You will get your own marketing automation platform/CRM, integrated with Zoho/Twilio


You will get your own marketing automation platform/CRM, integrated with Zoho/Twilio


Select service tier

  • Delivery Time7 days
    • Analytics & Tracking Setup
    • Marketing Analytics Report
7 days delivery — Feb 9, 2023
Revisions may occur after this date.
Upwork Payment Protection

Fund the project upfront. Georgios gets paid once you are satisfied with the work.

Project details

You will get your own Mautic instance installed and configured on your server. This marketing automation platform works as an email marketing, SMS marketing platform and integrates with Zoho (and other APIs) to synchronise your leads in Zoho.

All plans are with the basic set up and training.
Plan 1 - I will set up an email collection form and a campaign with up to 4 links
Plan 2 - I will set up an integration with twilio for your SMS marketing together with a web app to
reply with your twilio number to incoming messages from your SMS campaign and see message
Plan 3 - I will integrate the email marketing automation platform with your Zoho CRM to push/pull Zoho
What's included
Service Tiers
Delivery Time
7 days
9 days
12 days
Account Settings Review
Analytics & Tracking Setup
Campaign Optimization
Customer Lifecycle Messaging
Marketing Action Plan
Marketing Analytics Report
Subscriber Form Setup

Customize this project

If you're not seeing exactly what you need here, send Georgios a custom request. You can talk about the price and timeline to create a personalized project.

Frequently asked questions

6 reviews
83% Complete
4 stars
1% Complete
17% Complete
2 stars
1% Complete
1 star
1% Complete
Rating breakdown


Richmond D.
Dec 28, 2022
Audit twilio account asap Great work again  


Jimmy Cr C.
Sep 19, 2022
Diverse Jobs - read the message


Richmond D.
Jun 1, 2022
Complex 'if and when' conditions set up for Active Campaign automation Fantastic work from Georgios! Will be hiring him again!  


Cecil R.
May 6, 2022
Developer Needed for Using Webhooks to Pass Data from One Platform To Another The job was completed as required.  


Abdullah A.
Feb 21, 2022
Design a custom Mautic form Georgios was available when needed and was very helpful in solving issues.  

About Georgios

Georgios V.
Active Campaign Specialist.
100% Job Success
Athens, Greece - 4:46 pm local time
I have assisted many businesses to automate their business processes and increase SOW for their marketing activities developing Active Campaign complex workflows, the Deals CRM and integrating Active Campaign with numerous third party APIs to develop funnels, using the native API of Active Campaign or developing complex zappier apps.

Indicative funnels with Active Campaign

• Develop SMS bot to add deals and complete the sales cycle with active campaign
• Integrate with HelloSign to send Real Estate sales contracts with dynamic data from active campaign deals for digital signatures
• Integrate with various SMS gateways for SMS campaigns to complement active campaign email campaigns
• Integrate with Reg A full service platform to manage all aspects of raising capital, add deals in active campaign
• Develop sales funnels with events management and growth platforms adding active campaign automations with email/SMS reminders and follow ups with upsells
• Add/remove active campaign contacts from active campaign automations to Facebook ads audiences
• Integrate with google API to find nearby to client request available employees from two different active campaign databases
• Generate PDFs with details from active campaign contact's record after the contact completes quizzes
• Integrate with lead generation registration forms on websites developing funnels for booking calendly appointments adding deals in active campaign

• Finance
• Real Estate
• Online Coaching
• Online Recipes
• Raising Capital
• Education

If you need help automating business processes or making your data work for you, providing incredible marketing insight and industry trendlines, contact me today! I would love to offer a complimentary quote and analysis/consultation of/on your project’s specifics!

Steps for completing your project

After purchasing the project, send requirements so Georgios can start the project.

Delivery time starts when Georgios receives requirements from you.

Georgios works on your project following the steps below.

Revisions may occur after the delivery date.


Requirement analysis


Please provide a PHP capable server with MySQL, a domain or a subdomain and a SMTP server with email addresses. If you do not have these I can set them for you for an extra cost.

Review the work, release payment, and leave feedback to Georgios.