Make.com Expert

I need a Upgrade to see actual info/CRM/system integration expert
I am looking with someone who has at least 2-3 years experience of Upgrade to see actual info
you will be integrating our AI Voice System using Upgrade to see actual info (mainly) to customer CRM systems. A breakdown is highlighted below.

In some cases there will also be native integrations, other webhooks, APIs into other systems as well

You will be responsible for connecting our GHL system to AI Voice System and then also connecting customer's CRM system to our AI Voice System. Need you to a) create the 3 packages below so that everything is standardises and b) then connect each of these packages to a customers specific CRM system as required.


If you have 2-3 years experience fill in information below:

• Upgrade to see actual info experience
? How many accounts have you set up
? How many years experience and what areas of Upgrade to see actual info
? What percentage of your time was focused on this activity
can you cover all the requirements below - see appointment setter, smart appointment setter
have you used Upgrade to see actual info to integrated to CRM systems before - is so which ones and how many

API integration
how many API integrations have you done and what type of systems
how many years experience
how many customers have you worked with
can you cover open API and also develop integrations where open APIs don't exist
arding and Customer Service SOP


• Strategic
? Give one example of how you use a strategic approach in defining the tech plan
• Innovation
? Examples of your 3 more innovation integrations
• Values - give one example of each below
? Driven
? Reliable
? Team Player
? Leader
? Performer
? Innovator
? Problem Solver
• Timings
? How many hours can you work per week
? What is the lowest hourly rate
What business hours can you work - UK time


CRM Set Up Requirements for AI Voice Agents



1. Appointment Setter

Contact Update (Retell webhook into Upgrade to see actual info then sync with CRM)

Automatically update contact records in the customer’s CRM system

Verify and validate contact details to maintain accuracy

Ensure duplicate contacts are flagged or merged

Recording (Retell webhook into Upgrade to see actual info then sync with CRM)

Transfer and attach audio recording to relevant CRM records

Recordings will either be stored in the CRM notes section or in a designated custom field

Transcript (Retell webhook into Upgrade to see actual info then sync with CRM)

Attach transcript of all conversations to the relevant CRM records

Transcripts will either be stored in the CRM notes section or in a designated custom field

Calendar (Retell built in feature in Upgrade to see actual info/ Retell webhook into Upgrade to see actual info then sync with calendar)

Schedule meetings directly in the customer’s calendar system

Sync meeting details, including date, time, and participants

Provide automated reminders and updates for scheduled appointments

Lead Source & Campaign Tracking (link between form & driving outbound call (CRM/website form into Upgrade to see actual info into Retell)

Track the source of the lead (e.g., website form, phone inquiry, marketing campaign)

Update CRM with lead source and campaign details for performance tracking

Lead/Opportunity Stage Updates (if answer all questions to meet qualification criteria then move to pipeline stage update via webhook from retell into Upgrade to see actual info then CRM system)

Assign a stage in the sales pipeline (e.g., "Interested," "Meeting Scheduled")

Automatically move leads to the next stage when a meeting is booked

Consent & Compliance Information

Record customer consent for recording the call for quality and training purposes

Record customer consent for further contact (e.g., GDPR, CAN-SPAM compliance)

Update compliance-related fields in the CRM

Shape



2. Smart Appointment Setter

Contact Update

Automatically update contact records in the customer’s CRM system

Verify and validate contact details to maintain accuracy

Ensure duplicate contacts are flagged or merged

Recording

Transfer and attach audio recording to relevant CRM records

Recordings will either be stored in the CRM notes section or in a designated custom field

Transcript

Attach transcript of all conversations to the relevant CRM records

Transcripts will either be stored in the CRM notes section or in a designated custom field

Calendar

Schedule meetings directly in the customer’s calendar system

Sync meeting details, including date, time, and participants

Provide automated reminders and updates for scheduled appointments

Lead Source & Campaign Tracking

Track the source of the lead (e.g., website form, phone inquiry, marketing campaign)

Update CRM with lead source and campaign details for performance tracking

Lead/Opportunity Stage Updates

Assign a stage in the sales pipeline (e.g., "Interested," "Meeting Scheduled")

Automatically move leads to the next stage when a meeting is booked

Qualification

Record responses to qualification questions in the CRM system

Update the sales pipeline stage to “Opportunity Qualified” or similar if applicable

Consent & Compliance Information

Record customer consent for recording the call for quality and training purposes

Record customer consent for further contact (e.g., GDPR, CAN-SPAM compliance)

Update compliance-related fields in the CRM





3. AI Sales Assistant

Contact Update

Automatically update contact records in the customer’s CRM system

Verify and validate contact details to maintain accuracy

Ensure duplicate contacts are flagged or merged

Recording

Transfer and attach audio recording to relevant CRM records

Recordings will either be stored in the CRM notes section or in a designated custom field

Transcript

Attach transcript of all conversations to the relevant CRM records

Transcripts will either be stored in the CRM notes section or in a designated custom field

Calendar

Schedule meetings directly in the customer’s calendar system

Sync meeting details, including date, time, and participants

Provide automated reminders and updates for scheduled appointments

Lead Source & Campaign Tracking

Track the source of the lead (e.g., website form, phone inquiry, marketing campaign)

Update CRM with lead source and campaign details for performance tracking

Lead/Opportunity Stage Updates

Assign a stage in the sales pipeline (e.g., "Interested," "Meeting Scheduled")

Automatically move leads to the next stage when a meeting is booked

Notify sales reps of important changes (e.g., when a lead expresses high interest or urgency)

Automatically prioritize and tag leads based on behavior or conversation insights (e.g., "High Priority Lead")

Escalation & Collaboration Features

Automatically escalate complex inquiries to human sales reps or managers

Enable collaborative notes where sales reps can add comments after reviewing the call or transcript

Assign tasks to other teaUpgrade to see actual infombers based on conversation outcomes (e.g., sending a proposal or follow-up email)


Email & SMS Notification Logs

Log email or SMS notifications sent to the customer (e.g., meeting confirmations, follow-ups)

Include timestamps and content of communications in CRM records

Consent & Compliance Information

Record customer consent for recording the call for quality and training purposes

Record customer consent for further contact (e.g., GDPR, CAN-SPAM compliance)

Update compliance-related fields in the CRM

Analytics & Reporting Fields

Update CRM with fields that contribute to KPI tracking (e.g., lead conversion rate, appointment show rate)

Feed CRM reports with data on appointment outcomes (completed, canceled, no-show)