I’m moving everything into Pipedrive and need someone smart and reliable to help me clean up my current mess of automations and get a solid system in place. This includes:
Reviewing my current setup (Pipedrive CRM, Brevo email marketing, Otto automation tool)
Helping me migrate everything into Pipedrive (using Pipedrive Campaigns + Zapier)
Rebuilding essential automations (digital product purchase → tagged → added to email list → welcome email + download sent)
Ensuring my CRM is clean, tagged, and functional
Advising on best practices for lead flow, segmentation, and marketing journeys
Tools involved:
Pipedrive (CRM + Campaigns)
Zapier (likely to replace Otto)
Thrive suite + Wordpress/woocommerce/cartflows (website)
Optional: Gmail or Outlook if needed for direct sends
You’ll be a good fit if:
You’ve worked with small service-based businesses before (I’m a self-employed coach + consultant)
You know Zapier and Pipedrive inside out (this is non-negotiable)
You’re happy to take initiative and suggest better ways of doing things
You’re fast, practical, and hate messy systems as much as I do
This is a one-off project to start, but if it goes well, I’d love to keep the relationship on for other occasional tech work (I'm not great at this stuff!)
Next steps: Reply with a short note about your experience with Pipedrive + Zapier + Wordpress, and one example of a flow or automation you’ve built that made a difference.
Please ignore the budget price. I'm happy to work fixed or hourly.
Architectural Floor Plan Drafting Category: 2D Drafting, Architectural Engineering, Architecture, AutoCAD, Building Architecture, Building Design, CAD / CAM, Home Design Budget: $10 - $30 AUD
03-Feb-2026 17:04 GMT
Google Sites Teacher Portfolio Category: CSS, Digital Marketing, Graphic Design, HTML, Video Editing, Web Design, Web Development, Website Management Budget: $30 - $250 USD
Diseño Integral CES y CETPRO Category: 3D Animation, 3D Modelling, 3D Rendering, 3ds Max, Architectural Engineering, Architecture, AutoCAD, Revit Budget: $25 - $50 USD
03-Feb-2026 17:02 GMT
Excel Pivot for Bioburden Analysis Category: Data Analysis, Data Integration, Data Management, Data Modeling, Data Processing, Excel, Excel Macros, Excel VBA, Statistics, Visual Basic Budget: min $50 USD
Daily Arabic Excel Data Entry is Category: Arabic Translator, Data Analysis, Data Cleansing, Data Collection, Data Entry, Data Management, Data Processing, Data Visualization, Excel, Excel VBA Budget: $30 - $250 USD
03-Feb-2026 17:00 GMT
CodeIgniter FFmpeg Video Optimizer Category: Codeigniter, Database Management, HTML, Mobile Development, MySQL, PHP, Video Processing, Web Development Budget: ₹1500 - ₹12500 INR
03-Feb-2026 16:58 GMT
Residential Boundary Survey Needed Tampa Category: AutoCAD, Building Architecture, Building Design, CAD / CAM, Civil Engineering, Construction, Graphic Design, Project Management Budget: $250 - $750 USD
