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Our team already works inside QuickBase and Google Workspace; what we are missing is the invisible glue that lets the two environments talk to each other automatically. I have a Zapier account in place, the relevant tables and Google files are ready, and I need the Zaps configured, tested, and documented so that routine data shuffling no longer relies on copy-paste or calendar reminders. Scope • Map the key fields and triggers between my QuickBase app(s) and Google Workspace tools (Sheets, Calendar, Gmail). • Build and turn on the Zaps, including error handling and filtered paths where appropriate. • Walk me through the setup so I can maintain or extend it later. Deliverables 1. Active, tested Zaps in my Zapier account. 2. A brief hand-off document (or Loom video...

I run a solo training practice and spend most of my day planning courses and coaching clients, so I need a sharp virtual assistant who can stay on top of my LinkedIn presence and keep HubSpot perfectly updated. Your core focus will be managing LinkedIn activities: reviewing my daily interactions, identifying new prospects from my 18,000-strong network, and logging every qualified contact into HubSpot so no lead slips through the cracks. From there, you will trigger the next steps—sending follow-up emails, scheduling calls on my calendar, and flagging anything that needs my direct attention. We will work about two hours a day, Monday through Friday. You can choose the exact window that suits you, as long as we hop on a brief check-in call each San Francisco morning (5–10 minut...

I’d like a skilled ERPNext developer to introduce a handful of targeted tweaks to the HR, Attendance and Leave Management modules on my live, production instance. The system is already up and running; you’ll be working directly on it (behind a feature branch) and pushing a clean, test-covered PR for review. Deliverables • Restrict back-dated leave requests: only users with the “Leave Approver” role should be able to submit a leave application more than 48 hours after the leave start date. • Always show punch times: check-in and check-out timestamps must display even when Attendance Status is “On Leave”. • Auto half-day logic: if only one punch (either IN or OUT) exists for a day, mark the day as “Half Day” automatically....

I need a Google Form to request conferences for my employees, with an automated approval hierarchy. The form should include: - Employee name and department - Conference title and date - Purpose of attending the conference The automation should route the request through all necessary approvers in the submission chain. Ideal Skills and Experience: - Google Forms expertise - Experience with approval workflows - Familiarity with automation tools (like Google Apps Script or Zapier)

My client runs a food retail setup that weighs products at the counter, prints a price-embedded barcode on the scale label, and scans that label back through Zoho POS at checkout. What I need is a clean, fully automated bridge between Zoho POS and the label-printing scale so that: • Every new or updated product in Zoho (name, PLU, price, tax) transfers automatically to the scale without manual exports or USB swaps. • The moment an item is sold through the POS, on-hand inventory in Zoho adjusts in real time, keeping stock figures accurate for re-ordering and reporting. Because everything placed on the scale is food, the label must ultimately meet any mandatory nutritional or allergen disclosures. I’m still unclear on the exact regulatory wording, so part of the job is to...

I’m looking for a confident cold-caller who can connect with U.S. medical billing offices and lock in appointments directly with their billing department heads. Every call should clearly outline what my service does, the benefits it brings to their operation, and the time slots I have open so the decision-maker can choose what works best. You’ll work from a list of practices I provide, introduce the solution in a friendly but succinct manner, handle common objections, and confirm each meeting on my shared calendar. After each conversation, I’ll need a short call note summarizing the outcome—booked, follow-up required, or not interested—so I can track pipeline progress. Deliverables • Confirmed calendar appointments with the billing department head ...

I'm seeking a Zoho CRM Implementation Specialist to refine our sales process. Key focuses: - Lead Management: Efficiently track and manage sales leads. - Pipeline Management: Streamline and optimize our sales pipeline. Ideal skills and experience: - Proven expertise in Zoho CRM. - Strong background in sales process enhancement. - Excellent organizational and project management skills.

I need an experienced Zoho CRM specialist who can jump on real-time Meet calls with my team, listen to the automation and integration issues we are facing, fix them on the spot, and clearly explain each step so we can handle similar situations ourselves in the future. Our main pain points lie in building or correcting workflow automation and connecting Zoho CRM with other platforms through Zoho Flow, webhooks, or direct API methods. While you work, I want to understand why a rule fires (or fails), how to structure field updates, and what best practices apply when mapping data between systems. The engagement is session-based: we schedule a live screen-share, tackle the queued problems, and end only when the solution is implemented and understood. After each call, a brief recap—j...

I need a detail-oriented freelancer to log a backlog of new contact information directly into my Zoho CRM account. All source data will be provided in spreadsheets and email threads; your task is to capture every field we track in Zoho—name, company, role, email, phone, address and any custom tags we use—while double-checking for typos and obvious duplicates before saving. Access to my Zoho CRM will be granted through a temporary user profile. I’ll start you with a short sample batch so we can confirm field mapping and formatting, then move on to the full file. Accuracy is more important than speed, but once you are comfortable with the workflow I’d like steady daily progress. Deliverables • All new contacts entered and saved in Zoho CRM • Internal &ldqu...

We’re inviting a small number of experienced B2B Account Executives to participate in a short early-user program for a new workflow tool. This is not a consulting engagement and not a structured testing project! The goal is simply to have a few active sellers try the tool occasionally while managing their real pipeline and share quick observations. Important: we’re specifically looking for AEs who are currently running a real pipeline with multiple active deals. Who this is for You are likely a good fit if you are currently: • A full-cycle B2B Account Executive • Managing 15-40 active opportunities • Selling deals typically between $15K-$100K+ ACV • Working multi-stakeholder deals with 60-180 day cycles • Personally responsible for closing revenue...

I need a U.S.–based sales pro who loves the phone and can open doors for SitePM, our SaaS platform aimed at technology companies. Your day will be filled with outbound calls to decision-makers, live product pitches, meticulous CRM updates, and fast follow-ups by email or phone. We’ll agree on clear weekly targets for dials and marketing-qualified leads; you’ll own the plan to hit them and keep me updated with concise call reports. Any modern CRM—Salesforce, HubSpot, Zoho—works for us as long as every conversation is logged and pipeline stages stay current. If you have a proven record of booking demos with tech firms, sound confident discussing web software, and can manage your own call list while meeting aggressive numbers, let’s talk.

I need a Google Form to request conferences for my employees, with an automated approval hierarchy. The form should include: - Employee name and department - Conference title and date - Purpose of attending the conference The automation should route the request through all necessary approvers in the submission chain. Ideal Skills and Experience: - Google Forms expertise - Experience with approval workflows - Familiarity with automation tools (like Google Apps Script or Zapier)

I’m ramping up our Employee Voluntary Benefits division and need a seasoned sales professional who can take the lead on growth while keeping service levels high. Your first responsibility is pure production: drive new group cases and upsell voluntary lines to our existing book. My immediate goal is to expand the customer base and lift overall sales volume, so everything we do has to point in that direction. Here’s how I see the first phase unfolding: • Digital marketing campaigns – craft the messaging, choose the right paid and organic channels, and launch quickly so we have measurable pipeline activity within the first month. • Cross-selling our current client roster – build a lightweight playbook, train account reps on positioning, and monitor hit r...

Project Description I am a Registered Investment Advisor working with Federal Employees. I am NOT looking for someone to build this for me behind the scenes. I need an expert who can coach me step-by-step while we build my client automation system together via screen share. The goal is for me to fully understand and control my workflow. What We Are Building We will build a complete client workflow system using: GoHighLevel (CRM) Calendly (Scheduling) RightCapital (Client Portal + Document Vault) Zapier or n8n (Automation) What I Need From You You will: Guide me step-by-step via screen share Explain what we are doing and why Help me build workflows live (not done-for-you) Answer questions in real time Keep things simple and structured System We Will Build Together Scheduling Wor...

We are looking for a proactive and confident Telecaller to handle cold leads and convert them into hot leads. The role involves initiating conversations with potential clients, understanding their requirements, and identifying interested prospects for further follow-up by the sales team.

We are seeking an expert in one of the following fields: Sales, Finance, Insurance, Accounting, or Energy Systems. The ideal candidate must possess a solid background and years of experience in the relevant field, and be able to provide insightful analysis and solutions. This role requires proficiency in common tools used in the field, and we prioritize experience with the most general tasks over highly complex ones. Please contact us. Good to worked with Salesforce, Netsuite, Quickbooks, Docusign and SAP etc

I am a Registered Investment Advisor working with Federal Employees. I am looking for a highly skilled freelancer to build automation workflows that replace manual data entry and reporting currently handled by virtual assistants. The goal is to fully automate the collection, processing, and reporting of financial and economic data into structured outputs such as Google Docs and Google Sheets. Scope of Work You will build automated workflows using n8n and AI tools such as Claude or OpenAI. Key responsibilities include: Automating daily and weekly data collection from multiple sources Integrating financial data from Charles Schwab accounts Integrating retirement account data from Pontera Pulling economic data such as CPI, ISM, and housing reports from APIs or reliable sources Struct...

We are Crudstudio Pvt Ltd, an IT as services company specializing in website and mobile app development or any type of software. We are looking for experienced freelance sales professionals who can help us generate leads and close deals for our services. Your Role Find potential clients who need: Website development Mobile app development Custom software solutions Communicate with clients and understand their requirements Close deals independently Coordinate with our technical team (we will handle all development work) What We Offer 15% - 20% Commission on every successful deal Full technical support from our team Portfolio & past work support (we’ll provide materials) Long-term collaboration opportunity Who Should Apply Freelancers with experience in IT sales / digital service...

Summary I’m looking for an experienced CRM systems integrator to work directly with me to take a fully designed automation system and make it completely build-ready for implementation inside Lofty CRM. The system is already thought through. Workflows, lifecycle stages, triggers, and sequencing exist across structured files (CSV/XLSX). The goal is to review, clarify, and organize everything into a clean, structured format that can be implemented without guesswork. This is a hands-on, collaborative role. We will be working together to finalize the system before build. Scope of Work You will work with me to structure the entire system across all stages so it is ready for implementation. This includes: Reviewing system files (CSV/XLSX) Identifying: authoritative files vs addenda/...

I am looking for an experienced marketer or growth specialist to promote my Salesforce-based PDF Generator & eSignature application. Product Highlights: Generate PDFs using Google Docs as templates Seamless integration with Salesforce Built-in eSignature functionality Ideal for invoices, agreements, reports, and automated documents This app is designed for Salesforce developers, admins, and businesses that need document automation and digital signing. Place your bid to discuss more about this opportunity.

I run an Australian-based sales and marketing company that lives inside GoHighLevel (GHL). I’m ready to push the platform further by weaving in smart automation and data-driven insights, and I need someone who already speaks “GHL” fluently. Here’s what I’m looking to achieve: • Build and optimise automated workflows that keep leads moving without manual touch points. • Layer in AI chatbots for fast, on-brand conversations across web, SMS, and email. • Add predictive analytics so my team can see which prospects will convert next and where to focus energy. You’ll be connecting GHL with the right AI engines and marketing tools, tightening up integrations, and making sure every piece talks to the next—no data silos, no clunky h...

I want to roll out Microsoft Copilot across my small-business workflow so that booking customer appointments in Microsoft Outlook becomes almost hands-free. Today, every appointment request is handled manually; with Copilot I expect the AI to slot times automatically, send confirmation messages, and then issue both email and SMS reminders as the appointment date approaches. Beyond scheduling I also need Copilot to sit in on our customer calls, record the conversation, and generate concise meeting-note summaries I can drop straight into the CRM. Accuracy, clear action items, and a quick turnaround on the summary are critical acceptance criteria here. Finally, I’d like to tap the same Copilot environment for lightweight digital-marketing support—drafting follow-up emails, soci...

Project Overview We are looking for an experienced Salesforce Service Cloud Consultant to help shape and scale a modern, data-driven Customer Service organization within a dynamic eCommerce environment. The focus of this role goes beyond standard configuration. You will actively design and implement a scalable and reliable service architecture, enabling efficient case handling, intelligent routing, and measurable service performance. You will work closely with business and product stakeholders to evolve Customer Service into a high-performing, insight-driven function. Responsibilities Design and implement a modern Service Cloud architecture aligned with scalable Customer Service operations Translate business needs into efficient, automated service processes with a strong focus ...

I’m expanding our reach in the Technology, IT and Telecommunications space across the United States and Latin America and need independent sales talent able to hit the ground running. All efforts are strictly B2B and centred on classic cold-calling and other outbound tactics—no inbound hand-offs here—so proven hunters who thrive on opening fresh conversations will feel right at home. You’ll work with a well-defined ideal customer profile, concise value proposition slides, and direct access to myself for pricing and technical clarifications. Your mission is to identify decision-makers, initiate contact, articulate our solution’s business impact, and progress each prospect to a booked discovery meeting (or, if you are comfortable, straight through to contract...

I need a streamlined email-marketing campaign designed to boost sales across our national customer base. My primary objective is to convert existing leads and attract new shoppers within the country through persuasive, well-timed messages. Here’s what I’m looking for: • Strategy outline: segmentation approach, sending frequency, and key performance metrics. • Email flow: engaging welcome series, product highlights, and limited-time offers that lead recipients toward purchase. • Copy and design: compelling subject lines, persuasive body copy, and responsive templates that render perfectly on major email clients. • Setup and automation: integration with our chosen platform (e.g., Mailchimp, Klaviyo, or similar) and configuration of triggers, tags, and A...

I want HubSpot CRM deployed from the ground up so we can finally manage customer relationships in one place. The immediate priority is to configure robust lead-scoring and nurturing workflows—custom properties, scoring rules, and automated sequences that move prospects smoothly through the funnel. All core objects, pipelines, and dashboards should be cleaned up and tailored to our terminology. I will supply current contact lists; you’ll import, deduplicate, and tag them so the scoring model fires accurately from day one. The system also needs to talk to our existing email-marketing platform. Set up a two-way sync, map key fields, and verify that engagement data (opens, clicks, unsubscribes) feeds back into the lead score in real time. Deliverables • HubSpot acco...

I need HubSpot CRM fully deployed and configured so my sales team can start tracking every lead that comes in from our email campaigns. The focus is exclusively on sales management; we are not activating marketing-automation or customer-service modules at this stage. Key elements you’ll handle • Clean install (or audit and reset of an existing free account if easier) • Tailored lead-tracking setup: custom properties, contact/ company views, and a sales pipeline that matches our current stages • Seamless email integration so new contacts generated by campaigns flow straight into HubSpot, tagged and ready for follow-up • Basic dashboards and reports that let me see lead volume, source, and status at a glance • Quick walkthrough or short SOP so my rep...

I'm looking for an experienced Salesforce trainer to conduct several sessions for a group of seniors working at a nonprofit. The trainees are all beginners and will need plenty of hands-on practice. The training should cover: - Basic features and navigation - Advanced customization and reporting - Data management and integration Ideal Skills and Experience: - Proven experience in training Salesforce, especially for beginners - Patience and ability to engage with senior learners - Strong knowledge of Salesforce customization and reporting - Hands-on training approach

Job Overview We are seeking an experienced GoHighLevel (GHL) expert with strong skills in advanced automations, webhook integrations, and cross-platform data workflows. The ideal candidate has hands-on experience integrating tools such as Clay, RB2B, Zapier, HubSpot and can design scalable systems for lead tracking, enrichment, and automated engagement. Key Responsibilities 1. Advanced Webhook & Integration Setup Configure and manage inbound/outbound webhooks in GHL at an advanced level Build custom integrations across platforms, including: Clay RB2B Zapier HubSpot Modify and map webhook payloads to meet business logic requirements Ensure reliable data transfer, error handling, and logging across systems 2. Automation & Workflow Development Design and implement complex GHL automa...

Job Overview We are seeking an experienced GoHighLevel (GHL) expert with strong skills in advanced automations, webhook integrations, and cross-platform data workflows. The ideal candidate has hands-on experience integrating tools such as Clay, RB2B, Zapier, HubSpot and can design scalable systems for lead tracking, enrichment, and automated engagement. Key Responsibilities 1. Advanced Webhook & Integration Setup Configure and manage inbound/outbound webhooks in GHL at an advanced level Build custom integrations across platforms, including: Clay RB2B Zapier HubSpot Modify and map webhook payloads to meet business logic requirements Ensure reliable data transfer, error handling, and logging across systems 2. Automation & Workflow Development Design and implement complex GHL automa...

I need my Salesforce Trailhead profile taken to 100 % by finishing every outstanding intermediate-level module and then guiding me all the way through the Salesforce Administrator certification exam. You will log in with a dedicated Trailhead playground (credentials supplied after award), clear the remaining intermediate badges, and document anything that may require my personal input—such as hands-on org configuration—so nothing stalls. Once the modules are done, I want focused support for “writing” the Administrator exam: a study plan built around the topics just completed, realistic practice questions, plus tips for scheduling, registration and exam-day strategy. Successful delivery is the completed set of intermediate badges visible on my public Trailhead ...

Sağlık Teknolojisi Satış Partneri Arıyoruz (Yüksek Kazanç Potansiyeli) Izmir, Istanbul ve Antalya icin gecerlidir! CareTrack, obezite ameliyatı sonrası hasta takibini dijitalleştiren ve kliniklere ek gelir sağlayan bir sistemdir. Türkiye’de büyümek için satış odaklı freelance partnerler arıyoruz. Ne satacaksınız? * Kliniklere özel hasta takip sistemi (SaaS) * Kliniklerin hastalara satabileceği akıllı tartı sistemi * Kliniklere ek gelir modeli --- Kazanç Modeli (çok güçlü): Kurulum (Setup): %50 komisyon (500 €) Aylık lisans: %20 komisyon (sürekli gelir) Satılan her tartı: 10 € komisyon (tekrar siparişler dahil) Yani sadece satış değil, müşterileriniz büyüdükçe siz d...