I will set up a meta lead form to CRM lead system for insurance and finance brokers

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shawn_em
S
shawn_em
Shawn Emminger
set up a meta lead form to CRM lead system for insurance and finance brokers
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set up a meta lead form to CRM lead system for insurance and finance brokers

About this gig

Leads from Meta ads arrive in your CRM instantly, with automatic follow-up, built for insurance and finance brokers. You get: Meta lead form connection, CRM pipeline, follow-up sequence (WhatsApp-ready workflow), owner alert, documentation. Not included: ad spend, ad creative/management, CRM licences. Delivery 5-7 days, 1 revision included. To get started I need: 1) Which CRM and ad account setup? 2) What happens with a lead today? 3) Your go-live date. Access: Business Manager partner access + CRM, temporary. Data protection: consent text check recommended; a DPA is available.

  • Platform

    • WordPress

  • Website type

    • Business
    • Landing page
    • Blog
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Get to know Shawn Emminger

Shawn Emminger

Senior CRM Developer, Custom CRM Builder

  • FromUnited States
  • Member sinceFeb 2024
  • Avg. response time1 hour

  • Languages

    German, English
CRM is my craft: 7+ years, 150+ launches, built for agencies and insurance/finance marketers. I build custom CRM systems around your business (bespoke pipelines, lead routing, agency/insurance CRMs) and master HubSpot & GoHighLevel. Plus Zapier & Make automations (instant follow-up, SMS/email), high-converting landing pages, websites, and WordPress builds & maintenance. US citizen, native German & fluent English, fast turnarounds. Need a CRM built your way? Message me!

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