Integrator KeepinCRM
Trigger on creating a Deal in the "Reactivation" funnel in case of Deal failure in the main funnel. Trigger on creating a note with instructions on working with the deal in the Deal at the 1st contact stage immediately after transitioning to the stage. Trigger on creating a task for the responsible employee at the 1st contact stage 2 weeks after transitioning to the stage. Trigger on creating a task for the responsible employee at the 2nd contact stage 2 weeks after transitioning to the stage. Trigger on creating a task for the responsible employee at the 3rd contact stage 4 weeks after transitioning to the stage. Trigger on creating a task for the responsible employee at the 4th contact stage 8 weeks after transitioning to the stage. Trigger on creating a task for the responsible employee at the Interest stage 2 days after transitioning to the stage. Trigger on creating a Deal in the main funnel at the Successful stage of the "Reactivation" funnel immediately after transitioning to the stage. Trigger on closing a Deal in the "Reactivation" funnel at the Successful stage immediately after transitioning to the stage. Remove unnecessary notifications - many notifications that can distract from work. Add additional conditions to two identical triggers related to different funnels.
Creating a trigger for creating a Lead on an incoming call from an unknown number. Creating a trigger for creating a Lead on a missed call from an unknown number. Creating a trigger for creating a task "Call back" to the Lead on a missed call from an unknown number.
Current freelance projects in the category Client Management & CRM
Set up WhatsApp for the company so that it is not blocked, WhatsApp Business API specialist.Set up WhatsApp for the company to avoid being blocked, WhatsApp Business API specialist» * «Configuration of WhatsApp Business for the sales department» * «Integration of WhatsApp with CRM» * «Anti-ban WhatsApp BusinessIt is necessary to set up business WhatsApp to avoid being… Software & Server Configuration, Client Management & CRM ∙ 1 day 2 hours back ∙ 4 proposals |
It is necessary to set up KeyCRM for water delivery.It is necessary to set up KeyCRM for water delivery. There is already an account Pitnavoda24. Tasks: custom role fields (accounting for tariffs — issued/received/remaining), employee roles (owner, dispatcher, driver, warehouse), connecting Viber and Telegram, WhatsApp System & Network Administration, Client Management & CRM ∙ 1 day 5 hours back ∙ 15 proposals |
Respond to Customers (CRM & Communication)This is a one-week project to see how things go before agreeing on a longer-term arrangement. Key responsibilities would include: Responding to customer emails and text messages promptly with direct, personalized communication rather than relying heavily on templates.… Customer Support, Client Management & CRM ∙ 1 day 12 hours back ∙ 11 proposals |
BaseLinker settings (Base)It is necessary to set up Base Linker for operation. The main focus is on warehouse management. Product sets. Possibly assistance with integration with the website and warehouse. Client Management & CRM ∙ 1 day 22 hours back ∙ 6 proposals |
Integration of 1C with CRMIn the distribution company "broken" 1C, it needs to be integrated with the CRM salesDrive to use the full functionality of the CRM, + upload data processing for 1C, + integration of 1C with the application Payment Systems Integration, Client Management & CRM ∙ 3 days 5 hours back ∙ 8 proposals |