I will setup and optimize pipedrive automation pipedrive workflow pipedrive email sync

United States

I speak English, Spanish, French, German, Italian, Arabic, Dutch

BoldTrail and KVCore Expert or Smart CRM, Landing Pages and Campaigns

Hi, I’m a BoldTrail and KVCore CRM specialist helping real estate agents, teams, and brokers build organized lead generation and follow-up systems. I specialize in BoldTrail Smart CRM setup, KVCore co...
About this Gig

Is your Pipedrive CRM messy, manual, or difficult to manage?


I will setup and automate your Pipedrive CRM, workflows, sales pipeline and email sync to create a cleaner and more efficient sales process.


What I can setup:


Pipedrive CRM configuration

Sales pipeline and deal stages

Pipedrive automation

Custom workflows and triggers

Lead and contact management

Follow-up and task automation

Email sync and email tracking

Email templates and follow-ups

Activities, reminders and notifications

Custom fields and pipeline stages

Lead assignment and deal updates

CRM cleanup and optimization

Reports and sales dashboards

Zapier and Make integrations

Workflow troubleshooting


I can build workflows for lead follow-ups, task creation, deal movement, notifications, activity management and other repetitive sales processes.


Whether you are setting up Pipedrive for the first time or improving an existing CRM, I will configure the system around your actual sales process.


Message me before ordering with your Pipedrive setup, workflow requirements and the main problem you want to solve.

Software:

PipeDrive

Industry:

Business services & consulting

Financial services

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