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I will automate salesforce CRM workflows for better customer experience
Sam
About this gig
Are customer enquiries being missed because your Salesforce workflows are too manual?
Do disconnected apps and delayed follow-ups make it harder to deliver a consistent customer experience?
I will automate your Salesforce CRM workflows to help your team manage customer information, streamline follow-ups, and coordinate customer-service processes more efficiently.
WHAT I CAN AUTOMATE
- Salesforce lead and contact management
- Customer enquiry routing and notifications
- CRM record creation and updates
- Customer follow-up workflows
- Support case routing and task creation
- Data synchronization between Salesforce and connected apps
- Make.com integrations and AI-assisted workflows
WHY WORK WITH ME?
I focus on understanding your existing process before building a solution. Each agreed workflow is configured, tested, and documented so you can understand how it operates.
Message me before ordering if your project requires multiple systems, custom API work, or complex Salesforc
Get to know Sam
Sam
CRM and CXM Expert
- FromUnited Kingdom
- Member sinceOct 2026
- Avg. response time1 hour
Languages
English, Spanish, German, Arabic
We are a CRM and Customer Experience Management (CXM) team specializing in Salesforce, HubSpot CRM, Zoho CRM, Pipedrive, Microsoft Dynamics 365, Qualtrics, Medallia, InMoment, and NICE. We help businesses improve customer relationships, streamline workflows, configure CRM systems, implement customer feedback solutions, analyze customer insights, optimize service operations, and integrate business tools. From CRM automation and pipeline management to Voice of Customer (VoC), CX analytics, and customer journey optimization, we deliver tailored solutions aligned with your business goals.
Other Customer Experience Management (CXM) Services I Offer
FAQ
Can you connect Salesforce with other applications?
Yes, depending on the application's available integration methods, your Salesforce edition, and the required permissions. Make.com can connect Salesforce with supported applications.
Can you automate customer follow-ups?
Yes. I can configure agreed workflows for follow-up tasks, notifications, record updates, and customer-service handoffs.
Do I need a Salesforce account?
Yes, for Salesforce-specific implementation. The edition must support the required features and API access.
