WordPress-to-CRM Customer Data Sync
Budget: €30 – €250 EUR
I run a site on WordPress and now need a light-weight automation layer that keeps customers engaged without manual effort and data connect to CRM. Specifically, I want :
• upload info where users enter
• new users registration and access
• do form and set up that its submits after access
• save data to our CRM and field mapping
* brief explanation for each tiggers/flows done
Everything should be tested from both the front-end (user perspective) and back-end (admin notifications and logs) so I can see proof the messages are firing as expected. If you’ve set up similar follow-up sequences on WordPress before, I’d love to see a quick example after you place your bid. And please take in count that I only consider the first bid that it’s done; bots/IA that send whatever, are not welcome :P so please read it carefully-and ask if it’s needed- before your bid!
• upload info where users enter
• new users registration and access
• do form and set up that its submits after access
• save data to our CRM and field mapping
* brief explanation for each tiggers/flows done
Everything should be tested from both the front-end (user perspective) and back-end (admin notifications and logs) so I can see proof the messages are firing as expected. If you’ve set up similar follow-up sequences on WordPress before, I’d love to see a quick example after you place your bid. And please take in count that I only consider the first bid that it’s done; bots/IA that send whatever, are not welcome :P so please read it carefully-and ask if it’s needed- before your bid!
Related categories:
PHP
Testing / QA
WordPress
CRM
Electronic Forms
MySQL
HTML
Automation
API Integration
Data Management