Setting up Pipedrive account + integrations​/​​/​ Polish speaker

Published: Aug 21 2020
Valid until:
Sep 20 2020
Budget
Not specified

Project description

We are looking for a Pipedrive expert (Polish speaker) who will help us to implement Pipedrive and integrate it with other tools used in the company.

The task will be:

- Setting- up Pipedrive account

- Data structuring and uploading data from Google Sheets and xls. avoiding the data duplication

- Integrating PD with lead sources: web form​,​ websites with job offers (olx​,​ pracuj.pl)

- Integration with e-mail

- Integration with MailChimp (or other email marketing tool) and e-mail automation. We would like to be able to see the campaign results (opening rate etc.) in CRM

- Defining the pipeline and leads segmentations so it reflects our sales process

- Setting up and customize dashboards to analyze the data from CRM

- Team training

We are also considering an integration with Kixie or similar voice​/​sms tool - please quote this integration separately from the rest of the project

Required software

  • Pipedrive

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