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CRM/Automation Expert Needed
- or -
Post a project like this£150(approx. $193)
- Posted:
- Proposals: 19
- Remote
- #4186884
- OPPORTUNITY
- Expired
Web and App Development | Database Expert | Database Analysis| Python Developer
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Real Estate | Leads Generation|Logo Design |Full Stack Web and App Development | Word press Expert | Shopify | Python
Zapier | Data Etnry | MS Excel | Web Scraping | Lead Generation | Make.com ( Integromat )
PPH #1 "Top Rated" Service Provider in Development & IT : Wordpress, Shopify, Magento, Squarespace, ZOHO, WHMCS, Salesforce, Vtiger, Learndash, Moodle
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software engineer|Full-Stack Software Developer| web developer| App developer | AI Engineer | WordPress
Email Marketing Specialist| KLAVIYO| MailChimp|MailerLite|Brevo| AUTOMATED Sequence/Workflows|ZAPIER SPECIALIST|Wordpress| Shopify
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Transforming Ideas into Seamless Digital Experiences: Expert in WordPress, e-Commerce, Data Entry, and Video Editing
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![Muhammad Awais T.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/9996651ab9ddf178044a5565f4a4dd3b_70x70.jpg)
![Alida Corina I.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/380495f3056cab9321b3aadb02d4dfd9_70x70.png)
![Amit K.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/19550acd74c9fa887c5d29e280ca67a0_70x70.jpg)
![Abdul R.](https://dw3i9sxi97owk.cloudfront.net/uploads/thumbs/43ac9a4cc2494bd6299041fe47ef9390_70x70.png)
Description
Experience Level: Entry
We require a developer who specialised in the below platforms:
Zapier
Brevo
CapsuleCRM
Gravity Forms (form in question found at rebategateway.org/claim)
We require numerous changes/automations to be built into our workflow.
Gravity Form Change
We would like to take out the ‘I know the details’ part of the form removed (I think there is a nested form behind it) – with the ‘Lenders List’ that comes up when ‘An insolvency Practitioner completed…..’ is selected. Forcing the client to provide us with who their lenders are.
Unemployed/Retired/Self-Employed Email
We need an email send via Brevo (this is already linked via API and is used in another automation. We need an email template sent to the client, should they be identified in the application form as Unemployed/Retired or Self-Employed. The email should have a 30 minute delay on it. We would like information to be pulled from Capsule to tailor a few pieces of information within the email to the client.
P60 Documentation Request
We currently manually send clients an email following their application should we need a copy of their P60 uploading to our website (a P60 is a tax document with their details that we require on). We would like to automate this, using a task being ticked off as the trigger and for the email (probably via Brevo) to continue being sent every 72 hours until they have provided their information (we beed an easy way to stop this email when we get the upload, so we are not annoying clients). It would be great if we could have 3 email types which get more and more urgent – with the final email continuing to be send weekly.
Zapier
Brevo
CapsuleCRM
Gravity Forms (form in question found at rebategateway.org/claim)
We require numerous changes/automations to be built into our workflow.
Gravity Form Change
We would like to take out the ‘I know the details’ part of the form removed (I think there is a nested form behind it) – with the ‘Lenders List’ that comes up when ‘An insolvency Practitioner completed…..’ is selected. Forcing the client to provide us with who their lenders are.
Unemployed/Retired/Self-Employed Email
We need an email send via Brevo (this is already linked via API and is used in another automation. We need an email template sent to the client, should they be identified in the application form as Unemployed/Retired or Self-Employed. The email should have a 30 minute delay on it. We would like information to be pulled from Capsule to tailor a few pieces of information within the email to the client.
P60 Documentation Request
We currently manually send clients an email following their application should we need a copy of their P60 uploading to our website (a P60 is a tax document with their details that we require on). We would like to automate this, using a task being ticked off as the trigger and for the email (probably via Brevo) to continue being sent every 72 hours until they have provided their information (we beed an easy way to stop this email when we get the upload, so we are not annoying clients). It would be great if we could have 3 email types which get more and more urgent – with the final email continuing to be send weekly.
![Michelle L.](https://www.peopleperhour.com/imgs/default_avatar_light_70x70.png)
Michelle L.
100% (7)Projects Completed
14
Freelancers worked with
15
Projects awarded
49%
Last project
26 Jul 2024
United Kingdom
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would have me write the content of the mails of you'd want to reuse your current content?
1092198
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