Sales Process Automation with Trello, Mailchimp and Calendly

$50.00

Automate your sales process. Within your Trello board automate the sales process for your lead once you receive it on your website.

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  • Description

    Product Description

    How this Automation can help:

    With this amazing Trello automation, learn how to automate your sales process. Within your Trello board automate the sales process for your lead once you receive it on your website.

    1- Automatically add a card to your Trello board as soon as you receive a new lead on your website.

    2 – Automate your email process in MailChimp to send a meeting invitation through Calendly to your prospect by simply dragging and dropping the lead card which was created once you received the lead from your website.

    3 – If the meeting went well, simply drag the card into another column to send a slack invitation to your prospect using the same process.

    Tools used in this Automation:

    1. Trello – An amazing project tool for your project and task management.

    Slack for Automated App

    2. Slack – A work collaboration tool for all your workspace communication.

    3. MailChimp – An all-in-one marketing automation tool for your emails.

    4. Zapier – An Integration tool to connect your apps

    5. Calendly – Appointment and meeting scheduling tool

    What’s not included: 

    Licenses for these tools

  • Vendor

    vincent.maurin.7

    I started to Web Development at the age of 14, I own a digital marketing agency that specializes in Customized Marketing for Startups (https://panja.io).

    I have a multi-cap profile (Development, UX/UI, and digital marketing). I now use my tech skills for marketing, and sometimes I try to make some automated process.

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