Search Results for: Automated Wor

We’re seeking a Salesforce consultant with proven expertise in CRM architecture and configuration for the insurance industry. This is a highly customized Salesforce Org, and we need someone skilled in mapping complex sales processes using custom objects, field relationships, and tailored automation. As an insurance brokerage, we’re continuing to enhance our Salesforce environment and need support ...

Job Type: Hourly: $50.00 - $200.00

Salesforce App Development Business Applications Consultation Pardot Automated Workflow Salesforce CRM Salesforce Lightning Salesforce Sales Cloud Visualforce Salesforce Marketing Cloud Customer Relationship Management

Overview: We are a insulation and pest control company! We are looking for a System & Workflow Expert who can take a step back, understand how our business operates, and then build out smart workflows and automations to streamline and scale operations. This is not just a plug-and-play automation job — we need someone who can think strategically, see the big picture, and guide us on what needs ...

Job Type: Hourly: $40.00 - $70.00

Automated Workflow Systems Development Operating Systems Development Operations Management Software CRM Automation

Flying Fish is looking for an experienced HubSpot freelancer to optimize our CRM setup and help us operate smarter across marketing, sales, and customer success. We use HubSpot Sales Hub Professional and Marketing Hub Professional, and we’re ready to take our systems from good to great. What You’ll Do: Audit & Cleanup
: Identify and merge duplicate records, standardize data, clean up outdated ...

Job Type: Hourly: $35.00 - $70.00

Marketing Operations & Workflow Marketing Automation CRM Automation Lead Management Automation HubSpot Data Cleaning Automated Workflow Lead Generation Strategy Lead Generation Analysis

Flying Fish is looking for an experienced HubSpot freelancer to optimize our CRM setup and help us operate smarter across marketing, sales, and customer success. We use HubSpot Sales Hub Professional and Marketing Hub Professional, and we’re ready to take our systems from good to great. What You’ll Do: Audit & Cleanup
: Identify and merge duplicate records, standardize data, clean up outdated ...

Job Type: Hourly: $35.00 - $70.00

Lead Generation Strategy Marketing Operations & Workflow CRM Automation Lead Management Automation Marketing Automation HubSpot Data Cleaning Automated Workflow Lead Generation Analysis

Tallyfy is a growing SaaS workflow product that customers use to automate repeatable workflows. More specifically, it automates tasks between people and lets anyone track the status of a workflow without busywork. We are looking for an absolutely exceptional, proven account executive (a closer) who can drive sales in both very small and very large accounts from a high-intent, inbound motion. Howev...

Job Type: Hourly: $20.00 - $35.00

Sales High-Ticket Closing SaaS Automated Workflow

We need help with a project for our sales team. We are hiring three college interns for the summer and need assistance setting up Microsoft Dynamics 365 Sales, including Teams phone lines. Please let us know how long this project will take and what you can offer us. As a startup wealth management firm, we need to complete this as soon as possible.

Job Type: Hourly

Sales Leads Microsoft Dynamics 365 Microsoft Dynamics CRM Microsoft Power BI Microsoft Excel CRM Software Data Entry Power Query Microsoft Power Automate Microsoft PowerApps API Integration Microsoft Dynamics ERP Microsoft Azure Automated Wor

Envision Benefits Group is a rapidly scaling HR consulting and benefits firm serving small and mid-sized businesses with high-touch, tech-enabled service delivery. We're building a modern operational backbone to support national growth and white-glove service across HR, benefits, payroll, and compliance solutions. Role Overview We are seeking a highly technical, process-driven implementor to lead ...

Job Type: Hourly: $40.00 - $45.00

Automated Workflow Automated Call Distribution Microsoft Power Automate

We are seeking a highly experienced AI Expert Consultant to review our AI architecture and provide detailed feedback and strategic guidance for our development team. Our company offers a workflow automation platform, and we are in the process of integrating AI-powered capabilities to enhance automation, decision-making, and user experience. The ideal candidate should have a deep understanding of A...

Job Type: Hourly: $40.00 - $70.00

AI App Development Python Automation API JavaScript Artificial Intelligence AI Agent Development Automated Workflow

Hello, Our team is looking for someone to help us create an automated workflow/chart in Asana. Details of the project and exact workflow has been mapped out and will be provided upon hire. We would like to hire someone who has strong (expertise) using the Asana app and one that can be taught and manipulated by our internal team. Lastly, if there are any work related projects you can share, that wo...

Job Type: Hourly: $50.00 - $80.00

Project Management Asana Project Workflows Automation

Project goal To successfully integrate Zapier to retrieve and display images of physical lead forms hosted from Google drive to an existing GHL SMS workflow. Scope of work - Create & Implement a Zapier workflow to call images hosted from the cloud using identifiers of lead name & address. - Implement the integration to an existing GHL workflow so that the images appear inside the SMS messages to e...

Job Type: Fixed price

Zapier Task Automation API Integration Automation API Automated Workflow