Certified CRM Developer & SaaS App Developer

Pipedrive CRM Setup & Sales Automation

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Pipedrive CRM setup with automated lead intake and follow-ups

Challenge: Speaker booking inquiries arrived from several website forms and were tracked manually.

Solution: I designed a Pipedrive pipeline (New Inquiry, Automated Fee Email Sent, Follow-Up Sequence and more), connected every website form to Pipedrive through Zapier, and built automated fee emails, SMS notifications and follow-up sequences.

Result: Every inquiry lands in Pipedrive instantly with the right owner and next activity, and follow-ups run automatically. Rated 5 stars by the client.

Information

  • Client Confidential (Upwork)
  • Category Pipedrive / Zapier
  • Tech Stack Pipedrive, Zapier, SMS, Email Automation
  • Status Completed