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$
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I will setup pipedrive crm with pipelines, integration, workflow automation and sales
Designer
We believe every brand has a story worth telling. That's why we combine creativity, strategy, and technology to design websites that inspire, engage, and convert visitors into customers. Every project...
About this Gig
Are you looking to streamline your sales process, close more deals, and eliminate manual data entry? As a certified Pipedrive expert, I will design, build, and optimize a high converting, sales pipeline, tailored specifically to your business goals.
Whether you need a brand new Pipedrive CRM setup or advanced third party integrations, I have you covered.
What This Gig Offers:
- Pipedrive CRM complete account setup and customization
- Custom sales pipeline stages and deal flow design
- Advanced Pipedrive automation and workflow optimization
- Seamless Zapier integration and Makecom automations
- Lead routing and data migration from HubSpot CRM, Zoho CRM or spreadsheets
- Custom web forms, activity tracking, and dashboard reporting
Common Integrations I Handle:
- Lead generation tools (Apollo, LinkedIn)
- Communication tools (Gmail, Outlook, Slack, WhatsApp)
- Scheduling & Calendars (Calendly)
Stop wasting hours on repetitive administrative work. Lets build a powerful system that runs on autopilot so you can focus entirely on selling!
PLEASE CONTACT ME BEFORE PLACING AN ORDER to discuss your specific workflow and technical requirements.
Software:
PipeDrive
Industry:
Business services & consulting
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Real estate
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Software
FAQ
What do I need to provide to get started?
You will need to provide active login access to your Pipedrive account (or invite me as a user). If you want data migration, you must provide your existing leads in a clean CSV/Excel file. For integrations, I will also need access to your Zapier or Make account.
Can you migrate my data from another CRM like HubSpot or Zoho?
Yes, absolutely! I can smoothly migrate your contacts, organizations, and deal history from platforms like HubSpot CRM, Zoho CRM, or spreadsheets straight into your new Pipedrive setup without losing any crucial historical data.
Do you provide the Zapier or Make subscription accounts?
No. You will need to buy and maintain your own subscriptions for Pipedrive and any third-party automation tools like Zapier or Make. I only handle the technical configuration, architecture, and workflow setup.
What is included in Automation planning?
This includes building smart, hands-free workflows. For example, automatically moving a deal to a new stage when an email is replied to, auto-creating tasks for your sales reps, or sending an automated email sequence whenever a new lead fills out your website form.
What happens if an automation breaks or I need a small change after delivery?
Every order comes with standard revision support to ensure everything works perfectly. If you want extended peace of mind, you can add my "7 Days of CRM Account Management" Gig Extra at checkout. This covers ongoing system monitoring, data cleaning, and technical support after the initial setup
