Sfoglia categorie
Esplora
Fiverr Pro
Italiano
$
USD
I will do pipedrive setup, deal pipeline, and pipedrive automation
Certified CRM Specialist and Marketing Automation Expert
Hi, I'm Gloria. I help businesses, agencies, and sales teams set up and improve CRM systems around their sales process.
I work with HubSpot, Zoho, GoHighLevel, and Pipedrive, offering CRM setup, data...
Informazioni su questo servizio
Your deals are stuck in spreadsheets and reps forget to follow up. Pipedrive is built for selling, but only if the pipeline, fields, and automations match how your team actually sells.
I provide complete Pipedrive setup, pipeline configuration, and automation for sales teams, agencies, and B2B service businesses. From an empty account to a clean pipeline that tells you what to do next.
What this gig delivers:
- Full Pipedrive setup: account, users, permissions
- Custom deal pipelines and stages built around your sales process
- Custom fields, deal labels, and lead qualification forms
- Contact, company, and deal data import from CSV or another CRM
- Activity and task automation so follow-ups never get missed
- Email sync, calendar sync, and lead capture form connection
- Pipedrive integrations: Google Workspace, Slack, Zapier, webhooks
My 3-step process:
- Map: We review your sales stages, deal values, and follow-up rhythm.
- Build: I configure pipelines, fields, and automation, then test with sample deals.
- Handoff: A walkthrough video and a one-page guide for your team.
Message me before ordering so we can confirm your details and pick the right package.
Software:
PipeDrive
FAQ
Can you set up pipedrive from scratch for my sales team?
Yes. I build the account from empty — users, permissions, pipelines, custom fields, and activities — then test it with sample deals before handoff.
Can you import my contacts and deals from a spreadsheet or another crm?
Yes. I clean and map your CSV or export into Pipedrive, matching contacts, companies, and deals so nothing lands in the wrong pipeline stage.
Do you build custom pipelines and deal stages?
Yes. Pipelines and stages are built around your actual sales process, with the right deal fields and labels attached to each stage.
Can you set up automation so my team follows up on time?
Yes. Activity and task automation is configured so each stage triggers the next action, and stale deals surface instead of going quiet.
Will you connect pipedrive to my email, calendar, and other tools?
Yes. Email and calendar sync, lead capture forms, Google Workspace, Slack, Zapier, and webhooks are all part of the build.
