Sfoglia categorie
Esplora
Fiverr Pro
Italiano
$
USD
I will setup gohighlevel pipedrive bitrix24 salesforce notion dashboard crm integration
CRM Specialist, Shopify Store setup Expert, GTM Engineer
Hi there,
I'm Samuel an E-commerce designer and CRM systems specialist with 3+ years of Experience. I help businesses scale by combining premium Shopify store design with powerful CRM integrations an...
Informazioni su questo servizio
Losing leads and wasting hours on manual data entry? Disconnected CRMs and messy field mappings cost you deals, time, and revenue. Every missed lead is lost opportunity.
I build reliable CRM integrations and Notion dashboards that stop data leaks and automate workflows. I connect Salesforce, Pipedrive, GoHighLevel, Bitrix24 and surface clean KPIs in Notion. Expect accurate two way syncs, consistent fields, and actionable reports.
MY DELIVERABLES:
- Platform connections: Authenticate and connect 1-3 CRMs (Salesforce, Pipedrive, GoHighLevel, Bitrix24).
- Field mapping: Core and custom field mapping sheet; conflict resolution.
- Sync setup: One way or two way sync; webhooks and API configuration.
- Automations: Up to 3 workflows via Zapier/Make or native APIs.
- Notion dashboard: Custom dashboard with 5 KPIs, filters, and sample reports.
- Testing: Staging tests, data validation, and rollback plan.
- Handover: Training call, SOP, and 7-30 days monitoring (per package).
ADDITIONAL TOOLS:
HUBSPOT | ZOHO | MICROSOFT DYNAMICS | AIRTABLE | GOOGLE SHEETS | TABLEAU | API INTEGRATION | ZAPIER | MAKE
Message me before ordering so I can confirm platforms, data volume, and the best workflow strategy.
Software:
GoHighLevel
Settore:
E-commerce
•
Servizi finanziari
•
Software
FAQ
How do you handle custom fields, picklists, and mismatched data types between platforms?
I create a field‑mapping matrix that documents type conversions, picklist mappings, and fallback values. For incompatible types I use transformation rules (e.g., map multi‑select to tags) and add validation steps to prevent data loss.
What security and compliance measures do you apply to API keys and sensitive data?
API keys are stored in encrypted vaults and never embedded in client‑side code. I use least‑privilege service accounts, TLS for all endpoints, and recommend role‑based access controls. I can sign an NDA and follow your compliance checklist (GDPR, HIPAA) on request.
How will you prevent duplicate records across Salesforce, Pipedrive, GoHighLevel, and Bitrix24?
I implement deterministic deduplication rules: unique ID mapping, normalized email/phone matching, and a priority source hierarchy. Conflicts are flagged in a mapping sheet and resolved by rule (latest update, source priority, or manual review).
