Setting up Hubspot + make.com

Enterprise Resource Planning (ERP), Client Management & CRM — incorrectly specified categories?

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It is necessary to set up CRM for the SaaS service and automate some processes using make.com (for example, processing requests from the website)

There are the following scenarios for receiving requests:

Account registration for Demo access
1. In this case, we create a lead/opportunity and activate a Demo period for 2 weeks
2. After 2 weeks, the Demo ends
3. The user can either switch to a paid plan or decline
4. The user can also switch after some time
5. The user can also pay immediately, and the Demo will end
6. The user can invite other users to their account. In this case, the deal amount may change
Request for Request Demo
1. In this case, the client is processed with sales
2. Movement through the funnel, manual comments on the deal/opportunity
3. Closing the deal or losing it
4. Here, client qualification is needed, mainly works for large companies
Request for partnership
1. Partners can go through qualification and sell our services
2. Or bring clients through affiliate-link or referral link
3. If a new user registers through a partner - there must be a connection with that partner
General contact form
1. Receiving any questions/requests from the user
Form for sending a request to support

Clients can come from the following sources:

Directly from the website (form filling)
Directly from the application (registration)
From the mobile application
Filling out a form on Google /Meta Forms

Traffic can come from such advertising sources:

Google Ads
Meta Ads
Email campaign
Organic search
Website

Advertising sources can be divided by campaigns (by advertising campaigns) through UTM tags

In the response, it is necessary to indicate similar experience and funnels/systems that have been implemented

Proposals 1

Oleg M.

22 0

Budget: 20000 UAH Deadline: 7 days

Alexander, good day!

I have over 2 years of experience in building CRM funnels and automations for B2B based on make and native integrations (HubSpot, Pipedrive, NetHunt, etc.). I am ready to set up HubSpot for you (funnels for Demo, Request Demo, partners, support) and scenarios in make.com for processing applications from the website/app/forms taking into account UTM tags and traffic sources.

Can we discuss the details?

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Oleksandr K.
Kyiv, Ukraine
Котляров О.С., ФОП

Projects 87
Rating 4.9
Rating 14 786

Oleg M.

Proposals are currently absent

Current freelance projects in the category Enterprise Resource Planning (ERP)

Remote access to PC

Setting up a simple CRM in SendPulse for a travel company

Create 3 reports for analyzing the performance of the sales floor.

"Implementation of Microsoft 365 for managing electrical installation projects"

Automate work in Google Sheets