Doug K.

Doug K.

HilliardOH
Job Success
Top Rated Plus

Workflow automation specializing with Insightly, Hubspot & Airtable

Streamlining Your Business can be a game-changer for your business when it comes to automating your workflows. By optimizing, integrating, or even developing business applications from scratch, automating workflows can save you countless hours of manual work, increase efficiency, maximize productivity and profitability. Imagine having your business applications communicating with one another, eliminating the need for manual data entry and reducing errors. Integration will allow you to automate tedious tasks and free up valuable time for more strategic work. Additionally, Streamlining Your Business can help you gain deeper insights into your operations. With specialized reporting and business analytics, you can have real-time visibility into your data, enabling you to make informed decisions that can drive business growth. Don't let inefficient workflows hold your business back. Take advantage of the power of automating your business workflows. I would love to learn more about your business and bring a fresh perspective based on your short and long term goals. And I can start immediately on your project. It all starts with a conversation ... ... Software applications & services that I specialize in (but not limited to): CRM Airtable Insightly Hubspot Pipedrive Salesforce No Code (Zapier, Stacker, etc.) Document Management PandaDoc GetOutlaw eCommerce Shopify Squarespace WooCommerce WordPress Project Management Airtable Asana ClickUp Monday Trello Wrike Financial Quickbooks Online Paypal Stripe Campaign Management Reply.io Facebook Mailchimp Google Gmail Google Drive Google Docs Google Forms Google Sheets Productivity Calendly Dropbox RingCentral Twilio ... And others as requested   Industry Types Include Accounting Artist Attorney Business Services Coaching Construction Consulting Education Event Management Farming Health Care Insurance Lead Generation Lender Manufacturing Manufacturers Rep Marketing Agency Media Services Music Non-Profit On-Line Education On-Line Sales Property Management Real Estate Recruiter Renovations Senior Services Sales & Marketing Sports Products & Services ... And the list is growing ....
Oct 13, 2021 - Feb 17, 2023

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Private earnings
Dec 1, 2022 - Dec 27, 2022

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Private earnings
Oct 19, 2022 - Dec 17, 2022

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Private earnings
Feb 16, 2022 - Dec 17, 2022

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Private earnings
Rating is 4 out of 5.
4.00 Aug 30, 2022 - Dec 15, 2022
Private earnings
Dec 17, 2021 - Sep 30, 2022

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Private earnings
Mar 15, 2021 - Sep 15, 2022

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Private earnings
Nov 23, 2021 - Sep 14, 2022

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Private earnings
Rating is 4.6 out of 5.
4.60 Jul 22, 2021 - Sep 6, 2022
Private earnings
Jul 15, 2022 - Aug 23, 2022

No feedback given

Private earnings

Doug K. has more jobs. Create an account to review them

Portfolio

My client engaged my services to set up an automatic workflow process from the Bizzabo Event Management application to copy event registrations in real time to Insightly CRM and Airtable using Zapier. My contribution included: 1) Designing, programing and testing Zapier with specific criteria to to monitor Bizzabo event registrants and to copy the data to Airtable and to Insightly. 3) Designed views in Airtable to monitor registrants be added in real time according to specific criteria 3) Designed views in Insightly to monitor registrants by year, also in real time. The result was the work of monitoring event registrants was shifted from a manual process to an automatic process.
Connect Bizzabo to Insightly via Zapier
My client engaged my data management services to optimize Insightly CRM for her insurance business. My contribution included: 1) Re-organizing the contact data into categories for ease of use for contact follow up. 2) The reorganization also included identifying which contacts were to be used for Send Out Cards. The result was the contacts were re-organized in a fashion to allow the insurance agent to more easily understand and access the Insightly CRM data.
Insightly CRM Data Management
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Get started working with Doug quickly with these predefined projects.

Get started working with Doug quickly with these predefined projects.

You will get a CRM Implementation to organize your business

From $1,200
7 days delivery
Doug K.

Doug K.

HilliardOH
Job Success
Top Rated Plus
235
Total Jobs
4,530
Total Hours

View profile

Workflow automation specializing with Insightly, Hubspot & Airtable

Specializes in
Streamlining Your Business can be a game-changer for your business when it comes to automating your workflows. By optimizing, integrating, or even developing business applications from scratch, automating workflows can save you countless hours of manual work, increase efficiency, maximize productivity and profitability. Imagine having your business applications communicating with one another, eliminating the need for manual data entry and reducing errors. Integration will allow you to automate tedious tasks and free up valuable time for more strategic work. Additionally, Streamlining Your Business can help you gain deeper insights into your operations. With specialized reporting and business analytics, you can have real-time visibility into your data, enabling you to make informed decisions that can drive business growth. Don't let inefficient workflows hold your business back. Take advantage of the power of automating your business workflows. I would love to learn more about your business and bring a fresh perspective based on your short and long term goals. And I can start immediately on your project. It all starts with a conversation ... ... Software applications & services that I specialize in (but not limited to): CRM Airtable Insightly Hubspot Pipedrive Salesforce No Code (Zapier, Stacker, etc.) Document Management PandaDoc GetOutlaw eCommerce Shopify Squarespace WooCommerce WordPress Project Management Airtable Asana ClickUp Monday Trello Wrike Financial Quickbooks Online Paypal Stripe Campaign Management Reply.io Facebook Mailchimp Google Gmail Google Drive Google Docs Google Forms Google Sheets Productivity Calendly Dropbox RingCentral Twilio ... And others as requested   Industry Types Include Accounting Artist Attorney Business Services Coaching Construction Consulting Education Event Management Farming Health Care Insurance Lead Generation Lender Manufacturing Manufacturers Rep Marketing Agency Media Services Music Non-Profit On-Line Education On-Line Sales Property Management Real Estate Recruiter Renovations Senior Services Sales & Marketing Sports Products & Services ... And the list is growing ....
Oct 13, 2021 - Feb 17, 2023

No feedback given

Private earnings
Dec 1, 2022 - Dec 27, 2022

No feedback given

Private earnings
Oct 19, 2022 - Dec 17, 2022

No feedback given

Private earnings
Feb 16, 2022 - Dec 17, 2022

No feedback given

Private earnings
Rating is 4 out of 5.
4.00 Aug 30, 2022 - Dec 15, 2022
Private earnings
Dec 17, 2021 - Sep 30, 2022

No feedback given

Private earnings
Mar 15, 2021 - Sep 15, 2022

No feedback given

Private earnings
Nov 23, 2021 - Sep 14, 2022

No feedback given

Private earnings
Rating is 4.6 out of 5.
4.60 Jul 22, 2021 - Sep 6, 2022
Private earnings
Jul 15, 2022 - Aug 23, 2022

No feedback given

Private earnings

Doug K. has more jobs. Create an account to review them

Portfolio

My client engaged my services to set up an automatic workflow process from the Bizzabo Event Management application to copy event registrations in real time to Insightly CRM and Airtable using Zapier. My contribution included: 1) Designing, programing and testing Zapier with specific criteria to to monitor Bizzabo event registrants and to copy the data to Airtable and to Insightly. 3) Designed views in Airtable to monitor registrants be added in real time according to specific criteria 3) Designed views in Insightly to monitor registrants by year, also in real time. The result was the work of monitoring event registrants was shifted from a manual process to an automatic process.
Connect Bizzabo to Insightly via Zapier
My client engaged my data management services to optimize Insightly CRM for her insurance business. My contribution included: 1) Re-organizing the contact data into categories for ease of use for contact follow up. 2) The reorganization also included identifying which contacts were to be used for Send Out Cards. The result was the contacts were re-organized in a fashion to allow the insurance agent to more easily understand and access the Insightly CRM data.
Insightly CRM Data Management
Want to see more? Create Account

Get started working with Doug quickly with these predefined projects.

Get started working with Doug quickly with these predefined projects.

You will get a CRM Implementation to organize your business

From $1,200
7 days delivery
More than 30 hrs/week

< 24 hrs response time

Streamlining Your Business Agency
Streamlining Your Business Agency
1,413 hours
100% Job Success