Phoenix - Your AI AssistantAutomate your CRM data sync and cleanup, crm automation
Delivery in
3 days
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What you get with this Offer
Duplicate contacts, outdated records, and data scattered across tools that don't talk to each other are one of the most common (and most quietly expensive) CRM problems, sales reps working from stale information, marketing emailing duplicate contacts, reports that don't add up because two systems disagree on the numbers.
I'll build automation that keeps your CRM data synced with the other tools you use and deduplicates records on an ongoing basis, so you're not manually reconciling spreadsheets every week just to trust your own data.
What's included:
CRM data sync with your other connected tool(s)
Automated deduplication/cleanup logic
Error handling so sync failures don't silently corrupt data
Documentation
1 round of revisions
I'll build automation that keeps your CRM data synced with the other tools you use and deduplicates records on an ongoing basis, so you're not manually reconciling spreadsheets every week just to trust your own data.
What's included:
CRM data sync with your other connected tool(s)
Automated deduplication/cleanup logic
Error handling so sync failures don't silently corrupt data
Documentation
1 round of revisions
What the Freelancer needs to start the work
Which CRM and which other tools need to sync with it?
What's currently going wrong? (duplicates, outdated data, manual reconciliation)
Do you have admin/API access to the systems involved?