Custom Application Development for Email and CRM Integration


$60.00
Intermediate

We are seeking a Full-Stack Engineer to develop a standalone application that automates meeting tracking, meeting prep, and CRM compliance analytics. The app will integrate with Microsoft Outlook (calendar & email) and DealCloud CRM via APIs. Key Responsibilities: 1. Develop backend logic to scrape Outlook calendar and match participants against DealCloud contacts. 2. Build API connections to fetch historical interactions from DealCloud and send automated summaries via email. 3. Implement email automation to solicit and collect meeting notes and push them into DealCloud. 4. Create a dashboard to analyze and report CRM compliance based on note submissions. 5. Ensure security best practices for handling sensitive meeting data.

Keyword: cloud

Contractor Tier: Hourly: $20.00 - $100.00

Price: $60.0

 

S Corp Payroll Setup

I'm a full-time contractor working for a registered U.S. company, but I'm based in Portugal (as a U.S. citizen). Last year I created an S Corp (registered in New Jersey) with my U.S. accountant, and I need to set up payroll for this S Corp. I am the only 'employee' and ...

View Job
Salesforce Service Cloud Implementation Expert Needed

We are seeking a Service Cloud Expert to assist with our Salesforce Service Cloud implementation. The successful candidate will have experience migrating data and processes from Freshdesk to Salesforce. You will guide us through best practices, ensuring a smooth transit...

View Job
AI Automation & Workflow Developer

We are launching a digital product business on Etsy, leveraging AI to automate 90% of the operations. Our goal is to build a system that requires minimal human intervention while efficiently processing customer orders. The business involves customers submitting pet phot...

View Job