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English
$
USD
I will set up and customize pipedrive CRM pipeline, workflows, and automation
Zoho, Pipedrive, HoneyBook Setup, Automation and Integration Specialist
I help small businesses, sales teams and creatives turn their CRM into a system that actually works across Zoho CRM, Pipedrive and HoneyBook.
3+ years hands-on:
• Zoho: pipelines, workflows, Zapier/A...
About this Gig
Messy Pipedrive account or starting fresh and want it built right the first time?
I set up and customize Pipedrive CRM to match exactly how YOUR business sells:
clean pipelines, automated workflows, and dashboards that actually get used.
WHAT I DO FOR YOU
Complete Pipedrive account setup & configuration
Custom sales pipelines, stages & deal rotting rules
Custom fields, labels, filters & smart contact data
Workflow automations, activity & follow-up reminders
Email sync (Google/Outlook) & email templates
Dashboards & reports for sales visibility
Data import / migration from spreadsheets or another CRM
Team users, permissions & visibility groups
Handover training (live call or Loom video)
WHY ME
CRM specialist across Pipedrive, Zoho & HubSpot
Setup documented so your team can run it without me
Clear communication, fast delivery, post-delivery support
PLEASE MESSAGE ME BEFORE ORDERING so I can review your sales process and
recommend the right package.
Software:
PipeDrive
My Portfolio
FAQ
Do I need a Pipedrive account before ordering?
Yes. You will need an active Pipedrive account. If you haven't created one yet, I'll help you get started.
Can you customize the CRM for my sales process?
Absolutely. Your pipelines, deal stages, workflows and automations will be customized to fit your unique sales process.
Can you automate follow-ups and repetitive tasks?
Yes. I can create workflow automations for lead assignments, follow-up reminders, emails, activities and other repetitive tasks.
Can you integrate Pipedrive with other tools?
Yes. I can integrate Pipedrive with supported tools such as email, calendars, forms, Zapier, Make and other compatible business applications.
Will I know how to use the CRM after setup?
Yes. I will organize your CRM using best practices and ensure it's easy to manage. I can also provide guidance on how to use it effectively.
What do you need from me to start?
Admin access, a quick note on your sales steps, and any existing data files
