Comprehensive Pipedrive Setup & Automation

Project Scope:

Initial Setup:
Account creation and configuration
Custom field creation and mapping
Pipeline customization (stages, activities, etc.)
User and permission management
Lead Form Integration:
Connect lead forms to Pipedrive for automated deal creation
Map form fields to relevant Pipedrive fields
Custom Automation Development:
Design and implement custom workflows and triggers for task automation

Communication Integration:
Integrate text messaging provider
Integrate email platform
Ensure all sent and received messages are logged in Pipedrive

Fully configured and customized Pipedrive CRM instance
Seamless lead form integration with automated deal creation
Custom task automations tailored to our workflows
Integrated text messaging and email communication within Pipedrive

Timeline:

Project Kickoff: ASAP
Completion: 7/10 DAYS


Additional Information:

Number of sales team members: 2
Lead form platform used: Wordpress Lead platforms, PPC Landing Pages, SM ada


Requirements:

Proven experience in Pipedrive CRM setup, customization, and automation development
Experience with integrating third-party tools and APIs
Strong understanding of sales processes and workflows
Excellent communication and project management skills