Keap infusionsoft jobs
...logos, brochures, and letterheads. Additionally, a high level of proficiency in managing the Keap (Infusionsoft) CRM is essential. The selected freelancer will be responsible for creating emails and campaigns, managing connections, and integrating with Zapier. Key Responsibilities: - WordPress website development - Graphic design (specifically logo design, brochure, and letterhead creation) - Keap (Infusionsoft) CRM management - Creating emails and campaigns on Keap - Managing CRM and lead connections - Integrating with Zapier - handling Facebook Ads Skills and Experience Required: - Expert level WordPress development - Exceptional graphic design skills - Extensive experience with Keap (Infusionsoft) CRM - Proficient with Zapier and l...
I'm looking for an experienced data analyst to set up Google Data Studio for monitoring my marketing campaign performance. The ideal candidate should have a deep understanding of Google Data Studio, Google Analytics, and various social media platforms. Key Requirements: - Integration of Google Data Studio with Google Analytics, Social Media Platforms (FB Ads), and our CRM (KEAP, GHL), Linkedin - Focus on tracking and visualizing conversion rates primarily - Ability to present data in a clear, understandable manner I'm particularly interested in insights related to conversion rates, so experience with e-commerce or lead generation analysis would be a plus. Please provide examples of previous Google Data Studio projects you've completed.
I'm looking for a Funnel Specialist to create and manage my pre- and post-sales funnels, lead generation strategies, and email/SMS automation using Keap and other platforms. Your expertise will be crucial in generating leads, nurturing them, and ultimately converting them into customers. Key Responsibilities: - Creating content for sales, lead generation, and event funnels. - Setting up automations for seamless customer journey. - Analyzing funnel performance and optimising for better results. Ideal Skills: - Proficient in Keap with experience in creating sales and lead generation funnels. - Knowledge of other platforms like HubSpot and ActiveCampaign is a plus. - Strong analytical skills to assess funnel performance and suggest improvements. This is an ongoing pos...
I require...managing, troubleshooting, and assisting with building new courses using LearnDash, Memberium, Elementor, and Thrive products, alongside KEAP CRM. Key Responsibilities: - Troubleshooting login and password issues - Regularly updating plugins, testing compatibility, and rolling back updates when necessary - Assisting in customizing course templates, uploading and organizing content, and integrating with KEAP CRM Initial commitment is 10 hours per month, with additional hours required during course or membership creation. Ideal candidates would have: - Extensive experience with WordPress, LearnDash, Memberium, Elementor, Thrive Architect, Thrive Themes, and KEAP CRM - Proven track record in troubleshooting technical issues - Skills in course development a...
I'm looking for a seasoned Keap CRM specialist who can assist me in setting up the system and creating crucial automation workflows for my sales pipeline. Key Responsibilities: - Setting up the Keap CRM system from scratch - Creating sales pipeline automation workflows Ideal Skills and Experience: - Proven experience with Keap CRM - Strong understanding of sales processes - Expertise in creating automation workflows - Excellent troubleshooting and problem-solving skills Your expertise will help streamline my sales process and enhance efficiency.
...design assets and copy assets (making sure they are created on time, and stored in the correct locations with the correct names) - Making sure assets are available for the team by the deadlines - Working closely with the operations manager and COO to provide updates on the status of projects. - Helping to build/monitor the automations (in Keap Max Classic) needed to power the summit. This will be in collaboration with the team, but a working knowledge of Keap Max Classic is preferred. - Maintaining a flexible attitude as the project progresses--there will be updates to the project plan as we proceed. Your responsibilities will be to ensure that the schedule is maintained and that every element is coordinated. You'll need to be proactive in identifying and addressing...
...any bugs or issues encountered during testing is crucial for improving the user experience. 2. Writing App Reviews/Demo Manuals: You'll be tasked with crafting insightful app reviews and creating user-friendly demo manuals to guide users through the application. 3. Autoresponder Campaigns: Proficiency in creating autoresponder campaigns using platforms such as Aweber, GetResponse, ConvertKit, or Keap is essential. Customizing flows tailored to specific business needs will be part of your responsibilities. 4. WordPress Administration: Basic WordPress skills are required, including tasks such as page updates, form management, product entry, and more. 5. Content Research and Creation: Conducting research and creating engaging content, reels, graphics, and posts for Instagra...
Looking to integrate Zapier, Keap, and Circle with my website, with the primary goal of creating an automated and efficient flow for managing subscription processes. Key Integration Functionality includes: - Subscribing users: When a new user subscribes, they should be automatically added to the automation in Keap and assigned the appropriate tag. - Unsubscribing/Canceling users: When a user cancels their subscription, they need to be removed from the automation rapidly. - Updating subscription: When a user updates their subscription, their tag should be accordingly updated in the automation flow. Ideal candidates for this task should have extensive knowledge and experience with Zapier, Keap, and Circle. Skills in automation and web integration are a must. Expe...
This task requires experience with the Keap/Infusionsoft API. I am wanting to get the "total_paid" value to display on my custom Thank You pages on my Wordpress website. Keap will give us the "order_id" on the Thank You page URL, but you need to contact the API to get the amount paid. I need a basic Wordpress function that can use the order_id in the Thank You page to contact the API and retrieve the rest of the order data and display it on the page (probably in the DataLayer).
As I venture into e-commerce, I am seeking guidance in the various facets of WordPress. My coaching needs cover a spectrum of topics including: Website Setup a...Understanding the ins and outs of WordPress themes would be helpful. Plugin Management: - Manage plugins effectively and make recommendations for the best plugins to integrate into my website. Knowledge on plugin management best practices are a strong plus. Keap Integration: - Help with effective integration of Keap into my WordPress website is needed. Prior experience with Keap would be valuable. Desired Skills and Experience: - Demonstrable expertise with WordPress website setup, customization, and plugin management. - Familiarity with Keap integration. - Prior experience with similar e-commerce p...
Setup mailchimp Move contacts and existing campaigns from Keap to mailchimp Integrate with website and contact pages Integrate with Clean up list
Please read this carefully - this is not a normal Export - we need to use the API! We need to extract the notes from our CRM - it is Keap Max Classic. Notes do not get exported with a normal CSV export. The API can access them as we have done this in the past. We need to notes exported from all of our contacts via the API. *** WE NEED THIS DONE TODAY - it is a quick task for someone with the right skills.
...Scope: - I am seeking improvements to my current email setup rather than a complete overhaul. - The primary goal is to improve the overall performance of my email system. - Review of current processes with Comparison to Best Practices and Industry Benchmarks. - Recommendations for changes based on systems and email goals (see below). - We send from multiple systems: Gmail/Google Workspace, Hubspot, Keap - We send for various goals: Cold lead contacting, warm lead nurturing, customer communications, corporate communications. Ideal Skills and Experience: - Proven track record in improving email deliverability rates for B2B businesses. - Strong knowledge of email systems and best practices. - Experience in optimizing email deliverability, increasing open rates, and decreasing bou...
I am looking for a freelancer to help me with the integration of a payment gateway in my existing Infusionsoft campaigns and processes. I have several campaigns and processes already in place and need them to be integrated with the payment gateway within a month. Specifically, I need help in setting up email campaigns, creating landing pages, and managing customer data in the integration. If you have experience with Infusionsoft and payment gateway integration, I would love to hear from you so we can discuss this project further.
I am looking for a freelancer to help me with the integration of a payment gateway in my existing Infusionsoft campaigns and processes. I have several campaigns and processes already in place and need them to be integrated with the payment gateway within a month. Specifically, I need help in setting up email campaigns, creating landing pages, and managing customer data in the integration. If you have experience with Infusionsoft and payment gateway integration, I would love to hear from you so we can discuss this project further.
We are an agency with many different clients who require tasks such as CRM audits, CRM clean-up, CRM migration, and more. Our company is based in the United States, so working during EST hours is necessary. We are seeking a talented and highly skilled CRM assistant. The CRM assistant should have extensive knowledge of various programs, including HubSpot, Zoho, Salesforce, Keap, ActiveCampaign, MailChimp, and more. Additionally, you will be responsible for setting up different workflows, email sequences, email automation, etc. The work is project-based, and we are looking for long-term assistance. If this opportunity sounds like a good fit and you would like to work as part of our small team, we would love to hear from you.
I am looking for a freelancer who is experienced in working with Thrive Themes plugins (specifically Ultimatum, Quiz Builder, and Apprentice) and WooCommerce. The primary function I need the plugin to perform is creating an evergreen campaign to be triggered when purchasing (with WooCommerce) an Apprentice course after a quiz. I hav...integrated to make the Evergreen campaign work. Skills and Experience Required: - Proficiency in working with Thrive Themes (specifically Ultimatum, Quiz Builder, and Apprentice) and WooCommerce plugin - Experience in creating and integrating Evergreen campaigns, courses and quizzes using Thrive Themes plugins - Knowledge of WordPress and WooCommerce - Familiarity with email marketing (Keap-InfusionSoft) and online course creation (Thrive Appr...
Looking for a Power BI Developer with knowledge of APIs who can assist me with data analysis and visualization. The ideal candidate should have experience in integrating specific data sources with Power BI and connecting to REST APIs. The main objectives of the project are dashboard cr...knowledge of APIs who can assist me with data analysis and visualization. The ideal candidate should have experience in integrating specific data sources with Power BI and connecting to REST APIs. The main objectives of the project are dashboard creation and report generation. I need help related to APIs. I tried but got an authentication error. I want to fetch data from web applications such as Keap, RingCentral, Google Ads, PayPal, and more. Let's connect and I will share more details abou...
I am discontinuing using the software Keap/Infusionsoft. Looking for someone to export all data, etc as follows: - Contact info - tags, custom fields - Company info - fields and relationships to contacts - Tags - all tags - Campaigns - this might be harder. I have a few campaigns I use. I'd like the details (triggers, automation, email templates, etc) documented so that I can place in another software, as needed. - Email templates - I have about 25 email templates I need exported, formated if possible. - Products (Items), pricing and details. Export in manner that we can import to Quickbooks.
I am an existing business looking for assistance in migrating our current Keap account over to the GoHighLevel platform. I have an existing Keap account setup with about 30 landing pages and 50 email sequences that need to be re-created in GoHighLevel. Assistance will include creating look-alike landing pages (a lot of cutting and pasting) and connecting those landing pages to products and/or to sequences. The email sequences (automations in GHL parlance) will need to be recreated – again, a lot of cutting and pasting – but the GHL triggers and automations are VERY different in GHL. Do NOT apply if you are not VERY experienced in GHL.
...issues and pixel issues Support new clients with their domain verification process if necessary Implement conversion API as needed for clients in onboarding Requirements: Expert level funnel building, web design, and tech-related experience including platforms such as Clickfunnels, Kajabi, WordPress, WebinarJam, Easywebinar, etc. General knowledge of other major platforms such as Convertkit, Infusionsoft/Keap, ActiveCampaign, Leadpages, Drip, Everwebinar, Ontraport, GoHighLevel Understanding of how funnels work and the overall view of what a customer journey is and the purpose in what we are creating for each client Previous Asana experience and knowledge Ability to follow funnel build briefs in the client onboarding process ...
Hi there, I am looking for an experienced developer to help me with a project of migrating my data from Keap into GoHighLevel. The data that needs to be migrated includes sales funnels and landing pages that I have created in Keap. I am hoping to have this migration completed in 1-2 weeks and am seeking a skilled developer who is familiar with both of these platforms. I understand that this is a complex project, however I am confident that you can help make this process as simple and stress-free as possible. I look forward to hearing from you and discussing the project in more detail. Thank you!
POSITION OVERVIEW This is a long-term role for a thoughtful, detail-oriented Social Media Specialist/Copywriter for Meet to Marry ...deeply and honestly about their situations. Continuously, monitor and document ROI for postings including: Reach Cost (if applicable) Open rates Cales Monthly report on ROI elements mentioned above. From time to time assist and/or moderate for launch webinars and Facebook Live dropping links and answering questions. REQUIRED SKILLS AND OTHER CRITERIA: Canva graphics software (Bonus) Keap/ Infusionsoft CRM (Bonus) ClickUp (or similar) Project Management Software Strong demonstrated capability in producing social media strategies for high-end services. Marketing copywriting, and graphics capability with demonstrated a track record of gener...
- +10 years experience in graphic design (I've got 10+ but it might not be a thing if the person is fast in learning or just smart and talented -> obviously time spent on studying doesn't necessary equal high quality) - avalability of doing: - photography, retouch & photomanipulations - creating web & print materials including brochures, posters, clot... Tech stack: - drawing skills - Adobe CC (Photoshop, Illustrator, InDesign, After Effects, Media Encoder, Audition, XD, Dimension - if not Dimension then Vectary/Cinema4D or any other 3D software), Figma (Sketch is alright as well as Invision or Zeplin or just XD), Storyline 360, Affinity Photo/Designer (Photoshop and Illustrator alternatives), Canva, Power Point - HTML/CSS - Wodrpess, Shopify, Keap, WpEngine, ...
...this has given me some expert insight on what students struggle with and how people need to learn. From 2019 to mars 2023 I’ve digitalised all the exercises that works, into videos and also transfering my in person system to video. Currently I sit on 500+ videos ready to go. I’ve set up my wordpress site, with a simple theme for starters. I’ve set up memberium + learndash to be integrated with KEAP/CRM. I ran into problems when creating the courses and lessons in learndash, they don’t look anything like I want, and here is when I realised I need help to set this up. I havent invested the last 3 years for it to look text based and simple. I have so much material and I can’t even categorise inside of learndash. I’m not sure if I need more plu...
I need a PROVEN and experience expert in Keap to send emails today and create a payment page in Keap today for a Sunday by-noon zoom webinar. I also need the Zoom webinar set up. My need is immediate. IWork hours need to be for the EST and immedate. Excellent communication in English--written and oral--is required.
...✅Análisis, diseño e implementación de estrategias de marketing, marketing digital y ventas. ✅Uso avanzado de herramientas digitales para captación de leads como: Business manager de Facebook, Instagram, Google, LinkedIn y Youtube. ✅Experiencia en la implementación de funnels o embudos de venta ✅Uso intermedio de por lo menos una herramienta para email marketing cómo: mailchimp, active camping, infusionsoft, constant contact o alguna otra. ✅ Experiencia deseable en redacción de textos publicitarios (“Copy”). Si lo anterior es algo con lo que te identificas, sabes que tienes lo que se necesita y te gustaría incorporarte a nuestro equipo de Coaches colaboradores, entonces haz clic en el siguiente enlace: para ...
We are an agency and have many different clients in need of tasks such as CRM audits, CRM clean-up, CRM migration, etc. Our company is based in the United States, so working during EST ...are an agency and have many different clients in need of tasks such as CRM audits, CRM clean-up, CRM migration, etc. Our company is based in the United States, so working during EST hours is necessary. Pay is $5.00 per hour, firm. We are seeking a talented and highly skilled CRM assistant. The CRM assistant will be highly knowledgeable in a number of programs, including HubSpot, Zoho, SalesForce, Keap, ActiveCampaign, MailChimp, etc. Work is project based, and we are seeking long-term help. If this sounds like a good fit, and you would like to work as part of our small team, we would love to hear...
Per our initial conversation, the tasks involved leveraging the Keap API to create a connection and test API endpoints
I need to be able to drop a voice message into a client's voicemail box without initiating a phone call, and then automatically send a text message to support that voicemail. I use k e a p formerly infusionSoft as my CRM. Open Loop is the product that I am trying to integrate with Keap. Open loop provides the voicemail drop. They have instructions on the site on how to do it but I am just a little bit brain dead when it comes to technology stuff. I have been successful in integrating the API but I just haven't figured out how to interface and work with it. I need someone that can speak English very clearly and work with me on a zoom call to get it integrated.
Domain Point x 2 domains to SiteGround WordPress Website Development Logo x 2 Build x 2 sites Buttons for Quote; Free Evaluation; Free Consultation; Expert Advice General Enquiries Map & Contacts KEAP CSM Subdomains and link landing pages
...• future - containerize the application and put into a container management service or have a kubernetes cluster managing scale • mysql database backing (aurora on aws) • firebase - for realtime messaging to our sales people • twilio - for texting services to our users • elastic search - for lightning fast full text search of our database of 90k+ vehicles • s3 - for static asset based hosting • keap - used for email campaigns • stripe - currently developing online remittance solution Also looking for Programmers qualified to working on existing Website to do contract work assisting our Lead tech with experience in UI and our software built in a java based platform (ubuntu on aws) Experience: • Swift: 1 year (Preferred) • iOS d...
I am looking for a U.S. based developer who is experienced in developing and implementing Infusionsoft/keap. Our current developer is great, but between the language barrier and time difference, we need someone who understands business in the US and can talk to us during normal business hours.
...Product (QA) Analysts | Managers (Scrum & Agile Skillsets) YOU MUST HAVE Heavy Product Management & DevOps Experience and Skill-sets with Developing: 1.) Organic | Paid Digital Marketing CRM Platforms (similar to Hubspot | Pardot | Marketo | Keap | SharpSpring). 2.) SAP (SaaS) CRM and/or ERP Solutions (similar to Oracle, SugarCRM, Salesforce, Bitrix24). Candidate must have a HEAVY DevOps background or experience in: 1.) System & Database Administration 2.) Web & eCommerce (Blockchain) 3.) Software Applications (SAP - SaaS) 4.) Hubspot | Pardot | Marketo | Keap | SharpSpring or related platforms. 5.) Google Engineering | Development (SEO | SEM Software Coding) 6.) SEO & SEM | Social Media (Algorithm Based) 7.) Bulk Email & Text Marketing Platforms ...
...large team around you to manage: **Project & Product (QA) Analysts | Managers (Scrum & Agile Skillsets) YOU MUST HAVE Heavy Experience and Skill-sets with Developing Organic | Paid Digital Marketing Applications | Platforms (similar to Hubspot | Pardot | Marketo | Keap | SharpSpring) for the Digital Marketing Industry. Candidate must have a HEAVY DevOps background or experience in: 1.) System & Database Administration 2.) Web & eCommerce (Blockchain) 3.) Software Applications (SAP - SaaS) 4.) Hubspot | Pardot | Marketo | Keap | SharpSpring or related platforms. 5.) Google Engineering | Development (SEO | SEM Software Coding) 6.) SEO & SEM | Social Media (Algorithm Based) 7.) Bulk Email & Text Marketing Platforms 8.) System & Database Administr...
...large team around you to manage: **Project & Product (QA) Analysts | Managers (Scrum & Agile Skillsets) YOU MUST HAVE Heavy Experience and Skill-sets with Developing Organic | Paid Digital Marketing Applications | Platforms (similar to Hubspot | Pardot | Marketo | Keap | SharpSpring) for the Digital Marketing Industry. Candidate must have a HEAVY DevOps background or experience in: 1.) System & Database Administration 2.) Web & eCommerce (Blockchain) 3.) Software Applications (SAP - SaaS) 4.) Hubspot | Pardot | Marketo | Keap | SharpSpring or related platforms. 5.) Google Engineering | Development (SEO | SEM Software Coding) 6.) SEO & SEM | Social Media (Algorithm Based) 7.) Bulk Email & Text Marketing Platforms 8.) System & Database Administr...
...diseño de estrategias de marketing digital personalizadas para empresas, para ayudarlas a alcanzar sus objetivos comerciales. Ha de incluir amplia experiencia en publicidad de pago en todos las principales redes sociales, marketing por correo electrónico, generación de clientes potenciales. Se busca a alguien formado en marketing en redes sociales, WordPress, ClickFunnels, LeadPages, MailChimp, Infusionsoft, Asana, Photoshop y Canva. Queremos métricas de retorno por lo que a la hora de la contratación queremos ver una demostración de una entrega de monitorización mensual para algún trabajo previo. Generación de Material Gráfico para los servicios que entregamos (capacitaciones, material participantes) Se v...
We're looking for a long-term administrator to support with Keap (Infusionsoft), Zoom, Excel. This would involve appointment setting, calling, generating leads, cleaning contact lists, creating email marketing campaigns, setting up webinars on Zoom, etc
...issues and pixel issues Support new clients with their domain verification process if necessary Implement conversion API as needed for clients in onboarding Requirements: Expert level funnel building, web design, and tech-related experience including platforms such as Clickfunnels, Kajabi, WordPress, WebinarJam, Easywebinar, etc. General knowledge of other major platforms such as Convertkit, Infusionsoft/Keap, ActiveCampaign, Leadpages, Drip, Everwebinar, Ontraport, GoHighLevel Understanding of how funnels work and the overall view of what a customer journey is and the purpose in what we are creating for each client Previous Asana experience and knowledge Ability to follow funnel build briefs in the client onboarding process ...
I am seeking an online admin who is an expert at GoHighLevel, Keap, ThriveCart, and Instagram Bots. I am behind schedule on an online launch (the funnel pages are up) and need a proven expert who is fluent in written and spoken English and who is available immediately. I live in the Pacific Time Zone so I need a person or team who is available during my working hours. Due to my immediate need, it would help if you have a team. I need to launch Friday by noon PST. The emails are written. The funnel needs to be connected to the various platforms (i.e., gohighlevel to thrivecart to Keap, etc.) test and ready to go asap. You can review what I have and if Friday is simply impossible, let me know and I will adjust to launch after Dec 25th.
API connection is broken, checkfront/Keap/google are connected, so one link is broken, have to fix it ASAP, I will share the git repo and you have to analyze the error/unbroken link, then quote the cost and time. Do this and then I have many things more, so a longer term individual developer is needed.
Troubleshooting facebook leads ads to make sure it connects (via zapier right now) to my crm (infusionsoft). It was working and all of a sudden stopped. Cant seem to get it working again.
...issues and pixel issues Support new clients with their domain verification process if necessary Implement conversion API as needed for clients in onboarding Requirements: Expert level funnel building, web design, and tech-related experience including platforms such as Clickfunnels, Kajabi, WordPress, WebinarJam, Easywebinar, etc. General knowledge of other major platforms such as Convertkit, Infusionsoft/Keap, ActiveCampaign, Leadpages, Drip, Everwebinar, Ontraport, GoHighLevel Understanding of how funnels work and the overall view of what a customer journey is and the purpose in what we are creating for each client Previous Asana experience and knowledge Ability to follow funnel build briefs in the client onboarding process ...
...course>>automated emails>> apply>> accept + send DM + enrollment page>> chat in DM’s>> enroll Pages I Need to be Created: ● Sign- Up Page (for your warm audience) ● Thank you for Registering page ● Free Mini Course Page ● Application Page ● Application Thank You Page ● Enrollment Page ● Checkout Page (thrivecart) I need these emails campaigns built and tagged in Keap: ● Mini Course Sequence ● Applied Sequence ● Accepted Sequence ● Enrolled Sequence Tech I Need: ● Pages: Showit ● Emails: Convertkit [Use this link to sign up!] ● Application: Paperform ● Checkout Page: Thrivecart (I have) ● Payment Processor: Stripe (I have) ● Client Delivery:...
I need a WooCommerce Expert to help with the set-up of WooCommerce invoices on our WP website. We already have WooCommerce on our site integrated with Keap (Infusionsoft) which generates them. We are moving from Keap to (generates the invoices and emails) so they are created directly from WooCommerce. WooCommerce Tasks: 1. Invoice template created 2. Information email templates set up to be emailed to customers after purchase (approx. 22) Experience needed with knowledge of the right plugin that will create an invoice PLUS information emails for specific products. Critical Skills Required. *Ability to problem solve and think outside the box *Good with details and reads instructions *A person who communicates regularly reliable, asks questions and gives updat...
...issues and pixel issues Support new clients with their domain verification process if necessary Implement conversion API as needed for clients in onboarding Requirements: Expert level funnel building, web design, and tech-related experience including platforms such as Clickfunnels, Kajabi, WordPress, WebinarJam, Easywebinar, etc. General knowledge of other major platforms such as Convertkit, Infusionsoft/Keap, ActiveCampaign, Leadpages, Drip, Everwebinar, Ontraport, GoHighLevel Understanding of how funnels work and the overall view of what a customer journey is and the purpose in what we are creating for each client Previous Asana experience and knowledge Ability to follow funnel build briefs in the client onboarding process ...
I'm looking for someone proficient in our tech stack (LearnDash LMS, Memberium, InfusionSoft/Keap, & Uncanny Owl) to help us with some issues we currently have with our membership site, and to create documentation/SOPs to help us utilize the site fully. Our current situation is this: We migrated to LearnDash as an LMS a number of years ago; we realized later that the site was set up incorrectly, so earlier this year, we hired a developer to rebuild our membership site completely. What was mapped as a 4-week project dragged on for more than 5 months, so we parted ways with the developer but are left with a site that is around 95% built, but unusable in its current state. My team and I have a lot of proficiency within our tech stack but are left with a number of ques...
Implement fields from Keap into Pipedrive - First Name, Last Name, Company, Job Title. Phone 1, email, Website, Linked, Billing Address (all fields).
I Need to setup Keap Infusionsoft CRM Properly we are a real estate brokerage and need to set up a campaign for incoming leads and market the properties also need to assign the new coming leads to our agents Case 1: Data/Leads come from webform submitted through different websites (we are not using a keap-infusionsoft form) - apply proper tags (add or remove) - assign leads to agent-based on a round-robin or selective agent ( we need to have both cases - we should be able to select which one we want to use based on the campaign - see below for notes)- condition one of the tags is yes or no- based on answer 2 scenarios will continue each scenario has its own sequence if it is yes then the sequence-send the submitted info details to the lead owner - s...
