In Progress

Automate Process Using Pipedrive

Hello

I am a Mortgage broker in Mexico

Looking for help to automatize my sales process

Currently use Pipedrive as my CRM

Would like to link the following applications to my pipedrive account

• Calendly: So people can schedule their appointment and I can follow up through Pipedrive

• Link my email to Pipedrive so we can pre establish email templates according to the to each stage of our process

o Fill in the name of the customer

o Choose type of email to send according to the stage

• Consulting on Pipedrive if im using it correctly

• Any other suggestions that can help me automatize any process

Skills: Process Automation, CRM, Email Handling, Data Entry

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About the Employer:
( 0 reviews ) Naucalpan, Mexico

Project ID: #30573492

12 freelancers are bidding on average $233 for this job

(412 Reviews)
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RavenSolutions

Hey! I have studied about your project Automate Process Using Pipedrive I am professional in Process Automation, CRM, Data Entry and Email Handling, so I'am totally sure I can deliver Your project ! Please contact me t More

$30 USD in 5 days
(2 Reviews)
2.9
croll12

I can help you here. I have interfaced with Pipedrive numerous times and have been using it for 3 years now. Let’s discuss further to see your needs.

$200 USD in 7 days
(2 Reviews)
2.6
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carlosliera

Hola, tengo mucha experiencia trabajando con diferentes CRMs con diferentes compañías, prospectando y trabajando con embudos de venta, te puedo ayudar a automatizar tu flujo de trabajo. Calendly es una buena herramient More

$50 USD in 7 days
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Ahun7008

I always read Emails and make best entry Hope I shall finish it on time Iam the most dedicated hard worker with my 2 masters degree MBA and MCA along with my Philosophy in Computer Science

$130 USD in 7 days
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