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English
$
USD
I will do pipedrive CRM setup, email sync, and automated workflow integration
About this Gig
Are your sales reps losing track of leads, missing follow-ups, or spending too much time on manual data entry instead of closing deals?
I configure and automate Pipedrive CRM to align directly with your actual sales stages and activity-based selling routines. Whether you are migrating from spreadsheets, configuring two-way email sync, or building trigger-based automated workflows, I ensure your Pipedrive workspace gives you complete visibility into pipeline velocity and revenue forecasting.
Services Offered:
- Pipeline Architecture: Custom deal stages, probability weighting, custom data fields (People, Organization, Deal), and lost reasons.
- Email & Calendar Sync: Configuring two-way Gmail/Outlook synchronization, open/click tracking, and shared team visibility.
- Workflow Automations: Auto-assigning incoming leads, automatic task creation for next activities, stale deal reminders, and notification triggers.
- Lead Capture Setup: Web forms, Leadbox routing, and lead-to-deal conversion rules.
- Data Cleansing & Migration: Mapping and importing historical data (contacts, companies, deals, notes) from CSV or legacy CRMs without duplicate records.
Software:
PipeDrive
Industry:
Business services & consulting
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Real estate
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Software
FAQ
How do I grant you access to my Pipedrive account?
Go to Company Settings > Manage Users > Users > + Add Users, invite my business email, and assign Admin permissions for the duration of the project.
Which Pipedrive subscription plan is needed for native automations?
Pipedrive's native workflow automation is available on the Advanced, Professional, and Enterprise plans. If you are on the Essential plan, we can set up automations externally using Zapier or Make.
Can you migrate my contacts and open deals from Excel/CSV or another CRM?
Yes. I clean your datasets, format field types to match Pipedrive’s schema, and perform relational imports so each deal stays linked to its respective contact and organization.
Will our historical email correspondence sync to Pipedrive?
Once full two-way email sync is authenticated via your Google Workspace or Microsoft 365 account, Pipedrive will sync past and ongoing email threads directly to matching contact profiles.
