Question: We have a well-defined marketing, sales and onboarding process that currently relies on several tools, which are currently not integrated with one another (as we are unsure how to set these up).
We are looking for someone to help us create workflow automation across several tool to reduce the number of times we have to switch between systems and manual trigger events or update contacts.
- Active Campaign (Marketing)
- Pipedrive (Sales)
- Xero (Billing)
- Hellosign (Contracts)
- Slack (Productivity)
What integration software would you recommend and what is the best way to set it up?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.