I will do pipedrive CRM setup, workflow automation and integrations
Custom software development, any complexity, built to scale
About this Gig
Need a Pipedrive CRM expert to set up, automate, or fix your sales system?
I provide Pipedrive CRM setup, workflow automation, data migration, and CRM integration services built around the way your sales team works. I can configure a new account from scratch or clean up an existing setup with tangled pipelines, missed follow-ups, duplicate contacts, or broken automations.
Depending on your package, I can help with:
account setup, users, permissions, and custom fields
sales pipeline setup for leads and deals, activities, reminders, and owner assignment
Pipedrive automation and email templates
forms, LeadBooster, Scheduler, and Campaigns
contact, organization, and deal migration
reports and dashboards
Pipedrive integrations with Zapier, Make, n8n, webhooks, or API
I test the setup before delivery. Premium includes a short video walkthrough so your team can manage Pipedrive confidently.
Please message me before ordering a large migration, multiple pipelines, an unusual integration, or custom API work. Features may depend on your Pipedrive plan and third-party subscriptions.
Software:
PipeDrive
My Portfolio
FAQ
Can you build Pipedrive from scratch?
Yes. I can configure the account, users, permissions, pipelines, fields, activities, automations, and reports around your sales process.
Can you work with my existing Pipedrive account?
Yes. I can audit the current setup, fix broken workflows, reorganize pipelines, clean up fields, and improve the system without rebuilding everything.
Can you connect Pipedrive to my website or other apps?
Yes. I can use native integrations, Zapier, Make, n8n, webhooks, or the Pipedrive API. Send the app names before ordering so I can confirm the best method.
Can you import contacts and deals?
Yes. Please send a sample file first. I will check its columns, duplicates, data quality, and total number of records before confirming the scope.
Will you test the automation?
Yes. I test the included triggers, conditions, actions, assignments, notifications, and data transfer before delivery.
Do I need to share my password?
No. Invite me as a temporary user with the permissions required for the project. You can remove my access after delivery.
Are Pipedrive and third-party subscription fees included?
No. Pipedrive, Zapier, Make, n8n hosting, add-ons, and other provider fees are paid by the client.
Should I contact you before ordering?
You can order Basic for one clearly defined task. Message me first for migration, multiple pipelines, API work, or any integration not listed in the package

