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Required CRM,GlobiFlow,Podio freelancer for Podio CRM Expert job

Posted at - Apr 28, 2023

Toogit Instant Connect Enabled

Looking for a Podio/Globiflow Expert who can help manage our company's dynamic needs

This is a single project that we're sure will evolve into multiple other projects as our company is constantly changing

But this project consists of the following

1. Allow for RightSignature notifications to be documented in Podio. (So right now when a new document is sent via RightSignature, it sends an email to us, and when the recipient opens the document is sends an email as well) We would like those notifications to be integrated into the Podio app

2. Track incoming leads from marketing campaigns (we somewhat have this feature, but when a lead comes in via a tracking # or property address, we want to be able to flag that lead with the appropriate marketing campaign)

3. Identify, flag & delete duplicate entries

4. Round robin feature for leads

5. Build a workspace with automations for our team that communicates with the main workspace. This new workspace will only have 3 apps

6. correct a lead flagging system that we have

7. follow up campaign integration for our seller leads

About the recuiterMember since Mar 14, 2020 Vijay Umaluti
from Karnataka, India

Skills & Expertise Required

CRM GlobiFlow Podio 

Open for hiringApply before - Apr 27, 2024

Work from Anywhere
40 hrs / week
Fixed Type
Remote Job

Offer to work on this project closes in 53 days!
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