Freelance Salesforce Jobs

opportunity

Link Google ads conversions to Salesforce

We are currently using a small number of conversions on Google ads (website contact form submissions and phone number clicks primarily) and are wanting to link our CRM system with Google ads to provide qualified on and offline conversions back into Google to register as a conversion and use the data for the algorithm learning. The two conversions previously mentioned are set up as primary conversions and we’re wanting to link up and start utilising a Salesforce action initially as a secondary conversion. After a period of monitoring and data gathering switch this over to a primary conversion to allow google to start optimising for this Salesforce action within our google ads account. We therefore need an individual who is experienced in Google Data Manager and has previous expertise at integrating CRMs into Google Ads. The scope of the work should be: An initial consultation meeting where myself and the sales director can fully explain the goals and show the current Salesforce infrastructure Followed by an implementation where we make any necessary Salesforce tweaks required to map leads correctly whilst you ensure the data is being correctly grabbed and stored within the google ads side. Subsequent troubleshooting throughout a pilot study where we are only using this as secondary conversion until we are confident in data accuracy. We're attaching a proposed strategy for this period. Please reply with anything you feel is being overlooked or you will need from us to ensure this initial consultancy meeting is as in depth as possible.

Salesforce Sales Cloud Initial Build

We require an experienced Salesforce Administrator/Consultant to configure a brand-new Salesforce Sales Cloud organisation from scratch. This is a greenfield implementation with no legacy system to migrate. Required Configure Accounts, Contacts, Leads and Opportunities Set up user profiles and security Create opportunity stages Configure activities and tasks Build reports and dashboards Configure email integration (Microsoft 365) Duplicate management Basic automation using Flows only where appropriate Data import templates (CSV) Documentation and handover Nice to have Experience in Facilities Management or B2B services Experience integrating with Microsoft 365 Experience with web-to-lead forms We are not looking for Apex development Custom Lightning components Complex coding Over-engineered solutions Deliverables Fully configured Salesforce org Administrator guide One remote training session Fixed-price quotation To keep the first phase focused, I'd suggest these objects: Accounts Contacts Leads Opportunities Tasks Campaigns Then create: 5–10 reports 2–3 dashboards 3–5 simple Flows (not dozens) Microsoft Outlook integration Duplicate rules Basic lead assignment You can always add more once you're using the system.

Real-Time Customer Success Collaboration Assistant

I am looking for an experienced Customer Success professional to support our team in real time during customer onboarding, support calls, and account reviews. Our business provides a SaaS platform for small and mid-sized companies. We need someone who can join customer calls, help answer product and process questions, take clear notes, and make sure each customer receives timely follow-up. Key responsibilities: - Join customer onboarding and support meetings when needed - Help guide customers through product setup and best practices - Record action items, customer concerns, and feature requests - Send follow-up emails and keep customer records updated - Identify customers who may need extra support or training - Work with our product and support teams to resolve customer issues - Help create simple customer guides, FAQs, and onboarding materials - Provide a short weekly report on customer feedback, risks, and progress Requirements: - Experience in Customer Success, Account Management, or SaaS Support - Strong spoken and written English - Comfortable speaking with customers on Zoom, Google Meet, or Teams - Experience with CRM tools such as HubSpot, Salesforce, or Zoho - Organized, responsive, and able to work during agreed business hours Please share your relevant experience, availability, hourly rate, and an example of how you helped improve a customer’s experience.

Full Stack Dev, Membership E-commerce Platform-Shopify+CRM+Auto

Lead Full-Stack Developer (Freelance) – Build a Membership-Based E-commerce Platform Key skills should include: Shopify development Custom app development Subscription/payment systems CRM integration (Salesforce or similar) API development Mobile-first responsive design AWS or Azure hosting Git/version control Experience working alongside a marketing agency

opportunity

Senior Salesforce Developer (APEX / .NET / Azure)

Senior Salesforce Developer (APEX/.NET/Azure): Seeking an experienced developer for a long-term contract to design, build, and maintain enterprise-grade internal systems and API integrations between Salesforce and backend applications. Responsibilities include authoring APEX classes, triggers, test classes, and LWCs; building REST/SOAP integrations; developing C#/.NET backend services; leveraging Azure services and DevOps CI/CD pipelines; enforcing security, scalability, and Salesforce best practices; conducting code reviews, troubleshooting production issues, and maintaining technical documentation. Required: 5+ years Salesforce development, strong APEX, LWC, C#/.NET, REST/SOAP integrations, Azure DevOps, Azure services, Git, and deep understanding of Salesforce data/security models and governor limits.

Telecaller/ Business Development Manager for REPLYfairy

We are seeking a dynamic and energetic Telecaller/Business Development Manager to join the team at REPLYfairy. In this role, you will be the driving force behind expanding our client base through proactive outreach and relationship building. Your enthusiasm and communication skills will help us connect with potential clients, promote our services, and foster long-term partnerships. This paid position offers an exciting opportunity to develop your sales expertise in a fast-paced environment while contributing to our company's growth. Responsibilities Initiate outbound calls to prospective clients using telemarketing techniques to generate leads and schedule appointments Engage with potential customers confidently, clearly explaining our services and value propositions in English Maintain detailed records of all interactions within CRM (Customer Relationship Management) software Follow up with leads regularly to nurture relationships and convert prospects into loyal clients Update and manage client information accurately within CRM systems to ensure seamless communication flow Skills Proven experience in B2B sales, telemarketing, or business development roles preferred Strong communication skills in English Familiarity with Salesforce or other CRM software for managing customer data and tracking sales activities Excellent verbal skills with the ability to persuade and build rapport quickly over the phone Ability to work independently, stay motivated, and meet targets consistently Demonstrated organizational skills with attention to detail in recording interactions and follow-ups Join us at REPLYfairy and be part of a vibrant team dedicated to growth, innovation, and success! This is an excellent opportunity for motivated individuals eager to make an impact through energetic outreach and strategic business development. Pay: £13.00 per hour Work Location: Remote

Salesforce Admin help

Hi, looking for a SFDC admin to take some basic tweaks off my hands. Troubleshooting user role/profile permission issues, currency managment, flow errors, cross-object dependencies... You should be well versed and experienced in everything SFDC admin related. the projects will be small, I expect you'll take an hour per task max, but there are tons of tasks and requests.

API Integration & CRM Automation Specialist Needed

API Integration & CRM Automation Specialist Needed (Long-Term Opportunity) We're looking for an experienced API Integration & CRM Automation Specialist to help streamline our business processes and build reliable automation workflows. Responsibilities - Integrate third-party APIs (REST APIs, webhooks, OAuth) - Set up and optimize CRM platforms (HubSpot, Salesforce, Zoho, Pipedrive, etc.) - Build automation workflows using tools like n8n, Make.com, or Zapier - Connect applications such as Google Workspace, Slack, Stripe, Airtable, Notion, OpenAI, and other SaaS platforms - Troubleshoot and maintain existing integrations - Create scalable, well-documented automation solutions Required Skills - Strong experience with REST APIs, JSON, webhooks, and authentication methods - Hands-on experience with at least one major CRM platform - Experience with automation tools (n8n preferred, Make.com or Zapier also acceptable) - Ability to understand business workflows and translate them into automated systems - Strong debugging and problem-solving skills - Good communication and fluent English Preferred - Experience with OpenAI or other AI APIs - Knowledge of JavaScript or Python - Experience with databases such as Airtable, Supabase, or PostgreSQL To Apply Please include: 1. Your top 3 API integration projects. 2. Which CRM platforms you've worked with. 3. Which automation tools you use most. 4. A brief explanation of the most complex workflow you've built. 5. Your hourly rate and availability. We're looking for someone who focuses on quality, reliability, and long-term collaboration—not someone who only connects apps using basic templates.

Remote Admin & Tech Assistant

We are seeking a reliable and professional Remote Admin & Tech Assistant to join our company. This role is ideal for someone with strong communication skills, excellent organizational abilities, and a basic understanding of technology. You do not need to be an experienced software developer. We value professionalism, reliability, and the willingness to learn new tools and workflows. Must currently reside in the United States and be authorized to work in the U.S. Fluent English speaker with excellent verbal and written communication skills. Own a reliable laptop or desktop computer and have a stable internet connection. Strong organizational and multitasking skills. Comfortable using: Email and calendars Google Workspace and Microsoft Office Zoom, Google Meet, and Microsoft Teams Online collaboration tools Ability to work independently in a remote environment. Quick learner with strong attention to detail. Basic understanding of computers and web applications. Previous remote work experience is preferred. Experience in customer support, operations, executive assistance, or project coordination. Familiarity with CRM systems such as Salesforce or Zendesk. Basic knowledge of Python, Java, React, or Vue is a plus but not required. Experience testing websites or reporting software issues. Assist with day-to-day administrative and technical tasks. Manage schedules, emails, and online communications. Test simple web applications and report bugs or issues. Participate in virtual meetings and communicate effectively with team members. Follow instructions from senior team members and complete assigned tasks on time. Learn new tools and processes as needed. Support various projects and help improve operational efficiency. To help us evaluate communication skills, shortlisted candidates will be asked to submit a 1–2 minute self-introduction video in English and participate in a brief video interview. We are looking for someone who is: Professional and dependable Comfortable working remotely An excellent communicator Organized and detail-oriented Eager to learn and grow

CRM Developer / CRM Automation Specialist

We are looking for an experienced CRM developer to help design, build, and optimize our customer relationship management system. The ideal candidate should have experience with CRM platforms, workflow automation, API integrations, and customer lifecycle management. Responsibilities: * Configure and customize CRM platforms (HubSpot, Salesforce, Zoho, Microsoft Dynamics, or similar). * Build and optimize sales, marketing, and customer support workflows. * Create custom fields, pipelines, dashboards, and reports. * Integrate the CRM with third-party applications via APIs, webhooks, or automation tools (Zapier, Make, etc.). * Automate lead capture, nurturing, and follow-up processes. * Import, clean, and manage customer data. * Troubleshoot CRM issues and recommend best practices for improving efficiency. Required Skills: * Proven experience with one or more major CRM platforms. * Strong understanding of CRM architecture and business processes. * Experience with REST APIs and system integrations. * Knowledge of workflow automation tools. * Excellent communication skills. * Ability to work independently and deliver high-quality solutions. Qualifications: * Experience with custom CRM development. * Familiarity with SQL, JavaScript, or Python. * Experience integrating CRMs with websites, payment gateways, email marketing platforms, and ERP systems. Please include: * Examples of CRM projects you've completed. * Which CRM platforms you specialize in. * Relevant automation or integration experience. * Your estimated timeline and fixed-price quote. * Your hourly rate for future work. We are looking for a reliable CRM specialist who can recommend best practices, deliver clean solutions, and become a long-term technical partner for future CRM enhancements.

opportunity

Product Designer (UI/UX) Needed to Redesign AI SaaS Platform

Project Overview We are building an advanced AI-powered business automation platform that helps businesses manage AI employees, customer communication, CRM, marketing automation, analytics, and business workflows. The platform is already developed and functional. We are now looking for an experienced Senior Product Designer / SaaS UI/UX Designer to redesign the entire user experience and interface into a modern, premium, clean, and easy-to-use product. This project is focused on product design, UX improvement, and visual redesign. No major backend or functionality development is required. About the Role We need a designer who can think like a product owner, not only create attractive screens. The goal is to transform the platform into a world-class SaaS product with: - Simple user experience - Premium modern design - Clear user journeys - Consistent branding - Professional SaaS interface - Easy navigation for non-technical business users The final product should feel like a combination of leading platforms such as: - Apple (simplicity and premium feel) - Notion (clean workflow) - HubSpot (business usability) - Salesforce (professional SaaS structure) - Linear (modern interface) Current Platform Status The application is already functional. Existing modules include: - Dashboard - AI Manager (central AI assistant) - AI Phone Agent - AI Assistant - CRM / Leads Management - Social Media Management - Content Studio - Email Campaigns - Advertising Management - Analytics - Projects & Tasks - Knowledge Base - Business Profile - Integrations - Billing - Settings The selected designer will improve the experience and interface without changing the existing business logic. Main Responsibilities The designer will: UX Research & Audit - Review the current platform - Identify usability problems - Analyse user flows - Recommend improvements - Improve information hierarchy UI Redesign Create modern designs for: - Dashboard - All application modules - Navigation system - Forms - Tables - Cards - Settings pages - User onboarding - Empty states - Loading states - Error states Design System Creation Develop a complete design system including: - Colour palette - Typography - Spacing system - Buttons - Components - Cards - Forms - Tables - Icons - Responsive rules Responsive Design Create: - Desktop experience - Tablet experience - Mobile-friendly application design The mobile experience should feel like a professional app. Important Design Requirements The design should be: ✓ Modern ✓ Minimal ✓ Premium ✓ Easy to understand ✓ Fast to navigate ✓ Business-focused ✓ Consistent across all modules The platform should reduce complexity and help users complete tasks quickly. Deliverables The freelancer must provide: 1. Complete UX audit report 2. User flow improvements 3. Full Figma design files 4. Complete SaaS design system 5. Redesigned screens for all modules 6. Mobile responsive designs 7. Developer-ready specifications 8. Component documentation Preferred Experience Must have: - 5+ years UI/UX design experience - Strong SaaS product design portfolio - Experience designing dashboards and complex applications - Advanced Figma skills - Experience creating design systems - Understanding of user experience principles Preferred: - Experience with AI products - Experience with CRM platforms - Experience working with React/Next.js developers - Experience designing B2B SaaS platforms Working Process The project will be completed in milestones: Phase 1: UX audit and recommendations Phase 2: Design system creation Phase 3: Module-by-module redesign Phase 4: Mobile optimisation Phase 5: Final review and developer handover Important Please do not apply if you only create attractive landing pages. We need someone experienced with complex SaaS applications, dashboards, and business platforms. The priority is not only visual improvement but creating an intuitive product experience that users can understand immediately. When Applying, Please Provide: 1. Portfolio of SaaS products you designed 2. Examples of dashboards or web applications 3. Your experience with Figma design systems 4. Estimated timeline 5. Estimated project cost 6. Your recommended approach for improving this product We are looking for a long-term design partner who can help create a world-class AI business platform.

Salesforce Commerce Cloud Developer SFRA Project

SFCC Salesforce Commerce Cloud) Developer SFRA Small Project + Ongoing Work We're looking for an experienced SFCC developer to help with a small initial project, with the strong possibility of significantly more ongoing work for the right people. We have a few sites on SFCC, running SFRA with a custom storefront cartridge. Live production environment. Initial project find / replace and reinstall certain tracking codes Making sure all events fire correctly and nothing is double-counting or missing Some Follow-on work (separate engagement, for the right fit) Replacing Bazaarvoice reviews plugin Re-implementing a new product page design Re-implementing a new category page design Ongoing cartridge work, plugin swaps, and PDP/PLP iterations How we work - You'll be working directly with our team - Expect regular video calls and screen-sharing sessions, we work through problems live, not over async tickets - This is NOT a "send me the brief and I'll come back in two weeks" job, and it's NOT a job you can run through AI and submit. We need someone who can think on their feet, explain their approach, and be hands-on with us - Standard Git workflow... you'll work on your own sandbox, push to a branch, PR for review Must have Required experience - Strong, demonstrable SFCC / B2C Commerce experience (SFRA specifically) - Cartridge development, ISML templates, JS controllers, Business Manager config - Experience installing/swapping third-party cartridges ( tag management, search, etc.) - Solid understanding of tracking implementation on SFCC - Git, VS Code, Prophet Debugger or the official SFCC extension - Clear English communication and comfortable on video calls **Nice to have:** - B2C Commerce Developer certification - Bazaarvoice cartridge experience - Page Designer experience - Server-side GTM experience To apply, please message me and we will need to go through 1. Specific SFCC sites/projects you've worked on, what you built, your role with examples 2. Your SFRA vs SiteGenesis experience split Any SFCC certifications We'll do a short intro call before any work starts and will ask you to walk us through past work on a screen share. Applications without specific SFCC project examples will be skipped.

opportunity

Design a Salesforce Flow

I need an individual who can design a Salesforce Flow which will make a global action called "create service kit", add to the stock of this product item in a location, and adjusting the stock for all the product items that are required to make this service kit. This would preferably open a screen-flow for the user so they can choose the machine name and service kit year, which will then inform the flow for which service kit to generate. There will be 12 types of service kits in total, each using a varied number of parts. I am attaching a copy of all the parts required based on each service kit. All items already have their own Product Item record, with related lookup Product. It is essential this is completed within 2 weeks as we will need it deployed by the end of the month.

Pardot specialist - email setup for UK charity

We’re looking for an experienced UK-based freelance Pardot marketing specialist to support an education charity in designing and implementing improved email marketing to schools and educators, including initial setup and template development. We’re looking to improve the depth of our engagement with new and existing customers over the next quarter. To do this, we need to improve the way we use email marketing to convert prospects and drive up sustained engagement. We want you to review our Pardot/Salesforce Account Engagement setup and develop a standard way of working to reach target segments, including developing standard templates for types of email, setting up some basic automations, and designing an engagement programme for us to pick up from you after the project. You’ll work alongside our small products and external relations teams, as part of a current project on increasing sales. While we're aiming to adapt our approach as we progress, the current expected deliverables are: a written review of our current setup and a proposed approach to email product marketing and engagement using Pardot; a targeted email product marketing plan for the next quarter; email templates and a segmentation plan; and examples of targeted email content to hit key segments. You’ll need to be UK-based, experienced in using and customising Pardot/Salesforce Account Engagement, experienced in identifying target segments and building customised journeys, and experienced in designing Pardot email templates and content.

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Secure digital onboarding portal with Salesforce integration

We are Citipost Mail (Citipost Ltd), a UK-based B2B mail and communications provider, seeking an experienced developer or small team to build a secure digital customer onboarding portal and workflow for new business accounts. Our current process is manual and paper-heavy (Application for Credit, Agency Application Form, Customer Service Agreement and T&Cs, Direct Debit mandates). Average onboarding from application to fully signed CSA is around 15 days; we want to significantly reduce this through automation, better UX, and tighter workflow control. A core requirement is proven Salesforce CRM integration experience, as the portal must integrate with our Salesforce instance with both push and pull data flows. Scope Customer journey Sales triggers onboarding and generates a secure, unique link for the prospect. Prospect completes an online journey (standard or agency account), with conditional fields and document sets based on account type and payment method. Prospect uploads supporting documents (e.g. company letterhead, DD mandate) and signs digitally. Save-and-resume, accessible UI, and validation for key fields (company registration number, postcode, VAT, bank details). Workflow and approvals Automatic routing to Credit Control for checks and setting credit terms. Generation of the correct CSA pack (full CSA + T&Cs or CSA form + online T&Cs link) plus DD mandate where applicable. Internal counter-signature flow for Commercial/Legal. Status tracking from “Onboarding” to “Active” once fully signed and approved. Automation, dashboards, reporting Configurable email reminders for incomplete forms and unsigned CSAs/DDs, with escalation when SLAs are breached. Internal dashboards for Sales, Credit Control, and Support showing pipeline, live status, bottlenecks, and overdue tasks. Basic analytics on onboarding duration, drop-off points, and signed/returned agreement rates. Data, integrations, compliance Capture all existing form data in a structured database: company details, trading/registered addresses, VAT, contacts, services required, anticipated spend/volume, agency flags, payment terms and methods. Role-based access control and full audit trail (submissions, approvals, comments, document versions). GDPR-compliant data handling, encryption in transit and at rest, aligned to UK data standards. Salesforce integration (essential) Push onboarding data, documents, statuses, approvals, and signed milestones into Salesforce. Pull relevant Salesforce data to pre-populate forms, validate records, and avoid duplicate entry. Advise on object mapping, API approach, authentication, sync logic, and error handling. Please only apply if you can show previous work integrating a custom portal or workflow system with Salesforce CRM (bi-directional if possible). Other integrations & admin Ability to integrate with finance systems (e.g. Sage) and e-signature platforms (e.g. DocuSign, Adobe Sign). Admin interface to manage form fields, workflows, approval rules, email templates, and SLAs without code changes. Scalable, flexible architecture to support higher volumes, new product lines, and potential internationalisation. Deliverables Technical discovery and proposed architecture/tech stack. Design and build of the onboarding portal (front-end and back-end). Salesforce CRM integration (push and pull). Implementation of agreed finance and e-signature integrations. Dashboards/reporting for core onboarding KPIs. Documentation, handover, and admin training. What we’re looking for Proven experience delivering secure B2B onboarding/workflow portals with multi-step forms, approvals, and e‑signatures. Demonstrable Salesforce integration experience with a custom portal or external application. Experience integrating with CRM/finance systems and e-signature tools. Strong understanding of data security, GDPR, and role-based access. UK-based or very familiar with UK data protection and compliance. Please include in your response Links/examples of similar portals or Salesforce-integrated workflow systems you’ve built. Details of your Salesforce integration experience (including any bi-directional integrations). Proposed tech stack and approach. Estimated timeline and ballpark budget for an MVP aligned to this scope.

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Business Development Manager – UK Commercial Energy Sales

Business Development Manager – UK Commercial Energy Sales Location: Remote (Overseas Applicants Welcome) Employment Type: Full-Time Company: JSR Energy Consultancy About Us JSR Energy Consultancy is a UK-based energy consultancy specialising in helping businesses reduce their gas and electricity costs through expert procurement, contract management, and energy-saving solutions. We work with businesses across multiple sectors throughout the United Kingdom and are looking to expand our sales team with experienced professionals who understand the UK commercial energy market. Role Overview We are seeking a highly motivated and experienced Business Development Manager to generate new business opportunities and secure commercial energy contracts with UK businesses. This position is only suitable for candidates with previous experience selling energy, utilities, or related B2B services to UK businesses. The successful candidate must have excellent spoken and written English, be confident speaking with UK business owners and decision-makers, and possess a strong understanding of the UK commercial energy market. Essential Requirements UK Market Experience (Mandatory) Minimum 2 years' experience in commercial energy sales, utility brokerage, energy consultancy, or a related B2B sales role targeting UK businesses. Proven track record of generating leads and closing deals with UK companies. Strong understanding of UK business gas and electricity contracts, renewals, and procurement processes. Experience speaking directly with UK business owners, directors, and decision-makers. English Communication Skills (Mandatory) Fluent English with a clear and professional speaking voice. Excellent verbal communication skills suitable for telephone and video sales. Strong written English for emails, proposals, and client communications. Ability to build rapport and conduct professional business conversations with UK-based clients. Applications from candidates without strong English communication skills or UK B2B sales experience will not be considered. Key Responsibilities Prospect and engage UK businesses via telephone, email, LinkedIn, and other channels. Generate qualified leads and develop a consistent sales pipeline. Conduct energy reviews and identify cost-saving opportunities for clients. Present commercial energy solutions and negotiate contracts. Build long-term relationships with business owners and key decision-makers. Meet and exceed monthly sales and revenue targets. Maintain accurate records within the company CRM system. Stay informed about UK energy market trends and supplier offerings. Work closely with management to achieve business growth objectives. Desired Skills Commercial energy brokerage experience. Utility sales experience. B2B telesales experience within the UK market. CRM experience (HubSpot, Salesforce, Zoho, etc.). Strong objection-handling and closing skills. Self-motivated and target-driven mindset. Performance Expectations The successful candidate will be measured on: New business opportunities generated. Number of qualified appointments and proposals. Commercial energy contracts secured. Revenue generated. Conversion rates and sales performance. What We Offer Competitive salary. Attractive commission structure. Performance-based bonuses. Long-term career opportunities. Ongoing support and training. Opportunity to work with a growing UK energy consultancy.

Data Engineer(Salesforce CRM)

We are looking for an experienced Data Engineer to help clean, standardize, and structure large volumes of real estate and regulatory compliance data. This role focuses on transforming messy, inconsistent datasets into a reliable and scalable data foundation that supports reporting, compliance tracking, and future automation. You will work closely with our business and technical teams to understand data logic, resolve inconsistencies, and design a clean, structured data environment. Responsibilities -Review and analyze existing datasets (leases, units, tenants, occupancy, rent, compliance) -Identify inconsistencies, duplicates, and missing or conflicting records -Standardize naming conventions, unique IDs, and relationships -Clean and transform data from spreadsheets, CSVs, and system exports -Build master datasets for properties, units, tenants, and leases -Develop repeatable data-cleaning workflows or pipelines -Implement data validation and quality checks -Create documentation (data dictionary, mappings, business rules) -Generate exception reports for data issues requiring review Required Skills -Strong experience with SQL and Python -Experience with ETL / data transformation workflows -Solid understanding of data modeling and relational databases -Experience cleaning messy, multi-source datasets -Strong knowledge of data validation and data quality practices -Ability to work independently and communicate clearly

Apollo io

We require some support in setting up Apollo io, we would like to link to email, set up email, link to our CRM which is Salesforce, build email list and set up email campaigns.