I need a Power Automate Dev to help me set up a flow to manage my sales leads

Job Description:

I want to set up a process which automates actions between Outlook, Planner, Teams to help me better run my sales process. I've crafted some flows but in summary I want to:

- flag emails into my enquiries inbox to trigger new tasks in planner

- respond to those emails easily from planner to either seek more information or set up a sales call

- I want to capture key data ahead of and during the sales call (in Excel) and use that to pre-populate an email to be sent immediately after with new client forms

- I want to be able to follow up regularly (initially after 2 days, and then weekly) with notifications to prompt me when a follow up is due

- if a client responds to my email, I want that to be automatically appended to the appropriate task so that I can easily manage the process through Planner without needing to keep going through outlook as well



Compétences : Power Automate, PowerApps

Concernant le client :
( 0 commentaires ) Abu Dhabi, United Arab Emirates

Nº du projet : #35861950

14 freelances font une offre moyenne de 228 £ pour ce travail


Hello, good day! I'm Tilaga, SharePoint and PowerApps developer. YES, i can build an app, create flow according to your requirement. Please let me know if you would like to take it forward. My technical skills are be Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 5 jours
(65 Commentaires)

Hello, I hope you're doing really well. We are reviewing your requirements and we can do this work. We are a team of highly skilled individuals having 9+ years of experience in the IT Industry. We have worked with Mi Plus

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(2 Commentaires)

Hi, I have been working as a Sharepoint, power automate, Powerapps, Power portal PowerBI developer from last 7+ years in one of the fortune 500 company and I have worked on around 100+ project so far. I am confident t Plus

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(6 Commentaires)

Hi There, Good morning! "First use then believe". I don't want to mention much here but I have 6+ years of extensive experience in Power BI along with Power Apps, Power Automate & Python with total 8+ years o Plus

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(39 Commentaires)

Hello We can do the automation including PowerApps , Power automate , Outlook and Planner . Powerapps will act as interface to show all the activity of email task assigned trigger reminders Ping me now to discuss f Plus

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(1 Évaluation)

Total 2.9+ years of experience in the IT industry with hands on with SharePoint Development, ShareGate Migrations, Power Platform App Designing, Power Automate Flow designing, Integration Automation and Manual Testing. Plus

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(0 Commentaires)

Hi, I have worked already in solutions to manage leads/sales. I can create to you a full solution, clean and automated and we can also discuss some reporting ypu might need. Regards, Maico

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I have great experience on power automate and will be able to achieve this. I have over 10 years of experience and have delivered more than 30 projects

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Dear, I am writing to express my interest in the Microsoft Power Automate project. As a freelance developer with experience in automating business processes using Microsoft Power Automate, I am confident that I can de Plus

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I have 2 years of experience as Microsoft Powerapps developer and very familiar with automations and Azure also.I can deliver the product which will be more user friendly.

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