Zapier Sales Workflow Automation
Budget / Salary₹1,500–12,500
TypeFreelance project
LocationRemote
Posted2 hours ago
When a new lead lands in my pipeline, I want Zapier to spring into action—capturing the contact, sending timely follow-ups, and logging clear performance metrics I can review at a glance. Your job is to design and implement this end-to-end automation so that:
• Lead generation flows straight into my chosen tools (a CRM, email platform, or storefront—whichever we decide fits best).
• Follow-up emails or tasks fire automatically, keeping prospects engaged without manual intervention.
• Reporting and analytics update in real time, feeding a dashboard or spreadsheet that shows conversion rates, open rates, and any other KPIs we agree on.
Build the Zaps, map the fields, set up filters/paths where needed, and test thoroughly so I can rely on the process from day one. A short hand-off video or doc walking me through the setup will be the final deliverable.
• Lead generation flows straight into my chosen tools (a CRM, email platform, or storefront—whichever we decide fits best).
• Follow-up emails or tasks fire automatically, keeping prospects engaged without manual intervention.
• Reporting and analytics update in real time, feeding a dashboard or spreadsheet that shows conversion rates, open rates, and any other KPIs we agree on.
Build the Zaps, map the fields, set up filters/paths where needed, and test thoroughly so I can rely on the process from day one. A short hand-off video or doc walking me through the setup will be the final deliverable.
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