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Fiverr Pro
English
$
USD
I will set up pipedrive CRM, workflow automation and email marketing integration
About this Gig
I will set up and optimize your Pipedrive CRM so leads are organized, follow ups happen automatically, and your email marketing works together with your pipeline (instead of living in separate tools).
Whether you're starting from scratch or fixing a messy account, I'll build a clean, reliable system your team can actually use.
What I offer:
- Pipeline setup/cleanup (stages, required fields, probabilities)
- Custom fields, tags, filters, and lead source tracking
- Workflow automations: auto-create activities, reminders, stage moves, alerts
- Email integration: Gmail/Outlook sync + basic templates/tracking setup
- Email marketing integration (plan/tool dependent): list segmentation + sync rules
- Optional: connect Pipedrive to Mailchimp/ActiveCampaign/etc. via Zapier/Make
- Dashboards & reports (pipeline value, conversion, rep activity)
- End-to-end testing and handover notes
Why choose me:
- Clean, maintainable automations (no cluttered workflows)
- Clear communication and structured delivery
- Tested setup so your CRM is dependable from day one
Message me your current pipeline and email tool and I'll recommend the best package.
Software:
PipeDrive
FAQ
Which email marketing tools can you integrate?
Pipedrive Campaigns or tools like Mailchimp/ActiveCampaign (depending on your stack).
Do you set up cold email blasting?
No. I set up compliant marketing workflows and CRM follow-ups using your opt-in lists.
Can you automate “no response” follow-ups?
Yes—via activities, reminders, and workflow rules (plan-dependent).
Will this work on my Pipedrive plan?
Some automation features vary by plan. Tell me your plan and I’ll confirm scope.
Do you guarantee sales results?
No—this gig delivers setup/automation, not guaranteed revenue outcomes.
