Apptivo CRM setup

Transferring from 17Hats, Smartsheets to Apptivo

We will need the following setup:

Transfer contacts from 17Hats to Apptivo

3 Users and privileges setup

Templates (already made)

Automation and workflows (time and event triggers)

Google Form to create new contact integration

Google Form to update notes/description in contact

Set up with payments, invoicing, quotes, receipts, esign contracts

Ability to make relationships with contacts

Email integrations (3 emails)

Phone calling and texting

Skills: CRM

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About the Employer:
( 0 reviews ) Spring, United States

Project ID: #31884745

3 freelancers are bidding on average $216 for this job


PHD IN SOFTWARE DEVELOPMENT AND ARCHITECTURE. EXPERT IN ABOVE NAMED SKILLS. HELLO DEAR CLIENT! Thank you for sharing your project details, I have read and understood them. Am interested in your project and I would lik More

$200 USD in 7 days
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Hi, I'm Arun Isravel from Apptivo CRM Customization and Migration expert of 4+ yrs of working experience in Apptivo Software Private Limited. I was previous employer of Apptivo. I could have great experience in Apptiv More

$247 USD in 6 days
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Hello my name is Efrain Gomez. I am Project Manager. I am an expert in the implementation of CRM Apptivo. I am analyzing, diagnosing, and designing workflows that are later implemented in the CRM, adapting the best pra More

$200 USD in 5 days
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