Pipedrive synch help
I'm looking for a PD expert who can help us refine our system; primarily the way leads are ported via Zapier from our website and "Leads To Sales" (a system that captures our phone leads) into PD.
I'd like to auto-populate fields from these sources and reduce my manual inputs.
Also perhaps some tips on how to streamline my email communications with prospects from within PD.
Happy to pay a fair hourly rate.
Comments
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Hey @Jeremy Johnston - Check this page about stuff I have written about wrt Pipedrive: https://www.amitsarda.biz/pipedrive.
If you like what you see, we can speak.
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Amit Sarda said:
Hey @Jeremy Johnston - Check this page about stuff I have written about wrt Pipedrive: https://www.amitsarda.biz/pipedrive.
If you like what you see, we can speak.
Hi Amit - great - let's have a zoom chat. See my diary here - feel free to choose a time that suits. https://go.oncehub.com/JeremyJohnston
Pick a date and time that works for you - it's fast and easy.0 -
Hello @Jeremy Johnston , would be happy to help you handle the whole process. Would you mind to drop on a short call an discuss the details? https://www.picksaas.com/pipedrive-crm-support
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Hi Jermey, we can help, check out www.crm-guru.com, as a former PD employee I've helped 100s of employees set up similar workflows. Feel free to reach out at stevenperrotto@gmail.com
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