
Setup Hubspot +Import from Amo CRM +Live Chat
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Post a project like this1721
€50(approx. $59)
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Trusted CRM Consultant and Data Automation Expert. Automating your business, designing your future!

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CRM, Strategy and Digital Automation Specialist - HubSpot Gold Partner
UK based Email Marketing Expert ✰ Mailchimp ✰ HubSpot ✰ Keap ✰ CRM and Automation ✰ Consultancy and Mentoring

HubSpot Certified Trainer | HubSpot Elite Partner |Marketing Automation| Salesforce | Marketo | Digital Marketing | Web Development |Web Designing
264240625373233058159226889025012292469792175047637714056071956
Description
Experience Level: Entry
Estimated project duration: 1 day or less
We are looking for a CRM guru:
1-to export all leads (including lost leads history) from Amo CRM into Hubspot
2-Set up a live chat 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 Hubspot with our " contact us" form and the questionnaire on our website
5-Integration with zoom
6-Automatic sample emails setup in the pipeline.
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-to export all leads (including lost leads history) from Amo CRM into Hubspot
2-Set up a live chat 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 Hubspot with our " contact us" form and the questionnaire on our website
5-Integration with zoom
6-Automatic sample emails setup in the pipeline.
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
Nuhaus ltd
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