Financial Services Lead Automation Project
Budget: £20 – £250 GBP
I'm seeking a professional who can help automate the lead sourcing and generation process for the Financial Services sector. The primary source for this will be Companies House.
Key Requirements:
- Automation of lead sourcing and generation to Salesforce using Make and UiPath
- Extraction of specific data from Companies House, including:
- Company names
- Director names
Ideal Skills:
- Proficiency in Make and UiPath
- Previous experience in lead generation within the Financial Services sector
- Familiarity with Companies House and its data
The goal is to streamline the process and enhance efficiency in lead generation. Please provide examples of similar projects you've completed.
Some more details:
I work in sales and I’m looking to be notified via email every time a new company with the word ‘bidco’ is registered on companies house. I’ve tried it myself on make.com but it’s not working properly. Would be great if I could automate this. as second step (happy to up the price for this) is I was hoping to use an RPA like UiPath developer to act as a bot to actually add the leads to the crm seeing as the company I work for won't integrate with these systems directly to the crm. It would need to automatically create the lead, as and when the data comes through to my email. It would also mean that I need more than the bidco company name, and that l'd need to pull the names from the director page of companies house. If this is not possible or too complex I can stick with the company name just being pulled from companies house and sent to my email. Thanks.
Key Requirements:
- Automation of lead sourcing and generation to Salesforce using Make and UiPath
- Extraction of specific data from Companies House, including:
- Company names
- Director names
Ideal Skills:
- Proficiency in Make and UiPath
- Previous experience in lead generation within the Financial Services sector
- Familiarity with Companies House and its data
The goal is to streamline the process and enhance efficiency in lead generation. Please provide examples of similar projects you've completed.
Some more details:
I work in sales and I’m looking to be notified via email every time a new company with the word ‘bidco’ is registered on companies house. I’ve tried it myself on make.com but it’s not working properly. Would be great if I could automate this. as second step (happy to up the price for this) is I was hoping to use an RPA like UiPath developer to act as a bot to actually add the leads to the crm seeing as the company I work for won't integrate with these systems directly to the crm. It would need to automatically create the lead, as and when the data comes through to my email. It would also mean that I need more than the bidco company name, and that l'd need to pull the names from the director page of companies house. If this is not possible or too complex I can stick with the company name just being pulled from companies house and sent to my email. Thanks.