CRM Automation & Pipedrive Setup (Sales + Shopify Integration)

Hello!
I carefully studied the project — I work specifically with this stack. Here is my specific approach:
Tools: Make.com (main automation Shopify↔Pipedrive) + n8n (backup and complex scenarios) + Pipedrive Native Automations + Shopify Webhooks + Gmail API.
What I will do for each block:
🔹 Funnels — I will set up Sales and Samples with all stages, custom fields (Sample Needed, Apollo Source, LinkedIn, Industry). The fields will be visible by stages.
🔹 Apollo → Pipedrive mapping — Source, Job Title, Company, Website, LinkedIn + deduplication by email and domain.
🔹 Pipedrive Automations (native):
— New deal → activity "Reply today"
— "Proposal sent" → follow-up reminder in 3 days
… — "Sample Needed = Yes" → auto-creation of a deal in the Samples funnel
🔹 Shopify (Make.com webhooks):
— Fulfillment created → stage Samples = "Sent"
— Delivered → stage "Delivered" + auto-email requesting feedback
🔹 3 email templates: missing information / follow-up on proposal / feedback on sample
🔹 Handover: 1-page SOP + 30-minute Zoom/Loom overview + 7 days of support
Similar experience:
— Pipedrive + Make + WooCommerce: 3 funnels, auto-emails, fulfillment triggers
— Apollo → Pipedrive: mapping and deduplication of 1000+ leads
I am ready to start immediately. One question: do you have Shopify Basic or Plus? This is important for choosing webhook events.

Show original

Translate

Hi,
I can help you finalize your Pipedrive setup using a combination of Pipedrive native automations and Make.com.
My plan:
• Field Mapping: Clean sync of Apollo data (LinkedIn, Job Title, etc.) with deduplication rules.
• Pipelines: Full setup of Sales & Samples workflows with auto-created activities.
• Shopify Integration (Make.com): Automatic stage updates based on fulfillment/tracking and automated feedback emails.

Tools: Pipedrive, Make.com, Shopify Webhooks.
Price: €750 (fixed).
… Timeline: 6-7 days.

Good day, Olga!

I can take on and complete this project as an MVP system with clear logic and without any "manual gaps" in the processes.

I have already implemented similar automation systems. For example, in the project "AI Content Generation System" (in my portfolio), I built integration between services Make.com, Airtable, and one of the messengers, a status change system, and stable scenarios with API.

I would approach the execution as follows:

1. First, a clear mapping of fields (Apollo - Pipedrive) to avoid data loss.
… 2. Next, the logic of the pipeline + automation within Pipedrive (activities, follow-ups, sample processing funnel).
3. Separately, Shopify - Pipedrive (via webhook / Make), so that statuses and events are updated automatically.
4. After that, email templates + scenario checks.

Focus: to ensure the system works reliably not only during tests but in real scenarios.

The price for this system is $900.

This includes:
- Setting up 2 pipelines (proposals + samples).
- Complete mapping of fields + basic deduplication logic.
- Automations in Pipedrive (activities, follow-ups, connections between services in the pipeline).
- Shopify integration (status updates + event triggers).
- Email templates (reminders / follow-ups).
- Testing of key scenarios.
- A brief SOP + demonstration.

If this approach resonates, let's agree on the details (especially the Shopify part), and I can start right away.

Show original

Translate

Olga, Greetings!
I specialize in the implementation, configuration, and technical support of CRM systems for over 6 years, and I also perform integrations with websites and other services.

I have reviewed your task — I will be able to provide a timeline after clarifying a few details about the project.

I guarantee quality execution and stable operation of the system.

Show original

Translate

Hi! This setup is clear and very aligned with my experience.

I’ve worked with CRM automations and integrations (Pipedrive, Make/Zapier, Shopify), including pipeline setup, field mapping, and workflow automation.

I can help you:
– cleanly structure both pipelines
– map and deduplicate Apollo data
– set up reliable automations inside Pipedrive
– connect Shopify triggers for sample tracking and follow-ups
…
I usually keep things simple and scalable, so you don’t need to constantly fix workflows later.

Happy to share approach and walk you through the setup.

Hello, Olha!

I reviewed your scope carefully, and this is the kind of CRM work we usually do best - not basic connections, but proper field mapping, clean automation logic, and a workflow where leads and follow-ups do not get lost.

We are a team, working since 2019, with 4 years of hands-on experience in Pipedrive setup and automation. We also work deeply with Shopify integrations and eCommerce operations, so we understand both the sales side and the fulfillment/status side of this setup.

A few relevant examples from our side:

1. Pipedrive setup for a healthcare company: multiple pipelines, custom Deal / Contact / Lead structure, triggers, manager reminders, Gmail and webform integrations.
… Details: https://freelancehunt.com/showcase/work/vprovadzhennya-pipedrive-dlya-medichnogo-tsentru/1889606.html

2. eCommerce project with Shopify + fulfillment integrations, where orders and shipment data were synchronized into one operational flow. Details: https://freelancehunt.com/showcase/work/vprovadzhennya-odoo-erp-dlya-brendu-nizhnoyi/1809591.html

3. CRM automations with feedback-request emails and stage-based follow-up logic. Details: https://freelancehunt.com/showcase/work/nalashtuvannya-zoho-one-dlya-ivent-agentsiyi/1897845.html

From your description, I see the MVP as 5 core blocks:

1. structure the Sales and Samples pipelines
2. map Apollo fields into Pipedrive properly and clean up dedupe logic
3. build Pipedrive automations for next activities, quote follow-ups, and linked Sample deals
4. connect Shopify-triggered updates for sample fulfillment / delivery events
5. prepare email templates + short SOP + walkthrough

My suggested stack for this project:

- Pipedrive native automations for pipeline logic and activities
- Make for flexible event handling between Shopify and Pipedrive
- Shopify Flow / webhooks where appropriate. This usually gives a cleaner and more reliable setup than trying to force everything into one layer.

Also, I appreciate that you are open to CRM suggestions. My honest take:
for this MVP, it makes more sense to finish Pipedrive properly rather than migrate.
If later you want sales + samples + fulfillment + inventory in one ecosystem with fewer moving parts, then I would be happy to outline an Odoo-based alternative as well.

Fixed price for the described MVP: €800-1000

I'll gladly discuss more details about this project:)

Hello.

The task is clear: you already have basic integrations set up, and now the main goal is not to "connect the services again," but to carefully bring the system to a working state: correct field mapping, duplicate logic, automation in Pipedrive, and events from Shopify, so that leads and samples do not get lost.

I would approach this as an MVP automation setup in 3 blocks:

Pipedrive structure
— optimization of 2 pipelines: Sales and Samples
— mapping of key fields from Apollo to Pipedrive
… — basic duplicate rules and cleanup logic
— verification that data enters the correct entities and stages
Pipedrive automations
— auto-creation of next activity for new deals
— follow-up reminders after "Proposal sent"
— auto-creation of sample deal if "Sample required = Yes"
Shopify-triggered updates
— updating the stage of sample deal during tracking/fulfillment events
— automatic email follow-up on review request after delivered/fulfilled
— preparation of several email templates: missing info, proposal reminder, sample review reminder

I have worked with backend integrations, automations, APIs, and MVP services: event logic, linking external services, workflow automation, notifications, practical delivery. Relevant background includes projects with integrations, automation logic, API/workflow construction, and business processes around messages and triggers.

Regarding tools: depending on your current limitations, I would use native automations in Pipedrive where sufficient, and for Shopify event logic — Make or Shopify Flow, to avoid unnecessary complexity. If during the process I see that part of the stack can be simplified or friction removed — I will provide a separate recommendation for implementation.

My fixed proposal for this scope: €1,050
This includes:

setting up pipelines and field mapping
automations
Shopify update logic
email templates
a short 1-page SOP
30-minute demo handoff

If needed, I can also add lead capture from forms/chats into Pipedrive as a separate small add-on or include it in the final scope.

I am ready to briefly describe the implementation plan step by step before starting.

Show original

Translate

Hi,

I can complete and optimize your Pipedrive setup to ensure your sales and sample workflows run smoothly without gaps. I have experience working with CRM automation, including Pipedrive integrations with Apollo, Gmail, and Shopify, focusing on clean field mapping, deduplication, and reliable automation.

I will refine your pipelines, implement the necessary automations for follow-ups and deal progression, and connect Shopify events to keep your sample tracking fully updated. I also create clear email templates and provide a simple SOP with a walkthrough so your team can easily manage the system.

My approach is practical and focused on results, making sure no lead or action is missed.

Best regards,
… Jeo Vincent Carretas

Hello!

I can help you finalize and optimize your Pipedrive setup with Apollo, Gmail, and Shopify, focusing on clean data flow, automation, and zero lead leakage.

Relevant Experience
CRM setup & automation (Pipedrive, HubSpot)
Integrations via Make / Zapier / native APIs
Apollo → CRM data mapping & deduplication
Shopify automation (orders, fulfillment, triggers)
… Sales pipeline optimization & workflow design

My Approach
I’ll treat this as a system design task, not just setup:
1. Data & Field Mapping
Clean mapping from Apollo → Pipedrive (source, role, company, links)
Deduplication rules (email/domain-based + merge logic)
Standardized fields for reporting
2. Pipeline Optimization
Sales + Samples pipelines structured for real usage
Clear stage logic + required fields
Automation triggers aligned with your workflow
3. Pipedrive Automations
Auto-create activities (“Reply today”)
Follow-ups after “Quote sent”
Auto-create linked Sample deals when needed
4. Shopify Integration (Key Part)
Using Make or Shopify Flow + Pipedrive API:
Fulfillment/tracking → update Sample deal stage
Delivered → trigger feedback email (template-based)
5. Email Templates
Missing info
Quote follow-up
Sample feedback
6. Handover
1-page SOP
30-min walkthrough
Clean, maintainable setup

Tools
Pipedrive native automations
Make (preferred) or Zapier
Shopify Flow / Webhooks
Gmail integration

Estimate
Timeline: 4–7 days

Nice-to-have (optional)
Lead capture (forms/chat → Pipedrive with tagging)
Light reporting dashboard

Result
You’ll have:
Clean pipelines
Reliable lead sync (no duplicates/loss)
Automated follow-ups
Shopify → CRM connection
Easy-to-manage system

Happy to review your current setup and start immediately

Best regards,