Zapier + Close CRM Automation Expert

Posted 2 weeks ago

Worldwide

Summary

We're a consulting business setting up CRM automation for ourselves and for our clients. We use Close as our CRM and Zapier as the connective layer. We need someone who can build and maintain these connections properly so we don't have to. What you'd be doing: - Connecting Meta/Facebook Lead Ads into Close so new leads land in the CRM automatically, with clean field mapping - Connecting ClickUp and Close so tasks and deal activity stay in sync - Building Close connections with ActiveCampaign and similar email/marketing tools - General Zapier build-outs across our stack, including webhooks and multi-step Zaps - Setting things up so they're documented and don't silently break What we're looking for: - Real hands-on experience with Zapier, not just familiarity - Direct experience with Close specifically (not just "any CRM") - Comfortable with field mapping, deduplication, and lead routing logic - Able to work independently once given the goal, and tell us when something can't be done the way we asked - Responsive and available to start in the next few days This starts as a defined setup project but there is ongoing work for the right person, both for our own systems and for our clients' systems. Please include in your proposal: 1. Which CRMs you've integrated with Zapier, and whether you've worked in Close specifically 2. A short description of the most complex Zap you've built and what it did 3. Your availability this week

  • Less than 30 hrs/week
    Hourly
  • 3-6 months
    Duration
  • Intermediate
    Experience Level
  • $7.00

    -

    $20.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Zapier
Automation
Customer Relationship Management
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:yesterday
  • Interviewing:
    9
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Dec 26, 2021
  • Switzerland
    Basel11:03 PM
  • $3.4K total spent
    14 hires, 7 active
  • 40 hours
  • Sales & Marketing
    Small company (2-9 people)

Explore similar jobs on Upwork

Email Marketing Automation Expert (SaaS)Hourly‐ Posted 3 weeks ago
Marketing Automation
Email Marketing
Internet Marketing
Email Deliverability
Zoho CRM
Zoho Creator
Customer Relationship Management
Communications

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo