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Fiverr Pro
English
$
USD
I will set up pipedrive CRM, bitrix24, jotform and zapier automation
About this Gig
Tired of copying leads between forms and your CRM or losing track of follow-ups?
I can configure Pipedrive CRM or Bitrix24 and connect your lead-capture tools with practical Zapier automation, so your contacts and sales pipeline stay organized.
Available services:
- Pipedrive or Bitrix24 pipeline setup, stages and custom fields
- Jotform forms or Heyflow lead flows
- Zapier integrations for lead capture, contact creation and notifications
- BuddyBoss member-to-CRM workflows where your site's plugins and access support them
- Workflow testing and a clear handover
Choose the right package:
BASIC: One CRM pipeline and essential settings.
STANDARD: One CRM, one form or flow, and one Zapier workflow.
PREMIUM: One CRM, up to two connected tools, and up to three workflows.
I'll review your requirements, configure the agreed features, test with sample data and explain what was delivered. Subscription fees, complex API development and large data migrations are not included.
Message me on Fiverr before ordering if you need a custom integration or want to confirm app compatibility.
Software:
PipeDrive
My Portfolio
FAQ
Do I need to use all six platforms?
No. Each package focuses on the tools your business actually needs. You can choose Pipedrive or Bitrix24 as your main CRM, then add compatible platforms within your package scope.
What is the difference between the three packages?
No. Each package focuses on the tools your business actually needs. You can choose Pipedrive or Bitrix24 as your main CRM, then add compatible platforms within your package scope.
What do you need from me to get started?
I'll need your workflow goals, pipeline stages, required fields, and authorized access to the selected apps. Existing forms, screenshots or sample data can also help. Please don't send passwords in plain text.
Can you connect Heyflow or BuddyBoss to my CRM?
Heyflow can send form responses through supported integrations. BuddyBoss workflows depend on your WordPress setup, installed plugins and available events. I'll confirm compatibility before promising a connection.
Can you improve my existing CRM instead of starting from scratch?
Yes, a package can cover reconfiguration of an existing Pipedrive or Bitrix24 account within the stated scope. Major database cleanup, large migrations and custom development need a separate quote.
