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    I urgently require a HubSpot expert to integrate our existing marketing automation with the HubSpot CRM. Task: mapping the contact out from pipedrive Mapping the leads set email sequence and copy all our email templates from pipedrive integrate with 3cx phone system finish migrating from pipedrive I am only availble on Saturday after 10:30 am Sydney time

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    I urgently require a HubSpot expert to integrate our existing marketing automation with the HubSpot CRM. Task: mapping the contact out from pipedrive Mapping the leads set email sequence and copy all our email templates from pipedrive integrate with 3cx phone system finish migrating from pipedrive

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    CRM specialist to help me migrate from Pipedrive to Hubspot I know Pipedrive offer a free migration, I just need someone to ensure a smooth transition which include install tracking code on our wordpress website, install the hubpost sales add-in, important contact and surely the migration, set up 2 sets of email sequence ( each is 5-7 emails ) and lastly give us 1 hr demo on how to use it

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    I am in need of a Pipedrive expert to help me streamline my business workflow. I need someone who can effectively set up automatic response emails, task automation, and sales pipeline customization. Specifically, these are the tasks I require: - Set up automatic response emails through my Outlook account - Automate customer follow-ups and sales lead allocation processes Ideal freelancers will have: - Extensive experience with Pipedrive - Proven skills in setting up automated workflows - Familiarity with Outlook for business email needs. I'm looking forward to proposals from individuals who have successfully completed similar projects before, and can start on this project immediately.

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    I'm in need of an experienced CRM specialist, well-versed in integrating Facebook and Instagram marketing campaigns to Pipedrive CRM for optimised lead nurturing. I require assistance in managing and nurturing leads from these two platforms specifically. Key Responsibilities: - Integrate Facebook and Instagram with Pipedrive CRM - Manage and nurture leads tracked from these platforms - Create and implement strategies to increase lead conversion rates efficiently Skills and Experience: - Proven expertise in CRM (Pipedrive preferred) - Strong knowledge of lead nurturing strategies - Experience in integrating social media platforms (Facebook and Instagram) to a CRM system - Exceptional analytical skills to gauge lead nurturing success - Ability to develop strateg...

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    ... Use insights to refine the content strategy and improve lead conversion rates. Skills and Qualifications: Proven experience in social media management and content marketing, with a strong understanding of LinkedIn, YouTube and Instagram. Experience in lead generation, with the ability to identify and convert content engagement into actionable leads. Understanding and use of CRM tools like Pipedrive to create, update and follow up on leads each week. Strong organizational skills to develop and manage a content marketing calendar effectively. Some creative ability in leveraging digital and video assets to create compelling social media posts. Use Canva to edit, create and share content. Analytical skills to assess content performance and optimize strategies for better eng...

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    ...including cold calling, email campaigns, social media, and other prospecting methods. - Tailor messages to address specific needs and pain points of potential customers. - Qualify leads based on predefined criteria to ensure they meet the company's ideal customer profile. - Working experience with prospecting tools such as Apollo, LinkedIn Sales Navigator, etc., and CRM platforms – HubSpot, Pipedrive, Zoho, etc will be a huge advantage. - Keep customer relationship management (CRM) systems updated with accurate and detailed information about leads and interactions. The perfect candidate will have: - 3 or more years of experience in Medical equipment sales and dealing with USA-based clients. - Excellent communication skills, with the ability to efficiently relay ...

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    In need of a seasoned expert specializing in Pipedrive CRM, particularly in customization and reporting features. Specific tasks will be: - Reconfiguring our system to include custom fields and data structures - Establishing robust dashboarding and reporting templates - Troubleshooting and resolving issues with generating accurate reports The above tasks will ultimately help our team of 5 leverage Pipedrive CRM more effectively. Candidates with a strong background in Pipedrive CRM customization and reporting, as well as problem-solving skills, are greatly encouraged to apply.

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    ...developer for creating a a tailor-made Pipedrive CRM and chatbot to further optimize patient interaction within my dental clinic. The goal is multi-pronged: facilitate real-time answering of FAQs and make accurate treatment recommendations, utilizing both preset responses and natural language processing. Pivotal Aspects: - The chatbot's design must facilitate seamless handling of two main tasks: answering FAQs and recommending treatments. - It should provide answers using a combination of pre-defined responses and natural language processing. - Expect robust interaction with Pipedrive CRM, specifically in the domain of data analysis and reporting. Ideal Skills: - Competency in chatbot creation and natural language processing. - Previous experience with Pipedrive...

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    I require an experienced developer to create advanced plugins for Pipedrive CRM, to be published in Pipedrive Marketpplace. This project is focused on extending the functionality of Pipedrive CRM through plugin development. The objective is to achieve: - API access - Exporting data capability - Developing webhooks - Ensuring OAuth In regards to the technology, the plugins need to be developed in PHP or NodeJS. Ideal candidate should have a solid background in Pipedrive CRM plugins development. Your role will be to ensure that these plugins function seamlessly and provide extended functionality as required. Experience with Plugin testing is a must to ensure that all components work as intended. Looking forward for a competitive bid and a discussion on pr...

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    I'm in need of a CRM expert who can help me manage my sales pipeline and customer contacts, as well as lead generation. My customer base is small, under 1000, but I want to be sure that we are leveraging all of the potential within this group. The ideal person for this project will have: - Knowledge and expertise in popular CRM applications like hubspot, pipedrive, salesforce, etc - Experience in sales pipeline management - Skill in customer contact management - A proven track record in lead generation - Familiarity with reporting and analytics to track and measure success Your role will be to maximize our customer relationships and help us get the most out of every single lead. If you're an expert in CRM and are ready to roll up your sleeves, let's talk.

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    ...service options to guide customers in making informed decisions. Responsive and Consistent Design: Ensure the calculator and any additional elements are fully responsive and consistent with our website’s existing design, providing a seamless user experience across all devices (desktop, laptop, tablet, and mobile). CRM and API Integration: Integrate the pricing calculator with our CRM system (Pipedrive) for automated data handling, lead capturing, and management. Implement necessary API integrations, such as Google Maps for distance calculations, enhancing the calculator's functionality. User Experience Enhancements: Apply AJAX for form submissions to avoid page reloads and include a progress bar to visually indicate the quote generation process stages. Design the UI...

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    I'm looking to have a CRM solution developed or adapted from existing platforms such as Bitrix24 or Pipedrive. This system needs to efficiently manage contacts and track the sales pipeline for around 11-50 users at any given time. The key features I am looking for include: - Contact management: Users should be able to add, remove, and edit contacts with ease while providing a comprehensive look at each party's history and interactions. - Sales pipeline tracking: It's crucial that our team can track the progress of sales activities, revealing what's working and what's not. Your experience with Bitrix24 or Pipedrive systems, or similar CRM platforms, would be a significant advantage. A solid background in CRM development, user interface design, and a...

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    We are an Events coaching, consulting , marketing a...consulting , marketing agency and Publishing company looking for an highly experienced dynamic part time sales and marketing assistant! Initially you will set up and manage Pipedrive /LinkedIn Campaigns to generate leads, manage the data base and putting all your experience of social media analytics management to good use :) a few hours a week Working along side the in-house Junior editor you’ll create socials that stand out, and convert to leads and website traffic . This will then become a long term part time position growing into full time as the job requires . You must have min 1 years Experience with Pipedrive 2 years experience with LinkedIn 3 years Social Media management analytics experience to a...

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    I'm in need of an experienced Zapier Automation Specialist to streamline and enhance my recruitment process. The main goal is to automate resume parsing, ultimately reducing administrative tasks and increasing efficiency within Pipedrive Key Requirements: - Implement a solution able to extract vital information from resumes - Ensure seamless integration with existing Pipedrive CRM Ideal Candidate: Expertise in Zapier automation is a must. Previous experience in automating HR processes, particularly with resume parsing solutions, is a highly valued asset. Understanding of various HR systems and software will be advantageous, though the specific software we use will remain confidential until project commencement. Enthusiasm, problem-solving skills, and a keen eye for d...

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    The task I want done specifically: I have a Pipedrive application for CRM. There are numerous pipelines, one of which I have particular interest. I want to track every person/deal in that pipeline and assess how many emails they were sent in the last month and how many they opened and how many clicked (if clickable) I would like the results on a spreadsheet where we can interrogate it to look for patterns and give each person an engagement score. I would like it to be easily updated eg change pipeline or change dates. This will require working with the Pipedrive API and writing some basic code to obtain this information. Therefore I'm seeking a developer with an understanding of the Pipedrive API to create customized reports that will shed light on our sales pro...

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    We're looking for someone who can configure our email campaign software to our CRM via either a webhook or API. We use Reachinbox, which is very similiar to and and have yet to decide on the CRM but are going with either Nutshell CRM or Pipedrive. Please note that Reachinbox is not configured with Zapier yet.

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    We're looking for someone who can configure our email campaign software to our CRM via either a webhook or API. We use Reachinbox, which is very similiar to and and have yet to decide on the CRM but are going with either Nutshell CRM or Pipedrive. Please note that Reachinbox is not configured with Zapier yet.

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    Has experience in at least one of the following: Lemlist, , Hubspot and Pipedrive I'm seeking a competent project manager to coordinate teamwork, manage our marketing project timeline, and ensure deliverables are met. Responsibilities: - Oversee project timeline, ensuring milestones are met - Manage team coordination, maintaining effective communication among team members - Ensure project deliverables are met within the deadline and expected quality Ideal Candidate: - Entry-level experience in project management, preferably within the marketing industry - Excellent communication, coordination, and time management skills - Ability to manage and deliver project objectives effectively.

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    I'm interested in using Pipedrive and I'm wondering if there's anyone here who specializes in setting it up properly?

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    ...automtically cross check the email contact from the contacts of pipedrive and: - if the contact does not exist, suggest to add it as a new contact and fill in relevant fields (fetched fields from pipedrive) - if the contact does exist in pipedrive, fetch the contact details, deal, activity and comments from pipedrive 2. Edit contacts fields, and direct link to them in pipedrive 3. Default view is the Today Activity from pipedrive (which can be tasks or meetings, fetched from pipedrive activity section) 4. Forwarding opened email to pipedrive 5. Adding deals data to pipedrive contact, adding relevant fields (fetched from the pipedrive pre-existing fields for deals) 6. Adding activities to pipedrive contact, (fet...

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    ...automtically cross check the email contact from the contacts of pipedrive and: - if the contact does not exist, suggest to add it as a new contact and fill in relevant fields (fetched fields from pipedrive) - if the contact does exist in pipedrive, fetch the contact details, deal, activity and comments from pipedrive 2. Edit contacts fields, and direct link to them in pipedrive 3. Default view is the Today Activity from pipedrive (which can be tasks or meetings, fetched from pipedrive activity section) 4. Forwarding opened email to pipedrive 5. Adding deals data to pipedrive contact, adding relevant fields (fetched from the pipedrive pre-existing fields for deals) 6. Adding activities to pipedrive contact, (fet...

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    I'm looking for an integration expert to harmonize two of my main business tools - Apollo and Pipedrive, via Zapier. The main priority of this project is to ensure seamless and automated data transfer for efficient business operation. Key Objectives: - Integration setup to automate data exchange between Apollo and Pipedrive. - Focus on transferring: contact information, deal/sale data, and notes/task details. - Set these transfers to occur on an hourly basis. The successful candidate should have proven experience with Apollo, Pipedrive, and Zapier, specifically in setting up complex integrations and automating processes. Proficiency in handling various types of data, across systems, will be critical. Good awareness around data confidentiality and security is n...

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    ...management (CRM) tool, Pipedrive. The task requires updating 120 leads with specific information and setting appointments based on email responses. Key Responsibilities: * Updating each lead's status and recording recent interactions. This information is critical to understanding each lead's status and prior involvement, which forms the foundation for future engagements. * Handling email responses. Appointments should be set based on inquiries about our products/services, request for more information, or appointment confirmations. Your attention to these critical emails will help streamline my appointment scheduling and minimize delays. The ideal freelancer for this task should have a background in sales and lead management. Previous experience with CRM tools, parti...

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    I'm in urgent need of an experienced plugin developer who can create an effective plugin for Microsoft Outlook. This plugin should be compatible with both Windows and Mac operating systems. Key Functionality: - Right click on email contact in outlook to create a lead in pipedrive Similar functions to gmail one below: I anticipate the project to be completed as soon as possible so I’m searching for somebody who is dedicated and quick. Skilled in multi-platform development (Windows and Mac) and database management is preferable. Experience in similar projects will be an added bonus.

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    I'm in urgent need of a professional experienced in using Pipedrive, Zendesk Sell, and Zapier. This project involves transferring critical lead information from Zendesk Sell into Pipedrive in real-time using Zapier. Here are the specific details: - Lead Information to be Transferred: Contact details, lead status, notes, and communication records should be structured and sent to Pipedrive with no information loss. - Integration Frequency: This transfer should ideally happen in real-time, ensuring a seamless and up-to-date lead tracking system in Pipedrive. Your ability to accomplish this timely and accurately is paramount. Please provide examples of similar projects or integrations you've done before.

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    ...with lead automation from Zendesk Sell to Pipedrive. You will be working on: - Lead creation in Pipedrive: Your task is to automate the process where new leads from Zendesk Sell are automatically created in Pipedrive. You must ensure that there are no missing or duplicated leads. - Information Transfer: As part of the automation process, you will need to ensure that specific information such as contact details and notes about the lead from Zendesk Sell are correctly transferred to Pipedrive. - Lead Assignment: I also need the leads to be automatically assigned to a specific sales team member in Pipedrive once they are created. Skills and Experience: - Proven experience working with Zapier and CRM software, specifically Zendesk Sell and Pipedriv...

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    I have a 5 field webform which when submitted I need it to post the data to the Pipedrive API.

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    We are looking for ongoing support with Pipedrive development, specifically in lead management, reporting and integrations with our other platforms, particularly Zapier and Panda Docs. Pipedrive tasks include: - Automated message changes - Zapier – assisting with setting up new automations and editing existing automations - Organising and categorising leads - Updating lead information/status - Updating settings/dropdowns - Reporting - WhatsApp (API) integration & development: The integration should be one-way communication, allowing users to send messages from our platform to WhatsApp - Form building & integration - Providing advice and guidance on best processes and integrations with Pipedrive Panda Docs tasks include: We are seeking assistance...

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    We are looking for a skilled developer to create a WebRTC app for our Asterix Cloud PBX system integrated with Pipedrive. Preferred Platform: - The app should be developed for the web browser platform. Specific Features: - We have a detailed list of features that we require for the app. But basic functions like incoming call, outgoing call, integration for click to dial , log call history are the minimum Timeline: - We have a timeline for the project, but it is flexible. Ideal Skills and Experience: - Proficiency in WebRTC development - Strong knowledge of PBX systems and integration with Pipedrive - Experience in developing web applications - Attention to detail and ability to follow a detailed feature list

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    I'm looking to create automation based on zapier. Details: When deal status will be updated in pipedrive send email with files files located on Google Drive

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    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.

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    ...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...

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    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...

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    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.

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    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.

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    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.

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    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.

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    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.

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    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.

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    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.

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    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...

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    ...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:...

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    ...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

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    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.

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    ...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....

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    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.

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    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 ...

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