Connect PIPE DRIVE CRM - with experience in configuring specifically Pipe Drive

Hello, how are you doing today?

I am very interested in your post.

I have extensive experience in this field, so I can confidently provide an answer.

I look forward to your reply.

Thank you

Hello!

I reviewed your task. I like that the scope of work is clearly defined and focused on the quick launch of the CRM without unnecessary bureaucracy. The most important point here is not just to transfer data from HubSpot, but to immediately build the logic for working with leads so that after the launch, the system actually helps to sell, rather than just being a contact database.

In my projects, I have set up CRM systems (Pipedrive, Zoho, HubSpot), designed sales funnels, automated lead processing, and integrated CRM with other services through Make.com. For a company providing electrical services, I built a fully automated lead management system with a configured funnel, analytics, and automatic distribution of applications. I also have experience with Pipedrive and transferring business processes between CRMs.

I can promptly:
• transfer contacts, companies, and deals from HubSpot;
• set up the funnel and structure of the CRM;
… • connect email synchronization;
• upload email templates;
• check the full cycle of lead work from application to deal.

I work systematically and like to leave behind not just a configured tool, but a CRM that is easy to work with.

Could you please let me know if custom fields and automations are currently being used in HubSpot that will also need to be considered during the migration?

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Good day, Serhiy!

I see you need a quick and quality setup of Pipedrive. I can take on this project.

My experience: I have worked directly in Pipedrive as a manager/operator, so I understand very well how the system should be organized from a business process perspective. This will allow me to set up the CRM not just to check boxes, but to make it as convenient as possible for daily work.

What I offer:

Deadline: 2 days. I will do everything with quality and verification.
…
Price: 7000 UAH.

Approach: After completing the setup, we will have a small online meeting where I will show how everything works, and we will ensure that the system is ready with a live example.

I am ready to start immediately as soon as I receive access to the account and data from HubSpot.

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Hello) I can take it on.

I have experience setting up many systems.
How much information needs to be transferred? Is the account created? Is the funnel stage ready to just create by example?

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