I will setup and automate pipedrive CRM sales pipeline workflows
FUB, HubSpot and Pipedrive setup, automation, and workflows
About this Gig
Losing leads because your Pipedrive is set up wrong or not set up at all? You're in the right place.
I'm a Pipedrive expert who builds sales pipelines, automation, and integrations so your leads move forward on their own instead of falling through the cracks. Whether you're starting from zero or need your account cleaned up, I'll turn Pipedrive into a system that saves you time and closes more deals.
What's included:
- Pipedrive setup from scratch
- Custom sales pipeline setup matched to your process
- Pipedrive automation for follow-ups and deal stage updates
- Pipedrive workflow design to cut manual tasks
- Field customization for deals, contacts, and organizations
- Email integration and automated sequences
- App integrations (Zapier, WhatsApp, Slack, Mailchimp)
- Sales reporting dashboards
- Data import and cleanup
Why choose me:
- I build the workflow around your sales process, not a generic template
- Hands-on CRM and automation experience
- Clear communication, no jargon
- Fast turnaround without cutting corners
Message me before you order so I can understand your sales process, then let's get your pipeline built right.
Software:
PipeDrive
FAQ
Do I need to already have a Pipedrive account?
No. If you don't have one yet, I can guide you through creating an account before we start, or set it up for you.
Which Pipedrive plan do I need?
Automation features require Pipedrive's Advanced plan or higher. I'll tell you exactly which plan fits once I know what you need built.
Can you migrate my data from another CRM or spreadsheet?
Yes. I can import and clean up contacts, deals, and organizations from spreadsheets or most other CRMs.
What apps can you integrate with Pipedrive?
Zapier, Mailchimp, WhatsApp, Slack, Gmail/Outlook, and most tools with a Pipedrive integration or Zapier connection.
Do you offer training after setup?
Yes, the Premium package includes a walkthrough call. Extra training sessions can also be added on request.

