You will get Pipedrive crm pipedrive automation pipedrive setup Pipedrive integration
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Project details
Struggling to manage leads, track deals, or automate your sales process in Pipedrive?
I will help you set up and automate your Pipedrive CRM to create a smooth, organized, and conversion-focused sales pipeline.
From setup to automation, I build systems that help you close more deals with less manual work.
What I Can Do:
• Pipedrive CRM setup & configuration
• Sales pipeline design & optimization
• Workflow automation (deals, tasks, follow-ups)
• Lead management system setup
• Custom fields & data organization
• Email integration & automation
• Activity & task automation
• Reporting dashboards
• Pipedrive setup
• Pipedrive crm
• Pipedrive integration
• Pipedrive automation
• Pipedrive specialist
• Zapier Pipedrive
• Pipedrive to HubSpot
• Pipedrive to Gohighlevel
• CRM optimization
• Data Migration
• Workflow configuration
• Audience segmentation
• Integration with tools (Zapier, forms, etc.)
Ready to turn your Pipedrive into a powerful automated sales machine?
Send me a message before ordering to discuss your project!
I will help you set up and automate your Pipedrive CRM to create a smooth, organized, and conversion-focused sales pipeline.
From setup to automation, I build systems that help you close more deals with less manual work.
What I Can Do:
• Pipedrive CRM setup & configuration
• Sales pipeline design & optimization
• Workflow automation (deals, tasks, follow-ups)
• Lead management system setup
• Custom fields & data organization
• Email integration & automation
• Activity & task automation
• Reporting dashboards
• Pipedrive setup
• Pipedrive crm
• Pipedrive integration
• Pipedrive automation
• Pipedrive specialist
• Zapier Pipedrive
• Pipedrive to HubSpot
• Pipedrive to Gohighlevel
• CRM optimization
• Data Migration
• Workflow configuration
• Audience segmentation
• Integration with tools (Zapier, forms, etc.)
Ready to turn your Pipedrive into a powerful automated sales machine?
Send me a message before ordering to discuss your project!
Industry
Ecommerce, Health & Medical, Real Estate, Retail & Wholesale, SoftwareWhat's included
| Service Tiers |
Starter
$150
|
Standard
$350
|
Advanced
$850
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Frequently asked questions
69 reviews
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AO
Adebisi O.
Jul 11, 2026
HubSpot Expert for CRM Improvement
David provided us with detailed documentation after auditing our current HubSpot setup. He was knowledgeable, responsive, and helped us establish the core CRM structure, workflows, pipelines and integrations required for our initial rollout. We'll definitely be working with him for our HS needs!
SP
Saliu P.
Jun 9, 2026
HubSpot CRM & Automation Specialist
I hired David for a HubSpot audit and got more than we bargained for; in a good way.
He went through our entire setup, told us what was working, what wasn't, and sent over a report that actually made sense. Clear next steps, no technical jargon.
Organised, responsive, never had to chase him once. Already planning to bring him back for the next phase. Solid hire!
He went through our entire setup, told us what was working, what wasn't, and sent over a report that actually made sense. Clear next steps, no technical jargon.
Organised, responsive, never had to chase him once. Already planning to bring him back for the next phase. Solid hire!
AA
Alex A.
Jan 13, 2026
Landing Page Template Customization Expert Needed
Great experience working with David. Communication was clear and work was delivered on time. He was very cooperative throughout the project. I’m satisfied with the results and would gladly work together again.
MA
Malik A.
Jan 8, 2026
Quick Landing Page Fix
David was great to work with. He understood the issue almost immediately and fixed the landing page quickly using the instructions provided. Communication was clear, turnaround was fast, and everything is running smoothly now. Would definitely work with him again.
CA
Chastity A.
Nov 23, 2025
Black Friday Page
David did a fabulous job on our black friday project! Great communication, very detailed and went above and beyond for me! Will use him again!
About David
HubSpot CRM Expert | HubSpot Email Marketing HubSpot Automation RevOps
100%
Job Success
Okuku, Nigeria - 5:42 pm local time
WHAT I DO
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✅ CRM implementation. HubSpot built to match how your business works, not the defaults. Contacts, companies, deals, tickets, custom objects, associations, custom properties with validation, lifecycle stages, deal pipelines and stage criteria, lead scoring, routing and owner assignment, permissions, and reporting dashboards you can trust.
✅ Migration. Onto HubSpot from Mailchimp, ActiveCampaign, Pipedrive, Zoho, Salesforce, Klaviyo, or spreadsheets. Source audit, field mapping, deduplication, history preservation, staged import with rollback, validation after the move. Nothing gets lost.
✅ Marketing automation. Workflows, sequences, nurture and lifecycle campaigns, forms and lead capture, segmentation, A/B testing, campaign tracking, UTM frameworks, and attribution reporting that shows which activity produced revenue.
✅ Email deliverability. The part almost nobody covers. SPF, DKIM, and DMARC configuration and alignment, DNS records, domain and subdomain strategy, sending domain warmup, inbox placement testing, blocklist diagnosis, bounce and complaint management, list hygiene, re-engagement campaigns, Gmail and Yahoo bulk sender compliance.
✅ Websites and landing pages. HubSpot CMS and Content Hub, WordPress, Webflow, Elementor, Unbounce, Instapage, Leadpages. Over half of HubSpot sites run on WordPress, so I handle both ends of that connection instead of handing you off halfway.
✅ Training and handover. Two or three recorded sessions covering the CRM object model, workflow logic, reporting and day-to-day admin, so your team can run the system without me - every build ships with documentation.
AI IN THE BUILD
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AI multiplies whatever system it runs on. On a clean CRM it compounds. On a messy one, it produces confident nonsense faster. Architecture first, then AI on top.
✅ Inside HubSpot: Breeze Assistant for daily drafting, record summaries, and CRM questions. Breeze Intelligence for contact and company enrichment. Breeze Agents where they earn their credits. Predictive lead scoring and AI forecasting trained on your actual closed-won history, not a guessed point system.
✅ Outside it: AI-assisted lead enrichment and routing, AI-drafted copy that still sounds like your brand, chatbot and support deflection, and AI workflows in n8n, Make, and Zapier wired back into the CRM through the HubSpot API.
AI IN HOW I DELIVER
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I use AI to compress the mechanical parts of a build: data cleanup and deduplication, first-pass workflow mapping, copy drafts across long sequences, documentation, QA against spec. That is how a full portal build lands in 30 days instead of three months.
What it does not touch is the thinking. Your data model, your pipeline architecture, what should automate and what deliberately should not, which reports actually answer your questions. Those are decisions, and decisions are what you are paying for. AI writes the first draft. I decide whether it survives. Nothing reaches you unreviewed.
HUBS, PLATFORMS AND TOOLS
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Marketing Hub, Sales Hub, Service Hub, Content Hub and CMS, Operations Hub, Commerce Hub. Custom objects, HubDB, memberships, custom reporting, attribution, data cleanup, portal audits.
Mailchimp, Klaviyo, Pipedrive, ActiveCampaign, MailerLite, Constant Contact, Kit, Kajabi. Zapier, Make, n8n, HubSpot API and webhooks, Facebook Lead Ads, Apollo, Google Workspace, Microsoft 365, Slack, Stripe, Calendly: Google Postmaster Tools, MXToolbox, Mail-Tester, DMARC reporting, DNS management.
WHO THIS SUITS
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Companies of 11 to 200 employees who have outgrown a basic setup: B2B SaaS, financial and professional services, consulting, agencies, recruitment, online education, real estate, and B2B service companies running outbound.
RECENT WORK
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Financial services firm, full HubSpot build in 30 days. Cleaned 1,500+ contacts, 15 workflows, two sequences across 14 emails, Facebook Lead Ads integration with owner assignment, SPF, DKIM, and DMARC configured, deal pipeline, 10+ dashboards.
Client whose email had stopped landing, open rates at 3%. I audited the portal, fixed DMARC, and ran a six-week warmup. Open rates cleared 11% and held.
HOW I WORK
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I audit before I touch anything, so you know what is broken and what it costs before you commit. You get documentation, not dependency. And I only take work I can actually do. If something is outside my range, I will tell you rather than learn on your budget.
Start with a fixed-price audit, a scoped build or migration, a deliverability rescue, a training block, or a retainer. Send me your situation, and I will tell you what I would do about it.
Steps for completing your project
After purchasing the project, send requirements so David can start the project.
Delivery time starts when David receives requirements from you.
David works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Strategy
Understand your sales process and CRM goals
CRM Setup & Structure
Set up pipelines, stages, fields, and organization