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Podio and Zapier expert needed -- 2

$15-25 USD / hour

Closed
Posted over 2 years ago

$15-25 USD / hour

Requirements: --->JP invesyments -All the status fields that is present on Podio in New vendor lead make them appear on Zapio -Automatically make the number appear on his phone when he clicks "call" on Podio -When someone calls him from CRM/podio system (registered user) get their name on the phone (he has the Podio app on his phone) get pop up notification with "this is James Smith calling" -on the tasks section in Podio, give the option of viewing the tasks of all platform users -set up a new automation, connecting the Mailchimp app on Podio with maybe Zapier? to send an automated email to leads whose status is Dead/Not Selling or Junk/Not a lead -----> Avance Developments (another workstation on Padio) -When database is uploaded, the contact details is automatically taken and added from company’s house database (UK business registry database) [login to view URL] Can you take the data from Company House database, find directors, create multiple fields for each director inside the database of the Avence Developments? -Inside commercial agents app - Set up automatic remainder for follow ups with all commercial agents
Project ID: 32856323

About the project

1 proposal
Remote project
Active 2 yrs ago

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About the client

Flag of ARMENIA
Echmiatsin, Armenia
5.0
2
Payment method verified
Member since Dec 7, 2021

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