Let’s jump in to why I see Weebly like a tiny house: It’s got limited options but you’ll find everything quickly It’s hard to add extras to the build but it makes you more resourceful with what you’ve got There are limited design options but it seems like people who build these are looking more …
Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm however the zoho creator solution for portals can be very expensive for us due to the way they charge …
Further Details of Question I’m looking for software (as an alternative to Infusionsoft) that sends weekly reminder emails to prospects to send documents to me that are required in the mortgage application process. When prospects send the documents it will notify me. I have list of documents required, and I select the documents that are required from …
Question: I have x4 simple email sequences to set up and want to know what my options are for email sequence automation. I would like automations to occur: Sequence stops with link is clicked Contact is tagged if link is clicked One sequence needs to redirect to a form of options Each automation comprises of …
Automating ActiveCampaign & Pipedrive
Question: I really need help with Active Campaign to:
1. Set up properly from start
2. Set up all the appropriate tags and fields
3. Set up automations
4. Provide training of how to use going forward
I also need advice on how to best use the Pipedrive account that we have set up and put in place automations. What would you recommend?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
Related Posts
Why Weebly is like a tiny house
Let’s jump in to why I see Weebly like a tiny house: It’s got limited options but you’ll find everything quickly It’s hard to add extras to the build but it makes you more resourceful with what you’ve got There are limited design options but it seems like people who build these are looking more …
I want to develop an Intelligent application form and portal
Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm however the zoho creator solution for portals can be very expensive for us due to the way they charge …
I’m a mortgage broker and need an Infusionsoft alternative
Further Details of Question I’m looking for software (as an alternative to Infusionsoft) that sends weekly reminder emails to prospects to send documents to me that are required in the mortgage application process. When prospects send the documents it will notify me. I have list of documents required, and I select the documents that are required from …
Setting up email automations
Question: I have x4 simple email sequences to set up and want to know what my options are for email sequence automation. I would like automations to occur: Sequence stops with link is clicked Contact is tagged if link is clicked One sequence needs to redirect to a form of options Each automation comprises of …