I need custom zaps made for zapier
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Post a project like this2254
£200(approx. $251)
- Posted:
- Proposals: 2
- Remote
- #1881533
- OPPORTUNITY
- Awarded
Description
Experience Level: Entry
ZAP ONE
When a new item is added to the first section of pipedrive “initial sale”
Pipedrive sends an email template “first contact” to the customer.
Ideally I would like it to insert the [first name] name into the email.
Then the customer is moved to the next stage of the pipeline ”first contact sent”.
ZAP TWO
If the customer replies to the email
Move customer to a new stage of the pipeline “contact made”
ZAP THREE
If a deal goes rotten in the “first contact sent” stage of the pipeline.
send a canned response “first contact” from GMAIL account with [first name] inserted.
move the deal to the next stage of the pipeline named “gmail sent”.
ZAP FOUR
If customer opens the gmail, move customer from “gmail sent” stage to “contact made” section of the pipeline.
I have mailtrack connected to gmail which tracks opened emails
ZAP FIVE
If a customer in “basic results delivered” stage of pipeline makes another purchase via selz of the “full test”.
They are moved to “full test sale” section of pipeline.
I need you to edit my already existing zap “ add to pipeline”.
Because currently it makes a new entry for each sale.
I want it to recognise it’s the same customer and update them for the second sale.
Not create another entry
ZAP SIX
If customer in “Basic results delivered” stage of pipeline goes rotten.
Send email template “48 hour discount” from both pipedrive and gmail
ZAP seven
I am open to suggestions on the best way to make this one work BUT
I will be creating a PDF document to send to the customers in the pipeline.
when it is appears in dropbox ie when it is created
Is it possible to match this with the customer in the pipeline & attach it to an email template “full results”
The title of the document will be the customer name [first name] [last name].
Then move customer from “full test sale” to deal WON
zap eight
When deal goes rotten in section “sample received” section
Zap needs to send email template “first step intolerance test result”
Needs to enter [first name] into email template
If email is opened .
Move customer to basic results seen section
zap nine
When deal gets manually moved into sample received section of the pipeline
Send email template “sample received”
Adding first name to the template
Then move deal to basic results delivered
When a new item is added to the first section of pipedrive “initial sale”
Pipedrive sends an email template “first contact” to the customer.
Ideally I would like it to insert the [first name] name into the email.
Then the customer is moved to the next stage of the pipeline ”first contact sent”.
ZAP TWO
If the customer replies to the email
Move customer to a new stage of the pipeline “contact made”
ZAP THREE
If a deal goes rotten in the “first contact sent” stage of the pipeline.
send a canned response “first contact” from GMAIL account with [first name] inserted.
move the deal to the next stage of the pipeline named “gmail sent”.
ZAP FOUR
If customer opens the gmail, move customer from “gmail sent” stage to “contact made” section of the pipeline.
I have mailtrack connected to gmail which tracks opened emails
ZAP FIVE
If a customer in “basic results delivered” stage of pipeline makes another purchase via selz of the “full test”.
They are moved to “full test sale” section of pipeline.
I need you to edit my already existing zap “ add to pipeline”.
Because currently it makes a new entry for each sale.
I want it to recognise it’s the same customer and update them for the second sale.
Not create another entry
ZAP SIX
If customer in “Basic results delivered” stage of pipeline goes rotten.
Send email template “48 hour discount” from both pipedrive and gmail
ZAP seven
I am open to suggestions on the best way to make this one work BUT
I will be creating a PDF document to send to the customers in the pipeline.
when it is appears in dropbox ie when it is created
Is it possible to match this with the customer in the pipeline & attach it to an email template “full results”
The title of the document will be the customer name [first name] [last name].
Then move customer from “full test sale” to deal WON
zap eight
When deal goes rotten in section “sample received” section
Zap needs to send email template “first step intolerance test result”
Needs to enter [first name] into email template
If email is opened .
Move customer to basic results seen section
zap nine
When deal gets manually moved into sample received section of the pipeline
Send email template “sample received”
Adding first name to the template
Then move deal to basic results delivered
David H.
93% (23)Projects Completed
20
Freelancers worked with
18
Projects awarded
37%
Last project
27 Feb 2019
United Kingdom
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