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CRM Integration and Automated Email System

$250-750 USD

Closed
Posted about 2 months ago

$250-750 USD

Paid on delivery
I need assistance in developing a system that would synchronize with our CRM, Openleads, for bid surveys. Right now, we’re using Google Forms, and we’re planning on transitioning to Office 365 Forms. Here's what I require: - CRM integration: Our new system should automatically synchronize the survey data with our CRM, Openleads. - Automated Emails: The system should send auto-populated emails based on the survey responses. The emails currently contain attachments. We want everything replicated - The current sheets it links to has a ton of autopopulating numbers, attachments, features - would love to keep and add more as well Ideal skills for this project include: - Expert with Office 365 Forms. - Expert in automated email systems. - Expert with Excel and codes - Problem-solving skills and a creative approach to integrate our requirements together. The goal here is to transfer what we currently have to Office. We already automated our process, reducing manual labor and ensuring accuracy in our data but need to replicate plus add to it. Looking forward to working with someone who can help!
Project ID: 37809375

About the project

11 proposals
Remote project
Active 14 days ago

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11 freelancers are bidding on average $493 USD for this job
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Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep
$500 USD in 7 days
4.9 (532 reviews)
8.4
8.4
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Hi there! As I have read, I see you need help and I could help you! I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this platform. I offer unlimited revisions and I don't require any payment in front. I always meet delivery deadlines working until I get the desired results. I know all the most used softwares to do this project specifically, I could even give you some other options in case you think is better to use other tools. Send me a message so I can show you my previous work and we can discuss more. Best regards, Giovanni. ......
$250 USD in 1 day
4.9 (60 reviews)
6.9
6.9
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Hi, I can help you make the most of your Microsoft 365 Suite and assist in setup and configuration, and support including Setup Microsoft Teams for Collaboration with Channels, Planner tasks and To do lists. Provide thorough training on using Microsoft Teams to its full potential. Learn about File sharing, messaging extensions, Group Chat, Audio conferencing and Meetings, cloud voice, auto call attendants etc. Train and assist in configuring other powerful tools included with Office 365 such as Bookings, Lists, Forms, Planner, Stream, Sway, To do and Whiteboard. Automate repetitive tasks with Power Automate Flows Setup Multi factor authentication and Self Service Password reset Link your Website Domain with Microsoft Office 365 and Create branded email addresses Migrate Emails to Office 365 from your existing email provider Migrate Files from Google Drive, Dropbox etc to Microsoft One Drive, SharePoint and Teams. Ongoing Administration and support
$500 USD in 7 days
5.0 (18 reviews)
5.8
5.8
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Hello, How are you? I have read your project description carefully and I have rich experience in this type of work. Let me tell you about my expertise. I am a Microsoft Expert. I have more than 8 years of experience in SharePoint and O365 technologies. Also 4+ years of experience in PowerApps, PowerAutomate, Microsoft Teams and PowerBI. Expert in design and development. I look forward to discussing your requirements further. Regards, Chirag.
$500 USD in 7 days
5.0 (1 review)
3.2
3.2
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Hello Hope you are doing well. As a seasoned full-stack developer for over a decade, my extensive skill set makes me an ideal candidate for your project. I have advanced knowledge in Excel and codes; this enables me to effectively manage both data and automate processes like what you require. My proficiency with Office 365 Forms further aids me in seamlessly integrating it with your CRM software, Openleads. Additionally, I have amassed significant expertise in creating automated email systems - a skill that is paramount for this project. Understanding that your current sheets contain numerous autopopulating numbers, attachments, and features, I assure you of my capability to maintain the existing system while still incorporating more improvements. More so, I approach challenges creatively, which would prove valuable when integrating your bid survey requirements with the new system. My creative problem-solving skills ensure I identify unique solutions tailored to suit your specific needs. I'm enthusiastic about the possibility of working with you on this project and guarantee my commitment to providing high-quality work delivered on time. Let's transform your CRM system together!
$450 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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I hope this message finds you well. We appreciate the opportunity to assist you in transitioning from Google Forms to Office 365 Forms for bid surveys and seamlessly integrating with your CRM, Openleads. Here's a brief overview of how we plan to address your requirements: CRM Integration: Expertise in Office 365 Forms will ensure a smooth transition from Google Forms to Office 365 Forms. Custom synchronization will be implemented to automatically transfer survey data to your CRM, Openleads. Automated Emails: Leveraging our proficiency in automated email systems, we will replicate your existing email structure. Attachment handling will be replicated to maintain the integrity of your current process. Excel and Code Expertise: Our team, proficient in Excel and coding, will ensure the transfer of autopopulating numbers, attachments, and additional features from your current sheets to the new system. Problem-Solving and Creativity: A problem-solving approach will be applied to ensure a seamless transfer of your automated process. Creative solutions will be explored to enhance and add new features to meet your evolving needs. Our goal is to replicate and enhance your current process, reducing manual efforts and maintaining data accuracy. We look forward to the opportunity to work with you closely and ensure a successful transition. Thank you for considering our proposal. Please feel free to reach out if you have any questions or would like to discuss further details.
$800 USD in 14 days
0.0 (0 reviews)
0.0
0.0
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Hello there, I propose seamlessly integrating Office 365 Forms and Openleads CRM to streamline bid survey processes. Can we look into specific data points that are critical for synchronisation? Do you have any preferences for automated emails' content and attachments? I will make sure that existing Excel sheet features are replicated and that new functionalities are added. How soon do you want to start this transition, and are there any deadlines or milestones to consider? My qualifications and experience include the following: Implementation, migration, integration, customisation, etc. Dynamics 365 for sales, customer service, marketing, field service, and project service automation. consulting, customisation, and custom add-ons. data migration and integration services. On-prem to online conversion, portal development (Microsoft Dynamics Portal). Custom portal development (.NET, HTML, CSS). Dynamics CRM workflow, business process workflow, Microsoft workflow. Mobile App Development (CRM as a Backend). I am looking forward to improving your bid survey system. Best regards, Imtiyaz JN
$600 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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With a robust background in digital system optimization and a keen focus on CRM integration, I offer a comprehensive solution to enhance your bid survey process, transitioning from Google to Office 365 Forms. My expertise encompasses Office 365 Forms, automated email systems, and advanced data analytics, ensuring a seamless synchronization with Openleads, enhanced auto-email functionalities, and improved data handling features to meet and expand upon your current system's capabilities. Additionally, I propose an alternative custom software solution (pricing can be discussed on chat), tailored to offer even greater flexibility and integration potential. This approach is designed to not only replicate but significantly improve upon your existing processes, adding value and efficiency to your operations. I am excited about the opportunity to discuss these options further and tailor a solution that aligns with your goals, ensuring a smooth transition and enhanced operational effectiveness for your organization. Thanks for your kind consideration.
$399 USD in 14 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Fullerton, United States
0.0
0
Member since Feb 26, 2024

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