Pipedrive for dummies jobs
I'm looking for a Zapier expert to help me automate tasks between Pipedrive and SharePoint. Key Requirements: - Integration of Pipedrive & SharePoint: You will be required to ensure smooth interaction between these applications. - Automation of Task Creation: Using an event in Pipedrive's dealflow, there will be a need to automate the creation of tasks in SharePoint. - File Management in SharePoint: The automation should include creating folders, naming them appropriately, and uploading files to them. A successful professional for this job will have: - Proficiency in Zapier: You should have a strong background in working with Zapier and integrating various applications. - Experience with Pipedrive & SharePoint: Familiarity with bot...
I'm looking for a HubSpot consultant to help me with migtation and mapping from pipe drive, i could use the inetgration to map but emal not showing up and i also need them to map/migrate the special column/field from pipedrive to hubspot, IF YOUR NOT A PRO DONT CONTACT ME . I NEED DONE TONIGHT
I'm in need of a savvy, detail-ori...need of a savvy, detail-oriented individual with a firm understanding of Pipedrive CRM. My main focus is on setting up marketing campaign workflows and optimizing my usage of this platform. Key tasks will involve: - Configuring the Pipedrive CRM system with a focus on workflow settings - Assisting with the setup of targeted marketing campaigns workflows The ideal candidate should possess: - Proficiency in working with CRM configuration - Extensive experience in setting up workflows, specifically for marketing campaigns - A keen understanding of Pipedrive CRM - Excellent problem-solving skills Your main goal is to streamline my marketing processes for more efficient and targeted outreach. If you think you'...
I'm looking for a Pipedrive expert who can assist in streamlining our lead management processes. This is pivotal to improving efficiency and efficacy in our sales team's operations. Key Responsibilities: - Customizing Pipedrive to suit our specific lead management requirements - Designing and implementing complex workflows within Pipedrive - Integrating Pipedrive with other tools to ensure seamless data flow and productivity Ideal Skills and Experience: - Proven experience in implementing Pipedrive for sales teams - Deep understanding of sales processes and lead management - Ability to create and implement complex workflows - Experience in integrating Pipedrive with other tools, such as CRM or marketing automation tools T...
...such as Excel or Google Sheets, with separate columns for each piece of information. Key Responsibilities: - Researching and collecting information on the CEO, senior management, and email addresses of around 80 councils. - Ensuring the accuracy and relevancy of the data collected. - Organizing the data neatly into a spreadsheet, in a format suitable for subsequent upload to a CRM tool like Pipedrive. Ideal Skills and Experience: - Experience in data research and entry. - Proficiency in using Excel or Google Sheets. - Familiarity with CRM tools, particularly Pipedrive, is a plus. - Attention to detail and the ability to maintain data accuracy. - Clear communication to provide updates on the progress of the research. I'm looking for someone rel...
I am looking for a professional to integrate Calltools with Pipedrive using webhooks and API calls. This project aims to improve automation and synchronization between our systems. Key Requirements: - Implement webhooks and API calls on Calltools. - Automate trigger workflows between Calltools and Pipedrive. - Ensure real-time synchronization of contacts. The ideal candidate for this project should: - Have prior experience in integrating CRM systems with Calltools. - Be proficient in setting up webhooks and API calls. - Understand the importance of real-time data synchronization. - Be able to work independently and deliver results in a timely manner.
...efficiently scrape phone numbers and emails from LinkedIn profiles. - User-friendly Interface: The software needs to have a simple and intuitive interface for easy use. -Integration with CRM's like Hubspot, Pipedrive, Salesforce and more. Ideal Skills and Experience: - Proficiency in software development, with experience in creating lead generation tools. - Familiarity with LinkedIn API or web scraping techniques. - Strong understanding of data privacy and protection laws to ensure compliance. - Ability to create a user-friendly and responsive cross-platform application. Timeframe: I do not have a strict deadline for this project. However, I am looking for someone who can work efficiently and communicate effectively throughout the development process. ...
As someone desiring to streamline my operations, I require a specialist to automate my sales processes on Pipedrive. Specifically, automation needs to: * Enable multi-user capability * Synchronize calendars * Provide co-branding options Skills and experience in Pipedrive enhancements, sales process automation, and developing multi-user environments would be ideal for this job. Prospective freelancers should be ready to share examples of similar projects they have successfully completed.
...LlamaIndex or LogChain): - SAP CRM - Pipedrive (using Airbyte) - HubSpot - Salesforce - JIRA ( ) Additionally, the assistant should be able to process documents (PDF, DOC, TXT) and summarize a document upon request, answering questions based on the information found in the documents. For database queries, the user must start their request with a keyword to differentiate it from standard questions, for example, "SAP:", "Oracle:", "HubSpot:", etc. Once the user has written their request in natural language, it is then translated
I'm in urgent need of a data analyst proficient in using R Studio for a data analysis and modeling assignment. This task involves creating algorithms using Linear Regression models. I already have my specific dataset for the project which is less than 10,000 records. Ideal Skills for the Job: Data Access and download the study dataset: This dataset is a survey of 2033 residents of Canada was conducted to determine the key factors associated with political engagement. A variety of variables were measured and recorded including some tests they were asked to complete. Below is the data dictionary for the data set. One group of respondents (“Treat”) were given additional education on political matters while the other (“Control”) were n...
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
...included are: AI FUNCTIONS: • Natural Language Processing - For smart understanding and interpretation of user's language, improving user experience. • Recommendation Engine - For accurate and personalized suggestions, boosting user engagement. AUTOMATIONS: • Task Automation - I want repetitive tasks automated for efficiency. • Lead Generation and Email Marketing - Automated yet personalized approach to prospecting and communicating with clients. SAAS FEATURES: • Customer Relationship Management (CRM) - To manage interactions with potential and existing customers. • Marketing Automation - To streamline repetitive marketing tasks and workflows. Ideal candidates should have proficient knowledge in AI technology, Notion / ...
I am in need of an experienced professional who can assist me with ensuring my Pipedrive account is set up effectively and Discord automation functionalities are implemented properly. Having a good knowledge of CRM and automation software is crucial for this role. We are a B2B startup seeking an experienced Pipedrive expert to set up and optimize our CRM to support our unique sales processes and product lifecycle. Our products have a lifespan of 6 months to 1 year, requiring renewal upon expiry. We need a comprehensive Pipedrive setup that includes customized pipelines for tracking various types of leads, sales patterns, product categories, and subtypes, as well as integration with external tools for enhanced workflow automation through either o...
...in need of a highly skilled individual to develop a Pipedrive automation system for my email reminders, follow-up notifications, and deal stage updates. Key Requirements: - Automation of email reminders to be sent as needed. The email content will be templated, but the timing should respond flexibly to the unfolding business dynamics. - Follow-up notifications must be automated such that they are dispatched immediately after a task is due. This is significant in maintaining up-to-the-minute progress tracking. - I also require automatic updates on the various stages of my deals. This feature should aid in keeping me informed about the progress of each deal without necessitating manual checks. Ideal Skills: - Proficiency in using Pipedrive software - Strong knowled...
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
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
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
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.
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 ...
...marketing, leveraging existing and new digital assets to schedule compelling posts on LinkedIn and Instagram. Convert engagement into actionable leads for coaching, speaking engagements and workshops. Measurable KPI is 8-10 qualified meetings scheduled per week. Weekly Hours: Part-time, up to 8 hours per week Tasks and Responsibilities: Content Marketing Calendar Development: Create and manage a comprehensive content marketing calendar that organizes and schedules posts on LinkedIn, YouTube and Instagram, utilizing existing posts, digital assets, and video content. Regularly update the calendar to incorporate new content and optimize for engagement. Social Media Management: Schedule and oversee the posting of content according to the marketing calendar. Monitor enga...
...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 product information to potential clients - Proficiency in sales strategy, to identify new opportunities and close deals effectively. This position calls for someone who understands the nuances of the healthcare sector and knows how to navigate its unique challenges. If you're comfortable in this fast-paced, high-stakes field, I'd love to hear from you...
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.
...skilled 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 wi...
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 di...
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.
I'm looking for a talented Python expert skilled in Geographic Information Systems (GIS) to help with some specific tasks. The project will primarily involve: - Data analysis: You will have to handle data in shapefiles format and leverage your Python skills to derive meaningful insights. - Geographic visualization: The creation of insightful visuals is a significant part of this project. The data analysis part requires knowledge of: - Geocoding: Converting addresses into geographic coordinates. - Overlay analysis: Finding spatial relationships between multiple layers. Please note having a deep understanding of Python, GIS, and experience with shapefiles is necessary to succeed in this project. Any experience with data analysis techniques, including geocoding and overlay an...
Project Overview: We are looking to enhance our existing WordPress website, which is currently utilizing Elementor for its design and layout, by integrating a dynamic pricing calculator tailored to our honeybee removal service. This project aims to improve user interaction, provide instant customized quotes, and ensure seamless backend CRM integration for efficient lead management and follow-ups. Key Project Requirements: Dynamic Pricing Calculator Integration: Develop and integrate a dynamic pricing calculator into our WordPress website, with editable content. The calculator should adjust prices based on variables such as removal location (e.g., single flue, double flue), asbestos presence, and service options (honey, pollen, nectar). The calculator should offer personaliz...
...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 thorough understanding of sales processes are key for achiev...
We are an Events coaching, consulting , m...coaching, 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 experien...
...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 detail are essential traits. Ready to make our recruitment process smooth and efficient? I loo...
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...
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.
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.
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.
I'm interested in using Pipedrive and I'm wondering if there's anyone here who specializes in setting it up properly?
I'm looking for of an experienced Microsoft outlook in-add developer who can create an effective in-add app for Microsoft Outlook. This plugin should be compatible with Microsoft outlook 2016 and above including 360. Key Functionality: 1. When opening an email, the plugin 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 meeting...
I'm looking for of an experienced Microsoft outlook in-add developer who can create an effective in-add app for Microsoft Outlook. This plugin should be compatible with Microsoft outlook 2016 and above including 360. Key Functionality: 1. When opening an email, the plugin 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 meeting...
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...
I'm seeking an expert in Excel and SQL to help automate some of my data entry processes. I'm not entirely certain of the version of Excel I use, so I need a solution that's compatible across all versions, particularly with Excel 2019, Excel 365, and Excel 2016. Here's what I'm looking for in a successful freelancer: - Strong experience with both Excel and possibly SQL - A track record of past work that showcases skillset - Understanding of Excel data structure and automation - Ability to make our data management efficient and error-free The primary goal of this project is to streamline my current data entry methods. My needs: Someone who specialises in excel and possibly also SQL Someone who can create a package which can not be devia...
...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 ...
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.
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.
...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...
I have a 5 field webform which when submitted I need it to post the data to the Pipedrive API.
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 ass...
I Need An E-Commerce Expert (or someone who understands establishing an E-Commerce platform ) to write me a an E-Book explaining to people of all calibers (beginner , intermediate , expert ) how to find a niche market , find products , create a store , legal aspects , set up an ABN & Tax Agent , marketing strategies etc.
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
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
We want to use Make to automate this task.
