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.