Webform to Crm automation

Evaluating bids
I need assistance turning web leads into opportunities, companies and contacts within Copper CRM and automating a contract creation, approval and workflow. Experience in the Google Suite and integrations is important.

I am I the process of having the client approve the specs and a proof of concept.
There would be a follow-up stage linking the contract data back to web portal for customers to review existing contracts and create new contracts from previously entered opportunities.

API integration with 3 party providers would be required to populate some user data into Copper CRM.

Would ideally like to speak with someone in person so ensure we work well together, I am realistic about the requirements and open to discussion about pricing. Would be interested in developing a longer-term working relationship on other projects.


Category: IT & Programming
Subcategory: Web development
What is the scope of the project?: Medium-sized change
Is this a project or a position?: Project
I currently have: I have an idea
Required availability: As needed
API Integrations: Other (Other APIs), Cloud Storage (Dropbox, Google Drive, etc.)
Roles needed: Developer

JavaScript MySQL PHP API CRM Google Web Toolkit HTML Google Cloud Platform

Over USD 3,000





Interested freelancers

Days until project expiration: 1 day

Published: 29 days ago

Deadline: Not specified

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