I will fix copper CRM, integrate pipedrive, and automate your CRM


About this gig
Is your Copper CRM messy, difficult to manage, or not working the way your team needs? Are leads getting lost, pipelines not updating, or data becoming inconsistent between Copper CRM and Pipedrive?
I can help you clean up and configure your Copper CRM, connect it with Pipedrive, and build practical automations that reduce manual work and keep your customer data organized.
I can help with Copper CRM setup, pipeline configuration, contact and company organization, custom fields, forms, email workflows, task automation, Google Workspace connections, Zapier/Make integrations, API connections, lead management, reporting, and CRM cleanup.
For Pipedrive, I can help with CRM integration, data mapping, lead and deal synchronization, field matching, duplicate issues, workflow automation, and migration-related problems.
Whether your Copper CRM needs fixing, your Pipedrive data needs to be connected, or your sales process needs better automation, I will first understand your current setup and then build a solution around your actual workflow.
Get to know Samuel D
Expert in web design real estate and e commerce solutions
- FromUnited States
- Member sinceOct 2024
- Last delivery7 months
Languages
English, French
My Portfolio
FAQ
My Copper CRM is messy and difficult to manage. Can you fix it?
Yes. I can review the existing setup, organize pipelines, fields, contacts, companies and workflows, and fix configuration issues that are making the CRM difficult to use.
Can you integrate Copper CRM with Pipedrive?
Yes. I can help connect Copper CRM and Pipedrive, map the relevant fields, organize the data flow and automate the processes you need.
I have duplicate or incorrect data between Copper and Pipedrive. Can you fix it?
Yes. I can help identify duplicate records, mismatched fields and synchronization problems, then organize the data and workflows to reduce these issues.
Can you automate my Copper CRM follow-up process?
Yes. I can create workflows for lead assignment, follow-ups, tasks, notifications and other repetitive CRM activities using available Copper CRM automation and integration tools.
Can you connect Copper CRM with other tools?
Yes. Depending on your workflow, I can work with Google Workspace, Gmail, forms, Zapier, Make, APIs, webhooks and other supported integrations.
Can you migrate my Pipedrive data into Copper CRM?
Yes. I can help plan the migration, map fields, organize records and check the transferred data. The exact scope depends on your current Pipedrive setup and data structure.

