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Make.com - Close CRM and Pandadoc

€6-12 EUR / hour

Closed
Posted 7 months ago

€6-12 EUR / hour

We are looking for a freelancer who is familiar with Make.com. We want to build a scenario to connect Close and Pandadoc. The idea is that we create our quotes through Pandadoc. Once the quote is created, it is sent to the sales person. He can check the quote and if he confirms the document, then it will be sent to the customer. For this we need a scenario at [login to view URL]: Trigger: the sales person clicks "Close" and sends the offer to the prospect. Action: It is detected that the offer was sent via Pandadoc. Then the dropdown custom field should be set to the selection option "Quote sent" in the opportunity for the lead in Close.
Project ID: 37381599

About the project

28 proposals
Remote project
Active 5 mos ago

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28 freelancers are bidding on average €11 EUR/hour for this job
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Hi there! My name is Raman and I am part of the team at CnELIndia. We are excited to hear about your project and the need to connect Close and Pandadoc. With over 18 years of experience in web and app development, we have the expertise needed to build the scenario you are looking for. We specialize in PHP, WordPress, WooCommerce, Data Scrapping, React Native and more. Our team has worked on many projects together before so we are confident that we can achieve your goal within the timeline and budget required. Additionally, our reviews speak for themselves; we have an amazing reputation for delivering results on time and within budget. If you would like to discuss more about this project please don't hesitate to reach out!
€9 EUR in 40 days
4.9 (602 reviews)
9.0
9.0
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Hey Good afternoon , Just finished reading the brief details . I see you have been looking for someone who has experience with these tech stacks Software Architecture, PHP, HTML, JSON and Make.com. I will request you to review my profile, skills, projects and customer feedbacks to confirm that I will be good fit for this job. I would like you to start the chat so we can discuss the project in detail and we will see how it goes. Questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) Thanks and regards, Awais
€23 EUR in 26 days
4.9 (126 reviews)
8.6
8.6
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Hi there, I have great knowledge of Automation tools like Zapier and Make. I can build the automation you are looking for. Let's discuss further. Thank you Muzammil
€15 EUR in 20 days
4.9 (56 reviews)
6.3
6.3

About the client

Flag of GERMANY
Stuhr, Germany
0.0
0
Member since Oct 4, 2023

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