I will set up zendesk, pipedrive and jobber CRM automation

Managing customer support, sales leads and service jobs across separate systems can create missed follow-ups and scattered customer information.

I will set up and automate Zendesk, Pipedrive and Jobber around your actual business workflow.

For Zendesk, I can configure ticketing, support queues, ticket fields, tags, assignments, triggers, macros and customer support workflows.

For Pipedrive, I can build your sales pipeline, deal stages, custom fields, activities, lead management and automated follow-ups.

• Zendesk helpdesk & ticket automation
• Zendesk triggers, views & ticket routing
• Pipedrive CRM & sales pipelines
• Pipedrive deal stages & activities
• Lead assignment & follow-up automation
• Jobber CRM & client management
• Jobber requests, quotes & jobs
• Scheduling and service workflows
• Customer onboarding workflows
• Automated tasks, reminders & notifications
• CRM/helpdesk integrations
• Customer data organization and cleanup

Whether you run a service business, agency, contractor company, SaaS business or sales team, I will configure the platforms around your existing process rather than giving you a generic setup.

Send me your workflow and tell me which platform you need configured.