I would be happy to assist in setting up a real-time synchronization system for your leads from Idealista and Fotocasa to your ZOHO CRM.
Here's how I will approach the project:
➤ 1. Understand Your Workflow:
I will start by reviewing your current processes and identifying key data points (contact information, property details, lead source) that need to be synchronized from Idealista and Fotocasa to ZOHO CRM.
➤ 2. Set Up Data Synchronization:
I will use the most suitable automation tools for this task, such as Zapier, Make, Power Automate, n8n, or similar tools, based on the scenario. This will ensure that each new lead’s information is captured and synchronized with your CRM in real time.
➤ 3. Implement Notification System:
I will configure an email notification system to alert you whenever a new lead is added to your CRM. This ensures that you are immediately informed without needing to check the CRM manually.
➤ 4. Test & Optimize: After the setup:
I will test the entire system to ensure that the integration works correctly and all data is synchronized accurately. I will also ensure notifications are timely and reliable.
➤ 5. Provide Ongoing Support:
Once the system is live, I will offer support and make any necessary adjustments to ensure smooth operation and optimize performance.
Risk-Free Collaboration:
I offer a full refund if my work doesn't meet your expectations, with this message as proof.
Looking forward to it.
Regards,
Abdullah Lashari