Generous Work
  • Home
  • Service Packages
  • Training
  • Testimonials
  • 1%
  • Blog
  • Contact
  • 0
marketing automation process

How to improve a marketing, sales and onboarding process

By Rich Peterson on June 5, 2020

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.

Tools used:

  • 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.

activecampaignhellosignpipedriveslackxero
Posted in 🤔 Advice.
Share

Search Blog

PreviousTraining & consulting business development process
NextRunning a mobile mechanic business

Related Posts

  • workflow consultant airtable
    July 4, 2019

    Setting up workflows in an online spreadsheet

    Further details of question: We’re looking for help from a Workflow Consultant to assist in the analyzation and development of our current workflow process. Our ultimate goal is to use some kind of online spreadsheet as our control base for all internal communication and project management. Currently, our internal departments are using Basecamp, Slack, Dropbox, …

  • sell cooking courses on udemy
    May 2, 2019

    How do I get more awareness & sales of my online course?

    Further details of question: We are a online company that specializes in online culinary courses (cooking) and soon to be merchandise. However we are relatively new and need to move into a promising online presence. We really need to find out how we can benefit from opportunities to increase site traffic and sales. As of …

  • typeform for users
    April 30, 2021

    Need tech savvy person to help connect Zapier, Airtable, OneSignal, and Typeform for business

    Question: We have a two sided marketplace; User 1 and User 2. We have begun using Typeform, Airtable, OneSignal and Zapier to create this work flow. User 2 completes a registration form (Typeform) User 1 completes a request form (Typeform) User 2 receives request form (OneSignal Push) User 2 sends a price to User 1 …

  • typeform for email marketing
    May 7, 2021

    Need Help Setting Up An Interactive Email Campaign System

    Question: We’re content creators who are looking to produce ongoing, interactive emails and would like for you to help us set up a more automated system. Some subscribers may join in on an ongoing campaign while others may always start at the beginning of a series. We’re looking for someone who has experience integrating with …

  • 🏠 Home
  • 💁 Training
  • 📱Contact
  • © 2023 Website built with ♥ in 🇦🇺
  • Home
  • Service Packages
  • Training
  • Testimonials
  • 1%
  • Blog
  • Contact