You will get Pipedrive CRM Setup and Automation
Top Rated
Project details
As a Pipedrive setup and automation expert, I specialize in optimizing Pipedrive to help businesses streamline their sales process and increase productivity. I’m here to help you make the most of this powerful CRM tool by designing custom workflows,
What I Can Do for You:
Pipedrive CRM Setup:
Customize your Pipedrive pipeline to match your sales process.
Set up custom fields, stages, and workflows tailored to your business needs.
Import data from other CRMs or spreadsheets into Pipedrive without losing information or structure.
Integrate Pipedrive with other tools (e.g., Gmail, Slack, Google Calendar, Zapier) for seamless connectivity.
Sales Pipeline Optimization:
Automation Setup:
Automate routine tasks such as lead capture, email follow-ups, meeting scheduling, and more.
Use Pipedrive’s automation feature to trigger actions based on specific conditions
Integrations & API:
Connect Pipedrive with other tools you use, such as marketing platforms, e-commerce websites, or other CRMs.
Set up integrations with Zapier for advanced workflow automations.
Leverage Pipedrive’s API to create custom integrations tailored to your business needs.
What I Can Do for You:
Pipedrive CRM Setup:
Customize your Pipedrive pipeline to match your sales process.
Set up custom fields, stages, and workflows tailored to your business needs.
Import data from other CRMs or spreadsheets into Pipedrive without losing information or structure.
Integrate Pipedrive with other tools (e.g., Gmail, Slack, Google Calendar, Zapier) for seamless connectivity.
Sales Pipeline Optimization:
Automation Setup:
Automate routine tasks such as lead capture, email follow-ups, meeting scheduling, and more.
Use Pipedrive’s automation feature to trigger actions based on specific conditions
Integrations & API:
Connect Pipedrive with other tools you use, such as marketing platforms, e-commerce websites, or other CRMs.
Set up integrations with Zapier for advanced workflow automations.
Leverage Pipedrive’s API to create custom integrations tailored to your business needs.
Programming Languages
PHP, HTML & CSS, JavaScriptCoding Expertise
Cross Browser & Device Compatibility, PSD to HTML, LocalizationWhat's included
| Service Tiers |
Starter
$150
|
Standard
$250
|
Advanced
$400
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 8 days |
Number of Revisions | 4 | 6 | 7 |
Install Script | |||
Test Script | |||
Task Automation |
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SH
Stephanie H.
Apr 27, 2026
MarginEdge to QuickBooks Online Mapping Expert Needed
MS
Mark S.
Dec 23, 2025
HubSpot → TinCheck API Integration (Identity Verification Workflow)
Anil was great. It did take some time to nail down exactly what we were able to do with our project but I will absolutely be working with him again.
MS
Magnus S.
Dec 15, 2025
Integration of custom software and QBO using API
IM
Ilona M.
Nov 19, 2025
Update QBO data via API
TJ
Trent J.
Oct 9, 2025
API Integration
About Anil
API Integration| Zapier| Hubspot & Twilio API , Xero| QBO, Pipedrive
95%
Job Success
Chandigarh, India - 2:24 pm local time
I specialize in connecting fragmented SaaS platforms into a single, unified ecosystem. With over 7,500 hours completed on Upwork, I write clean, maintainable backend code that eliminates manual bottlenecks and ensures 100% data accuracy.
Whether you need a high-code custom backend bridge or a low-code automated workflow, I ensure your data flows securely using industry-standard protocols.
⚙️ Core Integration & Automation Services
Backend Development & Custom APIs: High-performance, scalable backend systems built with Laravel and custom PHP/Node.js bridges.
CRM Integration & Workflows: End-to-end automation for Salesforce, Hubspot, and Pipedrive to keep your sales pipelines updated in real time.
Financial & Accounting Sync: Seamless data pipelines for Xero and QBO (QuickBooks Online) to automate invoices, contacts, and payout reconciliation.
Telephony & Communication APIs: Advanced workflow triggers using Twilio and Aircall for automated SMS alerts and call logs.
Automation Platforms: Rapid deployment of multi-step logic using Zapier and Make.
Secure Authentication: Bulletproof security implementations using OAuth 2.0, Webhooks, and REST/GraphQL protocols.
🔗 Proven Workflow Solutions I Build
Lead to Invoice: Hubspot / Salesforce ↔️ QBO / Xero (Automatic customer and invoice generation upon closing a deal).
Communications: Aircall / Twilio ↔️ Pipedrive (Instant call logging, SMS follow-ups, and lead status updates).
Custom Middleware: Connecting proprietary software to mainstream SaaS platforms using secure OAuth 2.0 flows.
🏆 Why Enterprise Clients Partner With Me
Top Rated Plus Status: Positioned in the top 3% of elite software talent on Upwork.
7,500+ Hours Worked: Extensive experience handling complex, edge-case API issues.
Clean Architecture: Focus on clean, documented backend development—not just quick patches.
Ready to automate your business processes? Click the "Invite" button on the top right, and let's map out your integration requirements.
Keywords:
API Integration, REST API, Webhooks, Custom API Integration, Third-Party API Integration, Workflow Automation, Zapier, CRM Integration, Salesforce API, HubSpot API, Zoho CRM API, Pipedrive API, Aircall API, QuickBooks Online API (QBO API), Xero API, Data Synchronization, OAuth 2.0, PHP, Laravel, Backend Development, SaaS Integration, Business Process Automation
Steps for completing your project
After purchasing the project, send requirements so Anil can start the project.
Delivery time starts when Anil receives requirements from you.
Anil works on your project following the steps below.
Revisions may occur after the delivery date.
Step1: Project discussion
Step2: Project start as per discussion