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Fiverr Pro
English
$
USD
I will set up pipedrive to track calls emails and linkedin followups
Nathan
About this gig
Deals with no next step and calls or LinkedIn chats that never get logged are how follow-ups die.
Insider detail: some activity logs automatically (synced email) and some must be logged by hand, like LinkedIn chats. I list which is which on your plan, so nobody assumes.
What you get
- Pipeline from first contact to won or lost
- Activity types for calls, emails and LinkedIn
- Fields, reminders and duplicate checks
- Every open deal set up with an owner and a next action due date
- Owner views: new deals, completed activity, overdue follow-ups, deals with no next action
- Written step-by-step guide for your team
Everything is delivered in writing. No calls, live sessions or recorded walkthroughs.
Before ordering, tell me your Pipedrive plan, your current stages, and who will use it.
Get to know Nathan
Nathan
CRM Automation and Lead Data Specialist
- FromUnited States
- Member sinceOct 2026
Languages
English, German
I build the CRM and lead data plumbing behind sales teams: Meta lead forms into HubSpot or Close through Zapier, Clay enrichment with verified emails, HubSpot Starter setups, and Pipedrive activity tracking. I work through written messages and deliver in files and notes, so everything is documented and easy to hand over. You tell me the goal and the tools, I build it, test it with sample data, and send clear written notes.
FAQ
Does Pipedrive log LinkedIn automatically?
No, LinkedIn chats are logged by hand. I set up the activity type and a simple rule.
Do I need to upgrade my plan?
I work within your plan and flag any extra cost before I build.
Can you scrape leads?
No, this gig is setup and tracking only.
How do I learn the setup?
From the written step-by-step guide.
Do you do calls or live training?
No. Everything is written.
