I will setup pipedrive crm pipedrive automation jobber automation jobber integration
Nigeria
CRM, AI Automation Consultant, GoHighLevel, Voice AI and Business Systems Expert
About this Gig
YOUR MONEY IS BURNING IN THE GAPS
Leads come in, but follow-ups get missed. Quotes sit too long.
Client details are scattered.
Your team spends hours moving information around instead of serving customers. And sometimes, a lead simply disappears because nobody knew what should happen next.
Thats the kind of problem I solve!
Whether you need Pipedrive, Jobber, or both, I will build your system around your actual business workflow not force your business into a generic template.
With Pipedrive, I can structure your sales pipeline, lead stages, activities, custom fields, follow-ups, and automations so your team knows exactly where every opportunity stands.
With Jobber, I can organize requests, clients, quotes, scheduling, jobs, invoicing, and client communication so your service operation runs with less friction.
If your sales and service processes need to work together, I can connect Pipedrive + Jobber using Zapier, Make, or n8n, reducing repetitive data entry and keeping critical information moving between systems.
You dont need more complexity. You need a workflow that closes the gaps.
Tell me where your process is leaking revenue, and Ill show you how Id fix it.
Software:
PipeDrive
Industry:
Construction
•
E-Commerce
•
Real estate
My Portfolio
FAQ
Can you set up Pipedrive CRM from scratch?
Yes. I can build Pipedrive around your actual sales process, including pipelines, deal stages, leads, custom fields, activities, follow-ups, automations, and sales workflows. The goal is to give your team a clear view of every opportunity and prevent leads from getting lost.
Can you customize the setup to my existing business workflow?
Definitely. I don't believe in forcing every business into the same CRM template. Whether you're running a cleaning, landscaping, HVAC, plumbing, contracting, home-service, or another service business, I'll build the Pipedrive or Jobber setup around how your team actually works.
Can you optimize my existing Pipedrive CRM?
Absolutely. If your Pipedrive account is already messy or underused, I can audit and restructure it. I'll help clean up pipelines, fields, activities, automations, and follow-up processes so Pipedrive becomes easier to manage and actually supports your sales team.
Can you set up Jobber for my service business?
Yes. I can configure Jobber to organize your clients, requests, quotes, jobs, scheduling, invoicing, and client communication. I'll structure the workflow so your team can move smoothly from a new service request to a completed job.
Can you automate follow-ups in Pipedrive?
Yes. I can create Pipedrive automations that trigger tasks, activities, reminders, and follow-up actions based on your sales pipeline. This helps prevent leads from sitting untouched simply because someone forgot to follow up.
Can you automate Jobber workflows?
Yes. I can help streamline repetitive Jobber processes around requests, quotes, jobs, scheduling, client communication, and other operational steps. The exact automation depends on how your business currently handles service delivery.
Can you help reduce manual work between my CRM and service operations?
Yes. I can identify repetitive tasks such as copying client information, updating deal stages, creating follow-up tasks, or moving information between systems. Where supported, I'll use Pipedrive, Jobber, Zapier, Make, or n8n to automate those processes.
Can you connect Pipedrive and Jobber?
Yes. If your business needs both platforms, I can design an integration between Pipedrive and Jobber using available automation tools such as Zapier, Make, or n8n. This can reduce duplicate data entry and help information move between your sales and service workflows.
I don't know whether I need Pipedrive, Jobber, or both. Can you help?
Yes, that's actually something I can help you determine. I'll look at how you currently capture leads, manage sales, send quotes, schedule jobs, and follow up with clients, then recommend the setup that makes sense instead of adding unnecessary complexity.
Can you build a sales pipeline for my business?
Yes. I'll structure your Pipedrive sales pipeline around your actual customer journey, from new lead and qualification through follow-up, proposal/quote, negotiation, and won or lost deals. This gives your team a clearer picture of what needs attention.
