuss the content of the attached document right here? What processes do you want to automate first?

You will find detailed information about our services and rates on our website: Freelancehunt
Take a look – after that, we can discuss the details and agree on the next step.

⚠️ After clarifying all the details, we will determine the scope, the suitable format of cooperation: by task, outsourcing, or outstaffing, and the final cost.

Why projects with us are guaranteed to reach release:
💎 10+ years providing IT services;
🔥 90+ in-house specialists;
🚀 250+ public reviews since 2015;
⚙️ We support the product according to SLA after launch;
✅ We work under NDA and a contract with the company! Expand