We want to use Make to automate this task.
I am looking for ongoing support with Pipedrive development, specifically in lead management, reporting and integrations with our other platforms. Tasks include: - Automated message changes - Organizing and categorizing leads - Updating lead information/status - Updating settings/dropdowns - Reporting - Providing advice and guidance on best processes and integrations with Pipedrive Communication: - I prefer email communication and calls for ongoing support and updates.
...up-to-date information. Data Entry and Management: Input, update, organize and communicate with leads, contacts, and opportunities in Pipedrive. Move leads to deals and close deals or send them to our lead sales advisor for any communication needed to close Regularly audit and clean up data to eliminate duplicates and ensure accuracy. Import and export data as needed, maintaining consistency across the CRM. Sales Process Optimization: Collaborate with the sales team to understand their processes and identify areas for improvement. Implement automation and workflow rules to streamline sales processes. Provide support to sales team members on effective use of Pipedrive features. Reporting and Analytics: Generate custom reports and dashboards to provide insights into sales...
Project Title: PipeDrive CRM set up - specifically for recruiters Description: I am looking for a freelancer who can help me set up my PipeDrive CRM system specifically for recruiters. The ideal candidate should have experience in setting up PipeDrive CRM systems and be familiar with the needs and workflows of recruiters. Specific features required: - Streamlining the process - automatization Training: - No training is required for my team as we are already familiar with using CRM systems. However, if the need arises in the future, I may consider additional training. Number of users: - There will be 1-5 users who will be using the PipeDrive CRM system. Overall, I am looking for a freelancer who can efficiently set up the PipeDrive CRM system with a...
Hi Furqan A. - As discussed, you will upload the previously discussed contacts to pipedrive sortable by city and hotel name. After re-uploading everything you will provide me with a master list consisting of name, state & email address.
Project Description: I am seeking a freelancer who can assist me with the migration of my website from Hubspot to GoDaddy. Since my website is currently hosted within Hubspot, the first task would be to remove it from there and set up hosting with GoDaddy. Additionally, I would need assistance with transferring the data from Hubspot a new CRM platform. Key requirements for this project include: - Experience in migrating websites from Hubspot to GoDaddy - Knowledge of setting up hosting with GoDaddy - Ability to transfer data from Hubspot to the new platform - Familiarity with website backups and data preservation If you have expertise in these areas and can provide a seamless transition from Hubspot to GoDaddy, please reach out to discuss further details.
I am looking for a freelancer to help me complete a data entry project into a CRM system called Pipedrive. Specifically, the project involves entering contacts into the system using specific fields. There are less than 500 contacts to input. Accuracy is essential to the task, as well as the ability to adhere to the provided fields. Having experience with CRM systems would be an asset for this project.
I am looking for a freelancer to help me complete a data entry project into a CRM system called Pipedrive. Specifically, the project involves entering contacts into the system using specific fields. There are less than 500 contacts to input. Accuracy is essential to the task, as well as the ability to adhere to the provided fields. Having experience with CRM systems would be an asset for this project.
I am looking for a freelancer to help me complete a data entry project into a CRM system called Pipedrive. Specifically, the project involves entering contacts into the system using specific fields. There are less than 500 contacts to input. Accuracy is essential to the task, as well as the ability to adhere to the provided fields. Having experience with CRM systems would be an asset for this project.
I am looking for a freelancer to help me complete a data entry project into a CRM system called Pipedrive. Specifically, the project involves entering contacts into the system using specific fields. There are less than 500 contacts to input. Accuracy is essential to the task, as well as the ability to adhere to the provided fields. Having experience with CRM systems would be an asset for this project.
I am looking for a freelancer to help me complete a data entry project into a CRM system called Pipedrive. Specifically, the project involves entering contacts into the system using specific fields. There are less than 500 contacts to input. Accuracy is essential to the task, as well as the ability to adhere to the provided fields. Having experience with CRM systems would be an asset for this project.
We have a cleaning service that operates in mulitple areas in the U.S. We...We want a Spanish and English speaker. We need a Customer Service Representative that can handle Inbound Calls, Outbound Calls along with text and email communications. The role will require to have a computer with at least 8GB of ram and 2 computer screens. CSR will be scheduling, rescheduling customer bookings, hiring and coordinate with cleaning team. We use Ring Central, Maidiily CRM, Pipedrive CRM for leads and Google Sheets. We are searching for a friendly and positive person to join our nights & weekend shift (EST 6p-11p). We can be flexible with time but person needs to demonstrate that they can be at a computer and reply immediately. Big plus if you use a phone headset that cancels out surr...
...our goals and deliver a top-notch CRM solution. We are looking for someone who is detail-oriented, communicative, and able to work collaboratively with us to ensure that the application meets our needs. If you have experience in developing CRM systems, please reach out to us to discuss the project further. We are looking for an experienced developer skilled in open source CRM platforms such as Pipedrive, Zoho, SugarCRM, SuiteCRM, EspoCRM, Vtiger, Odoo, or any other widely used open source CRM you think suitable for our requirements. Our goal is to transition from InfoFlo to a more user friendly open source alternative. The CRM should be web based and able to be used with Firefox or other popular browser. Source code for the new CRM must be provided. Key responsibilities include:...
...and benefits of our software modules, aligning with our brand's identity and color palette. Specific Requirements: Design Style: Clean-cut, modern, and fresh. Source Material: We will provide actual screenshots from the 6 modules of our software. Brand identity guidelines, which will include our logo, typeface, and color palette. Reference Websites: Xentral: Pipedrive: Recurly: Please use these as inspiration to understand the style and complexity we're aiming for. While we want our designs to be unique, these references should provide a good baseline for the expected quality and feel. Format and Sizes: SVG format for scalability. Initial size: 800x600 pixels (but design with scalability in mind). Details
I am looking for ongoing support with Pipedrive development, specifically in lead management, reporting and integrations with our other platforms. Tasks include: - Organizing and categorizing leads - Updating lead information/status - Updating settings/dropdowns - Reporting - Providing advice and guidance on best processes and integrations with Pipedrive Communication: - I prefer email communication and calls for ongoing support and updates.
...to receive the orders from all these sales channels and at the same time they get a branded customer portal for their customers to use. Our office is located in Amsterdam. Our team is now 4 people. You will be working together with one other remote sales employee (she's German but lives in Canada). You'll be focussing on the German market where we have a good product market fit. We work with Pipedrive as CRM. Since we have a good product market fit, it's not that hard to get a lead to book a demo with us....
I am seeking a freelancer with experience in setting up Pipedrive CRM. Requirements: - Experienced in Pipedrive CRM setup - Ability to implement a specific sales process in Pipedrive - Knowledge of high complexity sales processes If you have previous experience with Pipedrive CRM setup and can handle a high complexity sales process, please submit your proposal.
I am looking for a skilled freelancer to help me with a project that involves transferring customer information from ServiceM8 to Pipedrive. The transfer needs to happen automatically in real-time as the orders or invoices are created. Key Requirements: - Experience with ServiceM8 and Pipedrive - Knowledge of data transfer processes and automation - Ability to set up real-time data transfer between the two platforms Skills and Experience: - Proficient in ServiceM8 and Pipedrive - Strong understanding of data transfer and automation - Familiarity with API integration - Attention to detail and accuracy in data transfer - Excellent problem-solving skills - Ability to work independently and meet deadlines If you have the necessary skills and experience, please submit ...
I am looking for a freelancer who can help me set up and provide basic training for Pipedrive CRM. (I am looking for someone to give me a quick rundown about pipedrive and help me to set up, which include importing database from mailchimp and uploading a few excel worksheet etc)
I am looking for a freelancer who can help me set up and provide basic training for Pipedrive CRM. Skills and Experience: - Experience with Pipedrive CRM - Strong understanding of CRM systems - Ability to provide basic training and guidance on using Pipedrive (I am looking for someone to give me a quick rundown about pipedrive and help me to set up, which include importing database from mailchimp and uploading a few excel worksheet etc) Timeline: - Specific deadline for completion of set up and training Please include your experience with Pipedrive CRM in your application.
Мы оконная компания. Продаем и устанавливаем окна на территории Испании. Для отдела продаж нам необходима СРМ система (zoho, Pipedrive или что-то подобное). На русском языке но не русского производителя. Будут пользоваться 3 человека. Необходима интеграция с Whatsapp. Настроить воронку продаж.
I am looking for 3 things. - a well-designed Typeform for lead capture OR other platforms that do not require hard-codes. - integration with our CRM Pipedrive () - integration with Corelogic data through API () The Tyepform will be used on a landing page where we drive traffic to and it is used to capture prospective client details for a mortgage firm. The successful candidate should be able to demonstrate a good understanding of UI and be able to input on how we can deliver an end product that is user-friendly and flows well for the user experience. They should understand integration or at least project manage developers who can help them complete the
I would like to automate the process of extracting data from the hourly report email and importing it into PipeDrive as a lead. Currently, we are manually entering leads which is time-consuming and inefficient. The ideal candidate should have experience in integrating Pipedrive with Zapier to automate this process. Requirements: - Experience with Pipedrive and Zapier integration - Ability to specify custom fields for lead import - Familiarity with lead import best practices Skills: - Zapier - Pipedrive - Automation - Custom field specification If you have experience in automating lead import into Pipedrive using Zapier and can work quickly and efficiently, please apply for this project.
I am looking for : 1- a well-designed multi-step & mobile responsive form on wordpress 2- integration with our CRM Pipedrive 3- i want the user to fill the form, they would put their property address in the form. But I need the data of the property address to be pulled from this api 4 -after they fill in questions, they get a custom answer (see excel) 5- save data in wordpress dashboard This is form design This is excel for fields and calculations
I am looking for an experienced Pipedrive engineer to help with a customization project. Specifically, I need help with cleaning up our Pipedrive CRM and workflow automation related tasks, which must be completed within the timeframe of 1-7 days. The ideal candidate will have extensive knowledge and experience with the Pipedrive platform. The successful candidate must be able to create, modify, and customize existing Pipedrive features and functions to meet my requirements. The successful candidate must also be knowledgeable on the customization of fields and the visual aspects of Pipedrive. This project requires a high degree of expertise and technical skill. The candidate should have the required skills in Pipedrive customization, integration, a...
I am seeking a freelancer with experience in sales and business development in the software industry. The specific area of focus for this project is partnership development, with the goal of expanding our customer base. Ideal skil...com is an online warehouse management system for e-commerce sellers and fulfillment centers. The last two years we have been active in The Netherlands and Belgium. Right now we are venturing into Germany and need a Business Developer / Sales person that writes and speaks German. We are looking to build a long term relation with this person. This role primarily involves generating leads using Pipedrive, following up on them via phone, and potentially hosting demo calls in the future. If you're interested, please feel free to contact us anytime!
Need integration between Pipedrive CRM and PandaDoc Quoting. We have both subscriptions and need an expert in setting up PandaDocs and then integrating with Pipedrive document creations. If this 1 document is successfully linked by the #Freelance then there will be much more work
We are seeking freelancer experienced in Microsoft Dynamics Business Central and Pipedrive CRM integration. Join our team to assist in implementing a powerful financial system, automating processes, streamlining invoicing, and generating comprehensive financial reports. Requirements: Proficiency in Microsoft Dynamics Business Central, including financial management, invoicing, order management, pricing, and reporting. Familiarity with Pipedrive CRM and its integration capabilities (this would be a plus). Expertise in process automation, including workflows, automatic invoicing, and efficient sales order management. Experience in configuring Business Central for accurate financial reporting. Strong attention to detail and data management skills. Please provide estimated...
I am looking for a developer who can help me integrate features between my Pipedrive and WordPress platforms. As I currently use both, it is crucial that the synchronization is seamless and efficient. My main goal is to have advanced customization options, so I need a developer who is experienced in this area. The ideal candidate should have knowledge in both Pipedrive and WordPress, as well as experience in integrating features and advanced customization.
I am looking for a developer who can help me integrate features between my Pipedrive and WordPress platforms. As I currently use both, it is crucial that the synchronization is seamless and efficient. My main goal is to have advanced customization options, so I need a developer who is experienced in this area. The ideal candidate should have knowledge in both Pipedrive and WordPress, as well as experience in integrating features and advanced customization.
As discussed, please approve a milestone and send me Pipedrive details where you want this to be reflected.
I need a Pipedrive Automation specialist to help set up a system for us. We need deal stages to change based on time limits before the deal close date. ie. Stage changes 120 days before deal close date. Also, mail templates with dynamic fields to be sent on pre-determined time goals ie. Mail 1 (180 days before deal close date), Mail 2 (90 days before deal close date), Mail 3 (30 days before deal close date). The content of the emails will be provided.
I'm looking for someone experienced in Email Marketing. Needs to have experience in branding too. Need someone to put existing materials together into a brand. Got to tailor emails to target specific groups of people (property owners, professionals who can refer businesses, etc.) Thinking about using Active Campaign or Pipedrive, experience in this field would be great.
Need someone to build a new lender. Looking for a Virtual Assistance/Web search expert. I have a lot of different categories/lenders. Needs to understand how to find these contacts. Put them into a good system. Could potentially include email marketing, but the main tasks now are to create these contact lists. Needs to find the right kind of le...kind of what they do. Figure out who the main point of contact for the company is. Needs to be for US companies. List has to contain: Email, contact person, company name, contacts who handle loans. I already have a few lists to compare/validate. Then categorize these contacts into sections. Which section belongs to whatever borrower/lender list. If you know about CRMs -> active campaign or Pipedrive it would be amazing. Dead...
... We plan to synchronize data with cruise companies using their APIs for prices, availability, and dates. We would like to use the ZURF theme of GoodLayers and the Travel Tour Booking Plugin to integrate with that plugin, but we are open to suggestions. Our goal is to automate the website using Pipedrive as a CRM, and allow visitors to generate proposals and quotes that we can adjust from the backend. We need someone with strong proficiency in WordPress and Woocommerce development, experience creating custom plugins, knowledge of CRM integration, and familiarity with proposal and quote generation processes. If you have the necessary skills and experience, please submit a proposal and portfolio
WordPress task I am looking for 3 things. - a well-designed form for lead capture - integration with our CRM Pipedrive () -i want the user to fill the form, they would put their property address in the form. But I need the data of the property address to be pulled from another platform here The form will be used on a landing page where we drive traffic to and it is used to capture prospective client details for a mortgage firm. Video explan the scope IF YOU UNDERSTAND WHAT TO DO THEN CONTACT ME OTHERWISE DONT WASTE TIME
I'm looking for someone to help me integrate GCLID into the built-in Pipedrive webform.
I am looking for : 1- a well-designed lead capture form 2- integration with our CRM Pipedrive () 3- i want when the user fill form, they would put their property address in the form. But I need the data of the property address to be pulled from thisapi 4-after they fill in questions, they get a custom answer The form will be used on a landing page where we drive traffic to and it is used to capture prospective client details for a mortgage firm. Video explain the scope
I am looking for 3 things. - a well-designed Typeform for lead capture - integration with our CRM Pipedrive () - integration with Corelogic data through API () The Tyepform will be used on a landing page where we drive traffic to and it is used to capture prospective client details for a mortgage firm. The successful candidate should be able to demonstrate a good understanding of UI and be able to input on how we can deliver an end product that is user-friendly and flows well for the user experience. They should understand integration or at least project manage developers who can help them complete the integration. We will likely need help in the future
I am looking for Digital Marketing services to help me with an email campaign. I need someone to create a strategy and content for these campaigns that will be sent out on a weekly ba...to increase engagement and ROI through the campaigns. We are launching our brand in a new geography where we have recently established a physical presence, staff and product offer to suit. We would like to have a campaign that is more than brochure-ware, we want to tell a story via pictures and video (this content will be provided) We are looking for someone to lead the campaign using our CRM (pipedrive) and engage with our team for content and direction. We need to be able to measure the results via open rates, leads, calls etc... Should this be a success we have many other opportunities for the rig...
I have a Pipedrive account and a workflow diagram that shows how I need 15-20 Pipedrive automations setup. I need someone to set these up. I will provide my login. Please review the attached process flow. Let me know if we need use Zapier to complete any of these or if we can do all these within Pipedrive's workflow automations. To prove to me that you have read my project, start your response to me with your favorite color.
I am seeking an experienced expert in Pipedrive and Zapier Integration. This individual must have direct experience with Pipedrive and strong understanding of the ecosystem and automation features on both Pipedrive and Zapier. I need help setting up automations to connect and integrate betweeen Pipedrive as well as Zapier with both internal and external tools, as well as troubleshoot any issues that may arise. The ideal candidate will have the necessary technical capability and demonstrated experience working with both Pipedrive and Zapier. If you are a reliable, creative, and results-oriented team player, I look forward to speaking to you about this position.
We need to build an API link between Pipedrive CRM and an ERP system called MIETrak Pro. Thanks, -Josh and Stephanie Jenkins
I need a Freelancer with experience in integrating the following apps: Zenbooker Jobber Company Cam Pipedrive Zapier Please do not apply if you do not have real experience. Must be knowledgeable in workflow and automation. The industry is construction. This is NOT a marketing job.
Thank you to those who applied but we changed the parameters of the job. I'll be closing this soon. We need to fine tune our workflow software and make sure everything is properly linked so there is no fallout of information. We also need someone who can set up our system initially to run campaigns.
Integration of Zoho forms with Pipedrive
hi we sell car insurance and need help with an app integration we use a software called Ubind to receive new sales leads we use a CRM called Pipedrive to track sales leads and convert leads to sales we need help to integrate Ubind with Pipedrive using zapier because Ubind does not have inbuilt integration with pipedrive we want to integrate ubind with pipedrive using zapier's webhook feature can you please help us?
