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Fiverr Pro
English
$
USD
I will migrate spreadsheets pipedrive crm contacts deals stages cleanup data crm
CRM Automation Specialist for Leads, Workflows Support
I help ecommerce stores, agencies, coaches, consultants, real estate teams, and service businesses set up better CRM and automation systems. My focus is Pipedrive migration, HubSpot lead routing, Dubs...
About this Gig
Are your leads, contacts, and deals still stuck in messy spreadsheets?
I help businesses move spreadsheet data into Pipedrive CRM so their sales process becomes cleaner, easier to track, and less confusing. This gig is for teams that need contacts, deals, stages, fields, labels, notes, or activities organized properly before or during migration.
What You Will Get
- Spreadsheet, Excel, Google Sheets, or CSV data review
- Contacts and organizations prepared for Pipedrive
- Deals mapped into the right pipeline stages
- Custom fields, labels, and sales data structure guidance
- Duplicate, incomplete, or messy data cleanup support
- Pipedrive import setup for contacts, deals, notes, or activities
- Basic testing to confirm records are organized correctly
WHY CHOOSE ME?
- Clean CRM structure, not just data import
- Careful spreadsheet review before migration
- Buyer-focused Pipedrive setup
- Clear communication throughout the project
- Practical support after setup
Message me before ordering so I can review your spreadsheet structure and recommend the best package for your migration.
Software:
HubSpot
Industry:
Beauty & cosmetics
•
E-Commerce
•
Marketing & advertising
FAQ
What do you need from me to start?
I will need your spreadsheet, Excel file, Google Sheet, or CSV file, plus access to your Pipedrive account if import support is included.
Can you fix an existing Pipedrive setup?
Yes. I can review your current contacts, deals, fields, stages, labels, and pipeline structure, then help clean or reorganize them.
Can you work with my current CRM account?
Yes. I can work inside your existing Pipedrive account as long as you provide the right access.
Can you migrate my contacts?
Yes. I can prepare and migrate contacts from spreadsheets, CSV files, Excel, or Google Sheets into Pipedrive.
Can you migrate deals too?
Yes. Deals can be prepared and mapped into the right Pipedrive pipeline stages if your spreadsheet includes deal data.
Can you clean duplicate contacts?
Yes. I can help identify duplicates and clean basic formatting issues before import. Large duplicate cleanup may need a custom quote.
Can you include notes or activities?
Yes, if your source data is structured clearly. Send the spreadsheet first so I can confirm what can be migrated properly.
