- Hourly: $10.00 - $10.00
- Intermediate
- Est. time: Less than 1 month, Less than 30 hrs/week
I'm looking for an experienced automation specialist to build a follow-up system for my sales pipeline. The goal is a reliable, automated workflow that ensures no lead falls through the cracks — from first contact through close. What I need: A multi-step follow-up sequence triggered when a new lead enters my CRM (HubSpot or Salesforce) Automated emails sent via Gmail or Outlook at defined intervals (e.g., Day 1, Day 3, Day 7, etc.) Logic to pause or stop the sequence when a lead replies or takes a defined action Integration built using Zapier or Make (n8n open to discussion) Clear documentation so I can manage and update it myself going forward Ideal candidate: Proven experience building CRM + email automation workflows Comfortable working with Zapier and/or Make Familiar with HubSpot or Salesforce (please specify which in your proposal) Able to recommend best practices for follow-up timing and structure if needed To apply, please share 1–2 examples of similar workflows you've built and your preferred platform (Zapier, Make, etc.). Budget and timeline are flexible for the right person — I'd rather do this right than fast.
- Hourly: $75.00 - $100.00
- Expert
- Est. time: Less than 1 month, Less than 30 hrs/week
I need an expert on Co pilot studio with a specific focus on agent optimization workflows. I have a handful of agents I need to work in parallel with one another and funnel up through a hierarchy to the master agents above. Looking to consult an expert to make this flow seamless, fast, and accurate for a project. Thanks!