Zapier Specialist for Lead Transfer Automation
Budget: $10 – $30 AUD
I am in need of a Zapier expert to assist with lead automation from Zendesk Sell to Pipedrive. You will be working on:
- Lead creation in Pipedrive: Your task is to automate the process where new leads from Zendesk Sell are automatically created in Pipedrive. You must ensure that there are no missing or duplicated leads.
- Information Transfer: As part of the automation process, you will need to ensure that specific information such as contact details and notes about the lead from Zendesk Sell are correctly transferred to Pipedrive.
- Lead Assignment: I also need the leads to be automatically assigned to a specific sales team member in Pipedrive once they are created.
Skills and Experience:
- Proven experience working with Zapier and CRM software, specifically Zendesk Sell and Pipedrive.
- Strong understanding of automation setup within these platforms.
- Demonstrated ability to troubleshoot and resolve any issues that may arise during the automation process.
- Good communication skills to keep me updated on progress.
Looking forward to your applications!
- Lead creation in Pipedrive: Your task is to automate the process where new leads from Zendesk Sell are automatically created in Pipedrive. You must ensure that there are no missing or duplicated leads.
- Information Transfer: As part of the automation process, you will need to ensure that specific information such as contact details and notes about the lead from Zendesk Sell are correctly transferred to Pipedrive.
- Lead Assignment: I also need the leads to be automatically assigned to a specific sales team member in Pipedrive once they are created.
Skills and Experience:
- Proven experience working with Zapier and CRM software, specifically Zendesk Sell and Pipedrive.
- Strong understanding of automation setup within these platforms.
- Demonstrated ability to troubleshoot and resolve any issues that may arise during the automation process.
- Good communication skills to keep me updated on progress.
Looking forward to your applications!