Pipedrive implementation and API development

Project description

We are looking to migrate from Salesforce to Pipedrive and integrate with an existing third party mortgage platform through an API integration. We have our workflows and desired automation mapped out and looking to implement them into the new CRM.

Project scope

CRM setup
Integrating CRM with lead sources (Google Ads, Web Form etc.)
Importing data to CRM

Required software

  • Google Docs
  • Pipedrive
  • Zapier
  • Integromat

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