Pipedrive jobs
...begin dialing right away. Your core mission is simple: convert cold conversations into booked calendar appointments for our senior sales team. You’ll be supplied with—or help refine—a target list of enterprise prospects, then place calls during U.S. business hours, qualify each contact, overcome objections and lock in meeting times. Every successful appointment should be logged in our CRM (Pipedrive) with concise notes so my closers can pick up the thread seamlessly. Because this campaign is appointment-focused, I’m measuring success by the number of qualified meetings you secure, not just dials made. Daily call summaries, updated contact records and calendar invites are the key deliverables. If you’ve previously booked enterprise-level discove...
I’m looking for a seasoned closer who can ta...tailored to each prospect’s pain points • Confident, timely follow-up that converts proposals into signed agreements and clean hand-offs to my account team Because this is true full-cycle work, I need someone comfortable switching hats—from researcher to presenter to negotiator—while keeping every note updated in whatever CRM or outreach tools you already know best (HubSpot, Salesforce, Pipedrive, or similar). If you’ve closed recurring contracts or large one-off projects in the marketing space, tell me about your numbers, the channels you relied on, and your average deal size. I’ll start with a short milestone to track qualified meetings booked, then move quickly into commission or perfo...
I market a suite of subscription-based software appli...day. What I need now is someone whose energy is devoted to one outcome—getting the deal signed. You’ll step in once a lead is vetted, run discovery calls, deliver live or recorded demos, handle objections, negotiate final terms, and secure the close via phone, video, or email. A background in SaaS or comparable software sales, fluent English, and proven confidence with a modern CRM (HubSpot, Pipedrive, or similar) are must-haves. Deliverables • Closed deals recorded in the CRM • Ongoing pipeline notes updated in real time • A concise end-of-week report of wins, losses, and next actions If you thrive on turning interest into revenue, I’m ready to supply the leads and support you need to ...
...process for our services. Your role will be to: * Hunt for qualified leads * Engage prospects via calls or messaging * Present our web design solutions * Handle objections and close deals * Secure signed agreements and initial payments **What we provide:** * A proven web design service that you can confidently sell * Support from our team for demos or technical questions * CRM access (HubSpot/Pipedrive) to track leads and calls **Compensation:** * Competitive **20–30% commission per closed project**, scaling with contract value * No cap on earnings — your income grows with your results We want someone who thrives on closing deals independently, while we focus solely on delivering exceptional websites. If you love closing deals and earning high commissions, this...
I’ve just subscribed to Pipedrive and now need an expert to turn the blank account into a working sales engine. The one and only goal is to manage our sales pipeline cleanly and efficiently for a small team of up to five users, so everything you build should revolve around clear stages, intuitive fields, and easy-to-read reports. Here’s what I picture as the finished hand-off: • Pipeline architecture: custom stages that mirror our real-world sales process, with probabilities and rot settings in place. • Data foundations: import of existing contacts, organisations, and open deals (CSV), plus mapping of custom fields where needed. • User environment: roles, permissions, and visibility groups set so the team can collaborate without stepping on each other...
...Required Skills & Experience Minimum 2+ years experience in B2B outbound lead generation Proven track record of booking qualified sales meetings Experience working with agencies or e-commerce brands Strong understanding of: LinkedIn outbound strategy Cold email personalisation & deliverability Hands-on experience with tools like: Sales Navigator Instantly / Smartlead / Lemlist HubSpot / Pipedrive Excellent English communication (written + verbal) Highly target-driven, disciplined, and self-managed Performance Expectations Book 10–30 qualified calls per month Maintain 5–15%+ positive reply rates Ensure clean CRM tracking and pipeline visibility Focus on quality over quantity Compensation Flexible based on experience and performance: Fixed monthly retainer...
I run a marketing-automation SaaS platform and need a proven closer who can personally source and convert 50 new paying customers. Your mandate is... but the hunting and closing are yours. Payment is results-based. We can break compensation into milestones—paid out every time you confirm 10 new customers—so cash starts flowing as soon as wins are on the board. To succeed you should already be comfortable: • Generating SaaS leads from scratch • Running consultative, value-driven demos • Managing your pipeline in any modern CRM (HubSpot, Pipedrive, Salesforce, etc.) A client counts as “won” when their first month’s payment is processed and their account is fully activated. Hit fifty of those and the project is complete; exceed it and we&...
I run a marketing-automation SaaS platform and need a proven closer who can personally source and convert 50 new paying customers. Your mandate...but the hunting and closing are yours. Payment is results-based. We can break compensation into milestones—paid out every time you confirm 10 new customers—so cash starts flowing as soon as wins are on the board. To succeed you should already be comfortable: • Generating SaaS leads from scratch • Running consultative, value-driven demos • Managing your pipeline in any modern CRM (HubSpot, Pipedrive, Salesforce, etc.) A client counts as “won” when their first month’s payment is processed and their account is fully activated. Hit fifty of those and the project is complete; exceed it and we&...
...alternative - frontend - Sanity CMS - Cloudflare hosting/delivery The site must remain CRM-agnostic. We currently use HubSpot for marketing functions and may continue using it for CTA tracking, visitor analytics, forms, and attribution, but we do not want the website tightly coupled to HubSpot CMS or any single CRM. The implementation should make it easy to move to another CRM such as Attio or Pipedrive later without rebuilding the site. HubSpot tracking and external-site analytics support this approach. ## What we need We are looking for a designer or design-led team to produce: - a full set of responsive website designs - a clear information architecture and navigation approach - a Figma-based design system - reusable page and module designs that translate cleanly into a he...
...Salesforce instance migrated into a new CRM, then extended with several real-time integrations. 1. Data migration & field mapping • Export every contact detail, customer interaction, case record and action plan now housed in Salesforce. • Design a clear field-by-field map, then import the data into the new platform. I’m still finalising whether that platform will be HubSpot, Zoho CRM, or Pipedrive, so the mapping must be documented well enough to work with any of these. 2. API connections • Digital Referrals API • Client Signature API • Costing modules API Build, authenticate and test each endpoint so data flows automatically both ways, with error handling and basic logging. 3. Finance link • Create a l...
I occasionally need a seasoned Pipedrive hand to jump in by the hour and fine-tune our CRM so it works harder for us. The work is always centred on Pipedrive’s native workflow automation—no external tools—so deep familiarity with what the platform can (and cannot) do is essential. Most requests involve: • Building or improving automated lead-assignment rules to make sure every new deal lands in the right rep’s pipeline. • Crafting email follow-up sequences that trigger at the perfect moments to keep prospects warm without any manual effort. Because the projects are ad hoc, turnaround and clarity are key. When a task comes up I’ll outline the exact trigger, conditions, and expected actions; you’ll configure, test, and document the autom...
I want to record voice note on WhatsApp and have it appear as a task in Pipedrive. It does not need at this stage to be linked to any organisation or deal, it just needs to appear on the activity list as a 'to do' and the office assistant will link it up and complete it once they have read the transcript of the voice note, using whatsapp, twillo, make, open ai and pipedrive.
I’m looking for a seasoned closer who can ta...tailored to each prospect’s pain points • Confident, timely follow-up that converts proposals into signed agreements and clean hand-offs to my account team Because this is true full-cycle work, I need someone comfortable switching hats—from researcher to presenter to negotiator—while keeping every note updated in whatever CRM or outreach tools you already know best (HubSpot, Salesforce, Pipedrive, or similar). If you’ve closed recurring contracts or large one-off projects in the marketing space, tell me about your numbers, the channels you relied on, and your average deal size. I’ll start with a short milestone to track qualified meetings booked, then move quickly into commission or perfo...
...- Track KPIs (open rate, reply rate, booked calls, converted deals) and report results regularly. - Work closely with the client to refine messaging and ideal customer profile. Requirements  - Proven experience in email marketing and B2B sales pipeline management. - Hands-on experience with email tools (e.g., Mailchimp, Klaviyo, Lemlist, Apollo, or similar) and at least one CRM (HubSpot, Pipedrive, Zoho, etc.). - Strong written English and ability to craft persuasive sales emails. - Experience managing front and mid-funnel activities (lead generation, qualification, and nurturing). - Comfortable working independently and taking ownership of targets. Nice to Have  - Experience working with agencies or as an outsourced sales/marketing resource. - Familiarity w...
I run an agency that helps service-based small businesses grow, and our sales cycle begins with a live discovery call. Your task is to pick up the phone, speak with owners or decision-makers, and secure those meetings....Success metrics & acceptance criteria • At least 10 scheduled meetings per week. • Calendar invite includes prospect name, direct line, email, and brief call notes. • Updates logged in the CRM before day’s end. Prerequisites Fluent English, confident phone presence, and prior cold-calling experience with small business owners. Familiarity with any cloud dialer or CRM (e.g., HubSpot, Zoho, Pipedrive) is a plus; if you already have your own setup, even better. If setting high-intent appointments is second nature to you, let’s t...
...give you back your most valuable asset: Time. Expertise at a Glance: • Custom AI Agents: Building autonomous agents using OpenAI (GPT-4), LangChain, and Vector Databases for personalized customer journeys. • n8n & Make Specialist: Expert in architecting everything from lean startup automations to enterprise-grade multi-step systems. • Deep API & CRM Integration: Seamlessly syncing HubSpot, Pipedrive, Salesforce, Slack, and Shopify to ensure your data flows where it’s needed. • Scalable Architecture: Designing workflows that don't just work today but scale with your business growth. Why Choose a Specialist? At my rate of £50+/hr, you aren't just paying for "tasks"—you are investing in results. I take a consul...
I’d like an experienced Pipedrive specialist to take a fresh look at how our CRM is configured. Right now, the area begging for attention is automations, and I’m especially keen to refine two things: the email sequences that nurture prospects and the task-assignment rules that keep my team on schedule. My goal is to turn these touchpoints into meaningful, timely interactions that genuinely boost customer engagement rather than just reduce clicks for us. Here’s what I need from you: • Audit our existing pipelines, custom fields, and any current automations. • Design or refine email-based workflows so prospects receive the right message at the right stage. • Set up task-creation triggers that ensure follow-ups never slip through the cracks. &bu...
...consulting, finance comparison, enterprise IT. Functional Requirements 1. Requirement Form Structured form for colocation needs. Fields include for example: Rack count Power per rack Total power Location Redundancy / Tier Timeline Contact details Needs: Conditional logic Validation Multi-step preferred Mobile friendly 2. CRM Integration Form submissions must go to CRM (HubSpot or Pipedrive). 3. Content Management We must be able to edit all text and pages ourselves in WordPress. 4. SEO Basics Indexable pages Meta fields Fast loading Clean structure Technical Requirements WordPress CMS Lightweight professional theme Page builder (Elementor or Gutenberg) Advanced form plugin CRM integration Responsive design User Flow See attached diagram. Main entry pat...
...experience, ideally in SaaS, real estate, or B2B services Ability to learn and articulate a technical product quickly Self-organized, reliable, responsive to messages Comfortable working across multiple US time zones Laptop with good camera, microphone, and stable internet Nice to Have: Experience in US real estate or land development Understanding of AI/tech products CRM experience (HubSpot, Pipedrive, etc.) Compensation: Hourly rate: $15-25/hr depending on experience. Plus $500 bonus for each developer partner you help close. Approximately 10 hours per week to start. Hours & Schedule: Approximately 10 hours per week. Calls will be scheduled during US business hours across different time zones (EST to PST). Flexibility is key. Volume may grow as we scale. About Us: Land ...
I market a suite of subscription-based software appli...day. What I need now is someone whose energy is devoted to one outcome—getting the deal signed. You’ll step in once a lead is vetted, run discovery calls, deliver live or recorded demos, handle objections, negotiate final terms, and secure the close via phone, video, or email. A background in SaaS or comparable software sales, fluent English, and proven confidence with a modern CRM (HubSpot, Pipedrive, or similar) are must-haves. Deliverables • Closed deals recorded in the CRM • Ongoing pipeline notes updated in real time • A concise end-of-week report of wins, losses, and next actions If you thrive on turning interest into revenue, I’m ready to supply the leads and support you need to ...
I run a restoration company and need a dependable hand to keep sales-related admin tight and timely. The core of the role is twofold: • Data entry – each new lead or closed job must b...required. I can provide call scripts, an online phone system, and login credentials for the CRM. What I expect back at the end of each day is an updated database, a call log with outcomes, and any hot issues flagged in the comments column so nothing slips. Accuracy, clear spoken English, and the confidence to call homeowners or property managers are essential. If you already know tools like Pipedrive, or even just Google Sheets that’s a bonus, but I’m happy to train on our setup. Please tell me about similar admin or follow-up work you’ve handled, the phone system yo...
I run a restoration company and need a dependable hand to keep sales-related admin tight and timely. The core of the role is twofold: • Data entry – each new lead or closed job must b...required. I can provide call scripts, an online phone system, and login credentials for the CRM. What I expect back at the end of each day is an updated database, a call log with outcomes, and any hot issues flagged in the comments column so nothing slips. Accuracy, clear spoken English, and the confidence to call homeowners or property managers are essential. If you already know tools like Pipedrive, or even just Google Sheets that’s a bonus, but I’m happy to train on our setup. Please tell me about similar admin or follow-up work you’ve handled, the phone system yo...
I run a restoration company and need a dependable hand to keep sales-related admin tight and timely. The core of the role is twofold: • Data entry – each new lead or closed job must b...required. I can provide call scripts, an online phone system, and login credentials for the CRM. What I expect back at the end of each day is an updated database, a call log with outcomes, and any hot issues flagged in the comments column so nothing slips. Accuracy, clear spoken English, and the confidence to call homeowners or property managers are essential. If you already know tools like Pipedrive, or even just Google Sheets that’s a bonus, but I’m happy to train on our setup. Please tell me about similar admin or follow-up work you’ve handled, the phone system yo...
...empathetic with customers, persuasive with prospects • Data-driven — you track metrics and use them to improve • Self-starter who takes ownership and doesn't wait for direction Bonus: • Experience in niche/technical product e-commerce • Familiarity with the 3D printing or maker community • Experience with helpdesk tools (Zendesk, Freshdesk, Gorgias, etc.) • Experience with CRM tools (HubSpot, Pipedrive, etc.) • B2B sales experience alongside B2C support • Multi-language skills --- HOW WE WORK • Remote, flexible hours • Clear communication, ownership mindset • Customer-first mentality — every interaction matters • Long-term relationship with the right person --- TO APPLY 1. Your background in customer ...
...and supplementing them with targeted email, LinkedIn, or any other channel you find effective—then deliver compelling pitches, run discovery calls, negotiate terms, and guide the prospect right through to a signed agreement. Once the paperwork is in place you’ll brief my internal team so onboarding can begin smoothly. I’m looking for someone who is comfortable setting up a simple CRM (HubSpot, Pipedrive, or comparable) to track every touchpoint, who can write their own outreach copy, and who feels at ease leading closing conversations with senior retail stakeholders. Success will be measured by the volume of qualified meetings booked, deals closed, and how seamlessly each new client transitions into our onboarding workflow. If you’ve already driven new b...
...and supplementing them with targeted email, LinkedIn, or any other channel you find effective—then deliver compelling pitches, run discovery calls, negotiate terms, and guide the prospect right through to a signed agreement. Once the paperwork is in place you’ll brief my internal team so onboarding can begin smoothly. I’m looking for someone who is comfortable setting up a simple CRM (HubSpot, Pipedrive, or comparable) to track every touchpoint, who can write their own outreach copy, and who feels at ease leading closing conversations with senior retail stakeholders. Success will be measured by the volume of qualified meetings booked, deals closed, and how seamlessly each new client transitions into our onboarding workflow. If you’ve already driven new b...
... Because most of our current pipeline sits in real estate, software/technology, and finance, success in at least one of those verticals is essential. Core skills I rely on every day: • Excellent communication—clear, concise, and confidence-building on video or phone • Negotiation that protects margin without killing rapport • Daily discipline inside a modern CRM (HubSpot, , Pipedrive or similar) so the entire team has accurate, real-time data What you’ll do once onboarded: • Receive pre-qualified appointments straight from our setters • Run the call, handle objections, and secure the credit-card or payment link before hanging up • Log notes, tags, and follow-ups in the CRM the same day If you can demonstrate a consist...
...on timely, friendly email conversations with customers and clean data inside Pipedrive. I need a Philippines-based virtual assistant who speaks and writes English flawlessly and can move comfortably between a support inbox, Google Sheets, and the CRM. Your day will revolve around three core activities: answering customer questions by email, entering or cleaning data in spreadsheets, and noting every interaction inside our Pipedrive pipeline. When a situation calls for it, you will also pick up the phone to follow up or reassure a customer, so a clear, confident voice in English is essential. Accuracy is vital—every ticket must be tagged, every row in a sheet must match the source document, and each deal in Pipedrive must show the latest status before you log...
We are looking for an experienced Pipedrive CRM Expert to support us in building a clean, scalable, and fully optimized Pipedrive environment. Your role is to design and configure sales workflows, build dashboards, create reporting structures (Insights), improve data quality, and ensure the system is ready for daily operational use. This project includes both consulting and hands‑on implementation. Scope of Work 1. Pipeline Setup & Optimization Review existing pipelines (if any) Create new sales pipelines with clearly defined stages Set stage probabilities & logic Add custom fields and ensure consistent data structure Optimize activity types and workflow steps Provide best‑practice recommendations 2. Dashboard Creation (Insights) Create professional Insights dashboa...
...CRM or Pipedrive: Log all activity, move leads through stages (New → Contacted → Responded → Booked Call), qualify leads based on business type/estimated card volume. Run low-budget Meta Ads (Facebook/Instagram) targeting UK small business owners if needed (create simple ads, monitor leads into CRM). Basic lead qualification: Score prospects (high-volume like restaurants > low like newsagents), send Calendly links for call booking. Weekly reporting: Dashboard summary of outreaches sent, responses, booked calls, cost per lead. Requirements: Strong English (written & spoken) – must handle UK business communication naturally. Proven experience with LinkedIn automation/outreach (safe practices to avoid bans), lead gen tools (Apollo, Hunter, Expandi, ), a...
...CRM or Pipedrive: Log all activity, move leads through stages (New → Contacted → Responded → Booked Call), qualify leads based on business type/estimated card volume. Run low-budget Meta Ads (Facebook/Instagram) targeting UK small business owners if needed (create simple ads, monitor leads into CRM). Basic lead qualification: Score prospects (high-volume like restaurants > low like newsagents), send Calendly links for call booking. Weekly reporting: Dashboard summary of outreaches sent, responses, booked calls, cost per lead. Requirements: Strong English (written & spoken) – must handle UK business communication naturally. Proven experience with LinkedIn automation/outreach (safe practices to avoid bans), lead gen tools (Apollo, Hunter, Expandi, ), a...
I need rapid-turnaround support filling two l...negotiates rates for the organisation. Full name, job title, direct email and phone are non-negotiable so my team can move straight into outreach. Second, I need experienced closers who can take the qualified prospects, run discovery calls and secure the brand on our platform. If you already have a system, calendar or preferred CRM, great—just plug it into ours; we work comfortably with HubSpot, Pipedrive and even simple Google Sheets as long as updates are real-time. This is an immediate start. I’m ready to agree on daily lead volumes, a clear hand-off process between research and closing, and a results-based milestone structure so everyone sees progress. If you can show recent success booking corporate hotel business, l...
...primarily as a directory to identify agents/agencies (plus other directories as needed) • Data hygiene: de-dupe, standardize agency names, ensure correct phone/email, tag by city/corridor • Maintain “A-list / B-list” and rainmaker tagging (who actually controls off-market) Deliverable: a structured master agent list ready for SDR outreach and cadence. B) CRM Architecture + Implementation (Pipedrive preferred) • Implement CRM as two linked databases: 1. Agents/Agencies (Contacts) = relationship owner, cadence, tags, notes 2. Land Opportunities (Deals/Parcels) = each site as its own record, linked to agent • Add required custom fields + tags (zoning, site area, frontage, exposure, access, services, constraints, timing, price guide $/sqm, comp...
...we are and what we do; they simply need a confident guide to book the call, handle objections, and secure the “yes.” Your day-to-day will revolve around outbound follow-ups, discovery calls, and persuasive closing conversations. A proven phone presence, comfort with Zoom, and the ability to log every touchpoint in a modern CRM are essential. If you already work inside tools such as HubSpot or Pipedrive, you will feel right at home. Deliverables I will use to measure success: • Consistent calendar of qualified meetings set directly from the B2B pipeline • Closed deals that meet or exceed the monthly target we agree on • Accurate, up-to-date notes and pipeline status for every prospect you touch If you thrive on turning consideration-stage interest...
...isn't about building core product features or managing heavy infrastructure- it's about making sure all our systems talk to each other seamlessly and our internal workflows run smoothly. You'll be the go to person for technical implementation across platforms like Webflow, Pipedrive, Stripe, Sandbox, and more. If you enjoy solving integration puzzles, building automations, and keeping systems clean and efficient, this could be a great fit. What You'll Be Doing Setting up and maintaining integrations between tools (Pipedrive, Stripe, Webflow, etc.) Configuring Stripe products, subscriptions, and payment flows Building onboarding flows and internal automations using low-code tools or light backend code Supporting Webflow development and customizations a...
I need help expanding our paint distribution network by signing up brand-new dealers. Your role covers the entire funnel: finding the right prospects, calling them, nurturing intere...sheet or CRM so I can track lead status at a glance. I can supply product literature, price sheets, and a basic script; you bring the resourcefulness to hunt for new dealership opportunities, the confidence to speak with business owners, and the persistence to follow through until the contract is signed. Experience with phone outreach, email follow-ups, and any mainstream CRM (HubSpot, Zoho, Pipedrive—your choice) will make ramp-up faster. If you enjoy end-to-end selling and have ideas on how to spot motivated paint dealers quickly, let’s talk—I'm ready to get the first batch o...
...appointments or handing off leads. Here is how the collaboration will work. I will tell you what prospects to find and call and also share a rundown of the web-development packages we offer. You will handle outreach, follow-ups, objection handling, and closing, then share short daily call notes so I can track pipeline health in real time. Any tools you favour—whether it’s a cloud dialer, HubSpot, Pipedrive, or another CRM—are welcome as long as call outcomes and client details are logged accurately. To help me gauge fit, please add a quick snapshot of past work where you have closed deals over the phone, especially for technical or digital services. I’m interested in the numbers: contact-to-close ratios, notable wins, and anything else that shows you can...
I’m looking for a proactive business-development partner who can keep a steady stream of prospects coming in for my web-development and SaaS services. Your main battlefield will be the e-commerce and SaaS space, with all outrea...qualified leads added to the CRM and 8 discovery calls booked. • From month two onward: a consistent pipeline with weekly status reports showing new leads, follow-ups, and next steps. • All data—email lists, message templates, call notes—neatly organised inside the agreed CRM so anyone on my team can pick up the thread. If you already work comfortably with tools like linkedin, HubSpot, Pipedrive, Apollo, or similar, that’s a plus. Let me know about past wins in e-commerce or SaaS, what cold-email frameworks you rely ...
...improvements • Support special projects as assigned by the CEO • Maintain a high level of confidentiality and professionalism ⸻ Required Qualifications • Prior experience supporting a CEO, founder, or senior executive • Strong background as a Virtual Assistant, Executive Assistant, or Sales Operations Assistant • Excellent written and spoken English • Experience using CRM systems (HubSpot, Pipedrive, Salesforce, or similar) • Exceptionally organized, detail-oriented, and reliable • Ability to work independently and anticipate needs ⸻ Preferred Experience • Real estate, lending, finance, or private equity exposure • Appointment setting or inside sales experience • Familiarity with loan terminology (DSCR, LTV, NO...
...personal mail—so every legitimate question gets a clear, confident reply before day’s end. Beyond communication, I’ll assign light operational tasks that must run through my rotating residential proxies. I’ll supply SOPs, LastPass-shared credentials, and a Trello board that keeps everything in order; you simply follow the steps and note completion. Familiarity with Google Workspace, HubSpot or Pipedrive, and Slack will make the workflow smoother, but I can train the right person. Near-native English, a warm phone presence, and reliable availability Monday–Friday, 9 am–5 pm EST are must-haves. Deliverables • All sales calls answered live and logged within 5 minutes • Text & social media messages replied to within 30 minut...
...personal mail—so every legitimate question gets a clear, confident reply before day’s end. Beyond communication, I’ll assign light operational tasks that must run through my rotating residential proxies. I’ll supply SOPs, LastPass-shared credentials, and a Trello board that keeps everything in order; you simply follow the steps and note completion. Familiarity with Google Workspace, HubSpot or Pipedrive, and Slack will make the workflow smoother, but I can train the right person. Near-native English, a warm phone presence, and reliable availability Monday–Friday, 9 am–5 pm EST are must-haves. Deliverables • All sales calls answered live and logged within 5 minutes • Text & social media messages replied to within 30 minut...
I need a freelancer to automate my lead generation on Pipedrive using website forms, social media, and email campaigns. Key tasks include: - Setting up custom workflows to capture leads from the specified sources. - Ensuring seamless integration and data flow into Pipedrive. Ideal skills and experience: - Proficiency in Pipedrive, especially in workflow automation. - Experience with lead generation from website forms, social media, and email campaigns. - Strong integration skills with various tools and platforms. Looking for someone who can streamline this process effectively.
...similar), confirmations, reminders, rebooking loops * Build conversion pathways across email → landing page → booking → follow-up ### Automation & marketing ops * Design and implement automation across CRM + email platform + calendars * Build workflows: nurture sequences, lead scoring, pipeline stages, task triggers, reporting * Improve efficiency through smart integrations (Zapier/Make, HubSpot/Pipedrive etc.) * Maintain clean data and enforce best practice segmentation ### Reporting & performance * Track and improve: open rate, reply rate, booked meeting rate, show-up rate, SQL rate * Run A/B tests and iterate quickly based on real performance data * Provide weekly performance dashboard and insights to leadership --- ## What success looks like (firs...
I’m after a dependable virtual assistant who can keep our boat-charter inbox humming. Your first priority will be answering customer emails inside Pipedrive CRM in a warm, friendly tone that matches the laid-back New Zealand vibe of dailyboats.co.nz. Once the day’s questions are covered, I’ll have you: • send the occasional outbound sales emails and perform follow-up through Pipedrive • slot enquiries and charters into our internal booking system • Follow up on our training staff and process things after training complete • create new client records in our enterprise platform and confirm payments or subscriptions in Stripe • chase up teammates on any open tasks so nothing slips through the cracks • daily followups to ...
I run a self-hosted n8n instance (Docker on Ubuntu) that integrates with Google Sheets, Pipedrive, Outlook, SharePoint/OneDrive, Ollama on WSL, and assorted APIs through the HTTP Request node. Occasionally I need help troubleshooting a workflow, and I need quick, expert eyes to trace the error, patch the node, or tweak the credentials. I'll also need help when LLM calls or AI agents (esp. using tools) behave erratically. In addition, the rest of my team needs to log in, build, and test workflows. Right now the instance runs locally on my PC, inaccessible to anyone else. I’d like a secure, low-friction way (tailscale?) for colleagues to reach the UI without exposing the host to the public internet. This will be for ongoing, ad-hoc support; expect sessions of an hour or ...
Phase-1 Scope Includes: - Review of existing Pipedrive public app and OAuth configuration - Validation of Marketplace install → consent → app installation flow - Identification of why OAuth consent/install is not completing consistently - Confirmation and correction of: -- Redirect URLs -- OAuth scopes -- Review of app settings & permissions - Review and validation of Pipedrive app uninstallation flow (app lifecycle handling, data cleanup expectations, and compliance considerations) - Recommendation of the correct Pipedrive App Extension (UI Extension) approach - Architecture guidance for Custom SMS UI inside Pipedrive - One alignment call (inside Freelancer) after milestone start - Written summary of findings, recommendations, and next steps (Phas...
...weekly pipeline report outlining progress and next steps Commission is paid as a percentage of every invoice we collect, tiered to reward larger deals and repeat business you generate. There is no earnings cap. Preferred experience includes selling bespoke software projects, SaaS migrations, or broader digital transformation initiatives. Familiarity with tools such as HubSpot, Salesforce, or Pipedrive will accelerate onboarding, but any solid pipeline management process works for me. If you’re ready to turn your network and sales skills into recurring revenue, let’s talk....
...DNI/ID, phone, service, preferred date) Insurance validation before booking Bilingual support (Spanish & English) ID/DNI validation logic Emergency message handling (no medical advice) * Tech Stack (Required Experience) n8n (self-hosted) WhatsApp Cloud API or Twilio OpenAI (GPT-4 class models) Google Calendar API Airtable or Google Sheets Optional experience with CRM tools (HubSpot / Pipedrive) is a plus * Plans / Scalability The workflow should support 3 plan levels: Starter (WhatsApp + text AI) Professional (adds website chat, voice notes) Growth (adds CRM + analytics) Plan features should be toggleable via variables. * Deliverables One reusable n8n workflow template Configurable variables per clinic Basic error handling Short documentation or walkthro...
I need Pipedrive configured from the ground up for a fast-growing solar lead-generation and sales operation. The goal is to have a clean, automated pipeline that captures enquiries from our landing pages and ad campaigns (LinkedIn, Facebook, Google), routes them to the right sales rep, and tracks every stage through to closed-won. Scope – Build custom pipeline stages that mirror the solar sales cycle, including automated task and email triggers. – Import and de-duplicate our existing contacts and deal data. – Integrate web forms and landing pages (WordPress, Webflow or Shopify, depending on the funnel) so new leads appear instantly in Pipedrive with source tagging. – Set up dashboards and reporting for team performance, marketing attribution a...
