Setup ActivCompaign Import from Amo CRM and Hubspot +Live Chat
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€150(approx. $162)
- Posted:
- Proposals: 5
- Remote
- #3336531
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Description
Experience Level: Entry
Estimated project duration: 1 day or less
We are looking for a CRM guru:
1-Export all leads (including lost leads history) from Amo CRM and Hubspot
2-Set up a live triggered chat/Bot with the leads generation and transcript notification in the lead card of the client
3-Set up pipe line and adjust lead cards in the pipeline for domestic clients(name, mobiles, emails, address)
4-integrate ActivCompaign with our " contact us" form and the questionnaire on our website
5-Integration with zoom +Office 365 Email| Calendars
6-Automatic sample emails to set up in the pipeline after the online form is completed by customers.
7-Email Parsing
8-Basic automation through the pipeline with follow-up Emails
9-Creating Contacts and deals as per domestic clients requirements
General Notes:
1-In this case, we can export leads from amoCRM then import them into HubSpot, or could also consider connecting amoCRM to HubSpot account using a platform like Zapier
2-Here is a link for our knowledge base article by the way that covers the process of data export: https://www.amocrm.com/support/kb/export/
In relation to lost leads(won/lost) archive :
We need to go to Leads view, search/filter, then pulldown menu for the stages, choose all of them, then export and then export active leads and also the won/lost
1-Export all leads (including lost leads history) from Amo CRM and Hubspot
2-Set up a live triggered chat/Bot with the leads generation and transcript notification in the lead card of the client
3-Set up pipe line and adjust lead cards in the pipeline for domestic clients(name, mobiles, emails, address)
4-integrate ActivCompaign with our " contact us" form and the questionnaire on our website
5-Integration with zoom +Office 365 Email| Calendars
6-Automatic sample emails to set up in the pipeline after the online form is completed by customers.
7-Email Parsing
8-Basic automation through the pipeline with follow-up Emails
9-Creating Contacts and deals as per domestic clients requirements
General Notes:
1-In this case, we can export leads from amoCRM then import them into HubSpot, or could also consider connecting amoCRM to HubSpot account using a platform like Zapier
2-Here is a link for our knowledge base article by the way that covers the process of data export: https://www.amocrm.com/support/kb/export/
In relation to lost leads(won/lost) archive :
We need to go to Leads view, search/filter, then pulldown menu for the stages, choose all of them, then export and then export active leads and also the won/lost
Projects Completed
99
Freelancers worked with
102
Projects awarded
73%
Last project
12 Apr 2024
Ireland
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