Perfex CRM for Advanced Marketing Automations

Job ID: 38674854

Budget: $30 – $250 USD

Looking for a Perfex CRM Expert to Configure Marketing Automations Using the Marketing Automation Module

We are seeking an experienced individual to help configure workflow automations in Perfex CRM, specifically using the Marketing Automation Module for Facebook and Google marketing campaigns with integrated survey forms.

Requirements:

Expertise with Perfex CRM and its Marketing Automation Module.
Ability to set up and automate workflows for Facebook Ads and Google Ads campaigns.
Experience in integrating and automating survey forms for lead generation.
Knowledge of creating segmented, personalized marketing actions.
Proficient in configuring campaign tracking, lead nurturing, and follow-up automations.
Experience in integrating lead appointment requests into cal.com or Google Calendar.
Responsibilities:

Configure and streamline our Facebook and Google campaign workflows.
Set up automated responses and surveys within campaigns.
Ensure leads that request appointments are automatically added to cal.com or Google Calendar.
Ensure smooth data flow and reporting into Perfex CRM.
Assist with additional automation enhancements to improve marketing efficiency.
If interested, please reach out with examples of similar projects or your expertise.
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