Automating Your CRM

I was looking to follow up on an abandoned opportunity I had from about a half a year ago and found some first names that my contact had used in an email to us.  I knew that those two people were likely decision makers in the purchase but I didn’t have an email for them. 

I went to the company website and used the hunter chrome extension to find the emails and first and last names of those people.  Added them as leads in hunter, and because of the Zap I configured, they automatically were created as leads in ProsperWorks.  I think one of them was the president - so hopefully he is pissed that they didn’t buy product yet, and well tell them all to get back to me!

I think I am going to purchase this email signature tool, WiseStamp, for the team.  It plays nice with g-suite and is only14/month for a team of ten, and it makes email signature marketing kind of easy.  I think I can control everyone on the teams signature too - which would be great for promoting different things and keeping a uniform message.  

There are some analytics things that come with this as well, so that will be interesting.

There is no New Company trigger for ProsperWorks on Zapier, but you can still automatically create a new folder for a company in Google Drive by using the New Person ProsperWorks trigger, and the Find or Create Folder Google Drive action.

The New Person ProsperWorks trigger is pretty self-explanatory, and below are the settings I used for the Find or Create Folder Google Drive action. 

One thing you probably should do to make sure this action works smoothly is set the Field Validation for the Company Field under People to Field cannot be empty.

There’s one other thing to keep in mind. If you already had a folder for a company and it doesn’t match the name of the Company in Prosper Works exactly, it will likely create a duplicate folder when you add a new Person to that company.  I am sure I will be dealing with that quite a bit and will just copy the contents of the old folder into the new “zapped” folder so that this doesn’t keep happening.  

Like FullContact - this updates your contacts automatically. The difference, it captures information from you emails, like signatures.

Apparently, FullContact automatically updates your contacts - pretty nice when coupled with PieSync and Prosper Works.   It added photos, LinkedIn accounts, and locations.  

Um...just that. 

This was mainly for the front office. if a potential customer calls up,  they fill out the google form, and all the required fields are forced so that nothing is missed. The lead gets passed to prosper works - where you can do all types of things with it like send to slack, automatically create a new task and assign to someone...but I will get back to that when I am configuring.

Why not? $60 Dollars a year and all contacts on your phone (if you have google contacts configured) go to your ProsperWorks contacts, and vice versa. 

Keeps them all in sync as well.

Only the contacts with email will be synced, and something to keep in mind is that if you have personal contacts in your phone with emails - they will be added to prosperWorks.  I think you can ignore some contacts but that would be tedious.  I have a personal phone and a work phone so this doesn’t matter too much to me.

Could do a one-way auto add with a Zapier zap from Google Contacts to Google ProsperWorks.