Pipedrive Cleanup & Smart Integrations

My Pipedrive account holds roughly 50,000 contacts, and too many of their email and phone fields are now out-of-date. I want that information refreshed, any duplicates removed, and every deal re-linked to the right emails and activities so the whole database finally tells the truth again.

While the data is being cleaned and enriched, the pipelines themselves need an overhaul. Stages, probabilities, and automations should mirror our current sales process, not the version we abandoned months ago.

Automation is the next layer. I need payment data flowing in from Xero (Sync payments only), documents generated through SmartDocs, notifications routed into Slack, tasks pushed to Todoist, and bespoke Zapier or direct API calls tying it all together. A simple lead-capture flow—web form to qualified lead to the correct pipeline—is part of the scope as well.

Deliverables
• A single, deduplicated, fully enriched contact list—no stale emails or phone numbers
• Re-structured pipelines with up-to-date stages, probabilities, and linked activities
• Live integrations: Xero (payments), SmartDocs, Zapier, Slack, Todoist
• Documented workflows and field mappings so any admin can maintain the system

When you reply, please include:
• Two or three similar Pipedrive clean-ups or large migrations you have led
• The enrichment tools or datasets you typically rely on (e.g., Clearbit, Apollo, custom APIs)
• A timeline to complete this project and your cost estimate (milestone breakdown preferred)

If you have ideas for tackling duplicate detection or future invoice syncing, mention them—while the immediate pain is outdated contact details, I’m open to improvements that keep the CRM healthy long-term.