As a law firm dealing with a multitude of leads daily via ChatGuru, we are seeking a professional for seamless integration of ChatGuru with Pipedrive. This will ensure automatic transfer of crucial lead data from ChatGuru to Pipedrive, enhancing our lead management and follow-up process.
Key Requirements:
- Transfer of various key data points from ChatGuru to Pipedrive including:
- Contact details
- Interaction history
- Lead source
- Integration should also encompass the transfer of case details and notes from conversations on ChatGuru.
- All new leads in Pipedrive should be assigned the status of 'New Business'.
- Ability to map custom fields from ChatGuru to Pipedrive according to the firm's specific needs.
- Real-time synchronization between ChatGuru and Pipedrive to ensure immediate updates on lead status.
The ideal candidate for this project should have:
- Proven experience in CRM integration, particularly with Pipedrive.
- Familiarity with ChatGuru is a plus.
- Excellent understanding of lead management processes.
- Ability to create efficient systems for tracking lead status and progress.
The integration should implement access controls to ensure data security. The project is expected to be completed within 1 week at max. The integration should include the ability to generate detailed lead reports from the synchronized data. Include features for scheduling and managing appointments. Include calendar synchronization for appointment management.