Efficient and easy to work with
Dale has been great to work with. He's very knowledgeable, experienced, quick to reply to messages and fix any errors and accurate with his timeline of the job.
Absolutely polished performance
I had an unusual issue with a zap which I described to Dale. Within a minute he identified the root case and provided a solution which worked immediately. Really helpful and saved me hours of heartache.
Thank you Dale - great work.
Easy, efficient, informative
We were struggling with gravity & hooks. Dale helped with a quick introduction session and setting up on perfect Zap.Â
A note to replicate them across the remainder of forms, with a paid follow up session to double check and provide additional tricks.
We had a Zap issue sending SF Opportunities through to existing Harvest Clients
Dale was super helpful in explaining that Harvest needs to link on an ID, and he gave us 2 options how to resolve it: invoking the Harvest API to return the ID, or to create a circular Zap which sends the a New Client ID back to Harvest to be stored in Salesforce, which can then be sent back through to Harvest in 2nd 'New Opportunity' Triggered Zap, to link it to the existing Client record in Harvest.
I learnt a LOT from our short discussion, and it's given us a way to get past our tricky issue. Thankyou Dale!!
CBO can and will help you
I talked to Dale from CBO about moving data from one system to another, so it can reflect in a third system. Fun stuff right?
Dale showed me an alternative where I can have two systems talking to each other and achieve what I want - and if it doesn't work, is more than happy to help with our original plan
I can't state how much I appreciate this service. I've been working on this for nearly a month before we decided we needed professional help, and we got pointed towards something that can fulfill our needs, and an offer for professional help is still required. Dale was nice and easy to talk to - 11/10, would strongly recommend.