Automate Contact Creation in CRM
Budget: £10 – £15 GBP
I need to automate the process of detecting incoming non-contact emails in HighLevel CRM and creating new contacts for them. The CRM uses Outlook to receive emails.
Key Requirements:
- Automatically identify emails from non-contacts.
- Create new contact profiles with full contact details.
- Apply custom tags to each new contact.
Ideal Skills and Experience:
- Experience with HighLevel CRM and Outlook integration.
- Proficiency in automating contact creation processes.
- Ability to implement custom tagging systems.
I've included an overview of information provided to me that might be the steps of the project.
Key Requirements:
- Automatically identify emails from non-contacts.
- Create new contact profiles with full contact details.
- Apply custom tags to each new contact.
Ideal Skills and Experience:
- Experience with HighLevel CRM and Outlook integration.
- Proficiency in automating contact creation processes.
- Ability to implement custom tagging systems.
I've included an overview of information provided to me that might be the steps of the project.
Related categories:
PHP
Excel
Software Architecture
CRM
Email Handling
Automation
API Integration
Data Management