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Fiverr Pro
English
$
USD
I will setup pipedrive CRM automation, sales pipeline, workflows and integration
CRM and Automation Specialist, Sales and Marketing Automation
Hi, I'm Jason Carter, a CRM Automation Specialist helping businesses automate sales, marketing, and daily workflows.
I specialize in HubSpot, GoHighLevel, Apollo.io, Monday CRM, Dubsado, Clay, Make, ...
About this Gig
Struggling with a messy Pipedrive CRM, missed leads, manual follow-ups, or an unorganized sales pipeline?
I will setup, automate and optimize your Pipedrive CRM to help you manage leads, contacts, deals, activities and follow-ups more efficiently.
PIPEDRIVE CRM SERVICES:
- Pipedrive CRM setup & customization
- Sales pipeline and sales funnel setup
- Deal stages and custom fields
- Lead and contact management
- Pipedrive workflow automation
- Automated follow-ups and tasks
- Email automation and notifications
- CRM data organization and migration
- Dashboard, custom reports and KPIs
- Pipeline cleanup and optimization
- CRM troubleshooting
INTEGRATION & AUTOMATION:
- Zapier automation
- Make.com integration
- n8n automation
- CRM integration
- HubSpot CRM
- Zoho CRM
- GoHighLevel CRM
- Monday CRM
Whether you are starting with Pipedrive or improving an existing CRM, I will build around your actual sales process and business goals.
The result: a cleaner pipeline, better lead management, fewer repetitive tasks, and clearer sales visibility.
Message me before ordering for complex CRM automation, migration, or integration projects.
Software:
PipeDrive
My Portfolio
FAQ
Can you set up a new Pipedrive CRM from scratch?
Yes. I can configure your Pipedrive account, pipelines, stages, fields, activities and basic workflows.
Can you automate my Pipedrive sales process?
Yes. I can create workflow automation for lead management, tasks, follow-ups, notifications and other repetitive processes.
Can you work on an existing Pipedrive CRM?
Yes. I can audit, clean up, reorganize and optimize an existing Pipedrive setup.
Can you integrate Pipedrive with other tools?
Yes. I can help with Zapier, Make.com, n8n and other CRM integrations depending on your workflow.
Can you work with HubSpot, Zoho or GoHighLevel?
Yes. I can assist with CRM setup, integration and automation involving HubSpot CRM, Zoho CRM, GoHighLevel and Monday CRM.
