Scope:

Creating an integration workflow and developing it to its most refined and compliant form

Integrating tools with sales lead sources

Developing a dedicated integration for the website, Pipedrive, and ActiveCampaign to acquire new leads

Developing a dedicated integration for Pipedrive, Nexudus, and PandaDoc to support memberships

Developing a dedicated integration between Nexudus and Calendly manage workspace scheduling and manage sales or customer service calls

Testing, troubleshooting, and tailoring integration to client's requirements  

Effect: Bespoke integration of a suite of tools to efficiently and automatically manage sales lead processes and other customer-facing activities such as payments or membership management.