• Projects 6
  • Rating 4.7
  • Rating 582

Budget: 6000 UAH Deadline: 6 days

Good day, Yulia! I was doing integrations with SalesDrive through their API — both the outgoing webhooks for status changes and the reverse data entry via the API key. On the Access side, I'm connecting through ODBC (pyodbc), so I will set up a two-way exchange of funnel statuses. Right away, the main question: is Access on a single PC or on a shared server/network folder? This will determine whether to run the synchronization on that machine directly or through an intermediary layer. As for the timeline — about 5-6 days.

  • Projects 34
  • Rating 5.0
  • Rating 2 790

Budget: 6000 UAH Deadline: 2 days

Hello!
I have worked many times with SalesDrive and integrated with them.
Feel free to reach out, I will be happy to help!

  • Projects 3
  • Rating 5.0
  • Rating 1 103

Budget: 6000 UAH Deadline: 4 days

I will create a two-way synchronization between SalesDrive and Microsoft Access: changes in the pipeline status in the CRM will be sent to Access, and changes in Access will update the status in SalesDrive. I will connect the CRM through their API (webhooks for changes + write back), and Access through ODBC.

Valentin Solomko

Valentin Solomko

Winning proposal
1 0
  • Projects -
  • Rating -
  • Rating 898

Budget: 6000 UAH Deadline: 6 days

Good day, Yulia.

I propose an approach to synchronization:

1. First, I will analyze the structures of both databases (Microsoft Access and CRM SalesDrive), identify key fields and triggers for status changes.
2. Next, I will implement data transfer from CRM to Access via API or direct SQL export.
3. Then — the reverse flow from Access to CRM. I will use ETL processes to ensure integrity and logging.
4. Finally - testing data integrity and error handling.
5. Implementation and final configuration of ETL processes.
6. Documentation and handover.

  • Projects 6
  • Rating 5.0
  • Rating 874

Budget: 6000 UAH Deadline: 7 days

Good day!

I have experience in integrating CRM systems, APIs, and automating business processes. I am ready to implement synchronization between SalesDrive and Microsoft Access in two stages.

In the first stage, I will set up data transfer from the SalesDrive CRM to Microsoft Access when the status of a deal or stage in the funnel changes. Data can be transferred via API, webhooks, or an intermediary service depending on the capabilities of the current configuration.

In the second stage, I will implement reverse synchronization — status changes in Microsoft Access will be automatically sent back to SalesDrive via the CRM API.

To ensure stable operation, I will provide logging of operations, error handling, and protection against duplicate records. I can also assist with auditing the current structure of the Access database and setting up further integrations.

  • Projects 38
  • Rating 4.7
  • Rating 5 358

Budget: 6000 UAH Deadline: 3 days

Hello!
I have experience working with integrations between different systems and databases. A similar task — synchronization between Microsoft Access and CRM SalesDrive — is technically understandable: bidirectional data exchange with triggers on changes in the funnel status and status in the program.
I implement it through a Python script or VBA (depending on your requirements): connecting to Access via pyodbc/win32com, interacting with SalesDrive through their REST API. The logic of the first and second stages is processed separately with appropriate checks.
Details and cost — in personal messages.

  • Projects -
  • Rating -
  • Rating 457

Budget: 6000 UAH Deadline: 3 days

Good day!
We have experience in integrating CRM, databases, and automating business processes.
We can implement two-way synchronization between **Microsoft Access** and SalesDrive:

• automatic transfer of status changes from SalesDrive to Microsoft Access;
• reverse synchronization of statuses from Access to CRM;
• protection against duplication and data conflicts;
• logging of all exchanges and error handling;
• the possibility of further expanding the integration to transfer other fields and documents.
The solution will be implemented through the SalesDrive API and the integration mechanism with Microsoft Access with maximum process automation.

  • Projects -
  • Rating -
  • Rating 584

Budget: 6000 UAH Deadline: 3 days

Synchronization of Microsoft Access and CRM SalesDrive is a familiar task. I implement a bidirectional data exchange: from CRM to Access and vice versa, maintaining integrity and avoiding duplication. Approach: I connect to SalesDrive via REST API, in Access via DAO/ODBC or direct query; I will set up triggers or a scheduler for automatic updates. Before starting, I will clarify: which specific objects we are synchronizing (contacts, deals, orders?), what the update frequency is, and if there is a priority in case of record conflicts. I am ready to show an example of integration.

  • Projects 49
  • Rating 5.0
  • Rating 3 651

Budget: 6000 UAH Deadline: 4 days

Good day!
We have done integrations between CRM and external systems via API - two-way synchronization of statuses is implemented through SalesDrive API and ODBC/VBA from the Access side.

Please let me know how often synchronization is needed - in real-time via webhook or on a schedule (once every N minutes)?

  • Projects -
  • Rating -
  • Rating 371

Budget: 6000 UAH Deadline: 5 days

Доброго дня! Так, можу реалізувати двосторонню синхронізацію Microsoft Access із CRM SalesDrive.
На першому етапі зміна статусу заявки в SalesDrive автоматично передаватиметься в Access. На другому — зміна статусу в Access оновлюватиме відповідну заявку в SalesDrive через API.
Також передбачу зіставлення статусів, журнал операцій, обробку помилок і захист від дублювання.

  • Projects -
  • Rating -
  • Rating 448

Budget: 6000 UAH Deadline: 2 days

I can set up synchronization, I have experience in administering MS Azure and commercial DevOps.

  • Projects -
  • Rating -
  • Rating 196

Budget: 12000 UAH Deadline: 5 days

We already have an almost ready solution for synchronizing CRM with local databases, which can be quickly adapted for SalesDrive and Microsoft Access - I'm available here, we can discuss it now ))

I would preliminarily estimate the first working stage at 12,000 UAH and 5 working days, provided that access to the SalesDrive API and Access structure is unrestricted. We can implement status exchange in both directions, an error log, duplication protection, manual retries of failed operations, and a simple control panel. If needed, we can add AI anomaly detection - for example, when the status in CRM and Microsoft Access diverges without a logical reason.

We would start with a status map and a test exchange on 2-3 statuses, and then connect full synchronization. It needs to be clarified - is the Microsoft Access file located on one computer, in a network folder, or on a server? Another question - do statuses in SalesDrive change via API or is an intermediate webhook needed?

Similar tasks in logic.
https://business.ingello.com/forma-crm - CRM and business processes with roles, statuses, and accounting.
https://business.ingello.com/platforma - corporate system with integrations and complex data logic.
About us for freelancehunt - https://systems-fl.ingello.com/ua

  • Projects 32
  • Rating 5.0
  • Rating 7 989

Budget: 6000 UAH Deadline: 7 days

It is necessary to connect SalesDrive and Microsoft Access in a bidirectional synchronization: statuses from the CRM are pulled into Access, and changes in Access go back to the CRM.

I will implement this through a Python script: SalesDrive has a REST API, and Access connects via pyodbc. The first direction: polling or webhook from SalesDrive, parsing status changes in the funnel, writing to the Access table. The second direction: tracking changes in Access (timestamp or trigger via VBA), PUT request to the SalesDrive API. The key risk: conflict during simultaneous changes from both sides, so I will establish priority logic and a synchronization log.

Which field in Access corresponds to the funnel status in SalesDrive, and is there already a mapping table of values between the two systems?

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