Pipedrive clio trabalhos

Somos uma empresa focada no B2B e temos assinatura do Pipedrive para melhor administrar o relacionamento com nossos clientes. Porém, precisamos revisar todas as configurações desse sistema para adequar melhor à nossa realidade, como, por exemplo, administrar vendedores e representantes, fazer automações, etc. Além disso, precisamos de alguém que realize treinamento de todos os usuários, pois acreditamos que essa ferramenta pode ser melhor aproveitada e não há colaboradores experientes no assunto.

Olá, sou do ramo Industrial e trabalho col um software que atualmente não me atende. Ten...para mim. Conhecendo alguns sites na internet analisei o e é um bom software porém para micro e pequenas empresas, não consegue por exemplo importar Nota Fiscal de Importações ou até mesmo ficha técnica de produtos e planejamento de produção. Como eu trabalho com mais softwares de gestão (pois meu atual Sistema não me atende) como Movidesk (SAC), CRM próprio e PowerBI (Antes era PipeDrive) e várias planilhas boas que eu chamaria de Software kkk, hoje consigo entender que tem como ter um software mais acessível e customizável. Pesquisando na internet encontrei o Freelancer e ...

Precisamos criar uma página que recebe os resultados de um serviço REST do Pipedrive baseado em um filtro parametrizado. A entrada é apenas um código numérico que será passado no link de chamada. Cada parceiro receberá um link com o seu código e poderá consultar o andamento de seus processos. Os códigos de teste serão enviados durante o processo de construção. A tela terá 6 colunas estreitas com nos nomes dos lanes e aparecerá apenas o nome do cliente e o valor do negócio logo abaixo do nome. O layout pode seguir o apresentado na imagem anexa ao pedido. A tela não terá paginação. A página ficará hospedada em nosso provedor e co...

Olá! Meu nome é Roberto Dias, CMO, da e estamos buscando profissional para desenvolver um conector para Pipedrive e, em seguida, publica-lo no marketplace. Tenho uma empresa de pesquisa de mercado e precisamos integrar a base de informação ao Pipedrive para atuais e futuros clientes.

Busco alguém com experiência no CRM pipedrive para fazer a integração com o meu site. Gostaria de orçar valores e avaliação do trabalho num todo. O objetivo é que quando o cliente se cadastre em nosso site, ele caia diretamente no CRM como uma lead.

Somos empresa de telefonia digital (Voip), pabx ip, e precisamos criar um gateway de integrações com os crms de mercado, onde esse gateway fará ponte com nosso sistema de telefonia e os crms / sistemas de mercado. Exemplos: Pipedrive, exact Sales, moskit, Sales Force, assim por diante.

Somos uma empresa de prestação de serviços, nossos produtos são vendidos de maneira personalizada e por meio de projetos. Hoje, ...administrativo. Necessidades acessórias: 1- Login para os vendedores com uma área de trabalho onde terá acesso à todos os projetos já criados e com a possibilidade de alterarem os projetos gerando novas apresentações e . 2 - Login para o administrador com todos os projetos já criados e os arquivos em excel para serem baixados Possibilidades: 1 - Integração com o sistema de vendas da empresa PIPEDRIVE. (ideia: quando o vendedor colocar o cliente no funil confecção de proposta, aparecer um ícone na área de trabalho do sistema av...

Nossas demandas são: 1. Sitemap 2. Implementação https/ssl 3. redirecionamento de domínio antigo 4. looping de leads em um integração pipedrive X woocommerce 5. Resolver excesso de lentidão lazyload Requisitos - Organização de código. - Experiência com wordpress - Desenvolvimento e domínio na criação, configuração e personalização de temas e plug-ins; Desejável - Frameworks php (laravel ou zend) - Node.js - Frameworks js (react, vue ou angular) - Gulp e sass - Controle de versão git >> ATENÇÃO <<< - Possível efetivação para a administração do site >> PREÇO!! E C...

Precisamos integrar o FreePBX com o software de CRM Pipedrive de forma que os usuários possam fazer ligações à partir dos telefones de contatos no Pipedrive bem como os registros de ligações feitas e recebidas estejam disponíveis dentro do lead no Pipedrive.

...AUTOMAÇÃO DE CONSULTAS/PROPOSTAS, ou seja, o sistema deve permitir que meus atendentes enviem por email, para o viajante, todas as casas que se enquadram nos critérios dele. 7) AUTOMAÇÃO DE CADASTRO DO VIAJANTE, ou seja, uma vez que um viajante faz uma consulta no nosso site, por meio de um formulário, ele já vira um lead/contato em nossa base. Isso estaria integrado aos nossos sistemas de CRM (pipedrive) e Mail Marketing (RD Station). 8) AUTOMAÇÃO DO CADASTRO DE PROPRIETÁRIO, ou seja, quando um proprietário se torna nosso parceiro, temos todo um processo para formalizar essa parceria. 9) AUTOMAÇÃO DO CADASTRO DE IMÓVEIS . Recurso que permita à minha equipe cadastra...

...enviando email e inserindo novo email em funil (Exemplos: Active Campain? Infusion? Mailchimp?) 07) Obrigatório: Permitir a inserção de formulários de captura e iscas digitais (ebooks/relatórios/comparações) 08) Obrigatório: Permitir a inserção de Landing Pages 09) Desejável: Formulário contato: armazenar contato também no Admin 10) Desejável: Formulário contato: armazenar contato também no Pipedrive DIFERENCIAL - Experiência com empresas/mercado de TI - Portifólio de clientes atendidos - Bom humor.. que a vida é curta, passa rápido, e não dá pra ficar de mimimi, né?!! :) Se vc é começo-meio-fim e ...

...enviando email e inserindo novo email em funil (Exemplos: Active Campain? Infusion? Mailchimp?) 07) Obrigatório: Permitir a inserção de formulários de captura e iscas digitais (ebooks/relatórios/comparações) 08) Obrigatório: Permitir a inserção de Landing Pages 09) Desejável: Formulário contato: armazenar contato também no Admin 10) Desejável: Formulário contato: armazenar contato também no Pipedrive DIFERENCIAL - Experiência com empresas/mercado de TI - Portifólio de clientes atendidos - Bom humor.. que a vida é curta, passa rápido, e não dá pra ficar de mimimi, né?!! :) Se vc é começo-meio-fim e ...

Integrar o pipedrive por API com asterisk PBX para fazer Ligações via pipedrive registrar status das chamadas agendar atividade de ligação quando chamada mau sucedida

Utilizo Pipedrive CRM e preciso integrar com meu Asterisk Vicidial para discagem Click To call E consequente registro automático das ligações no Pipedrive.

Utilizo Pipedrive CRM e preciso integrar com meu Asterisk Vicidial para discagem Click To call E consequente registro automático das ligações no Pipedrive.

Descrição do Projeto: Crm online para gerenciamento de processos de venda b2b: (pipeline e forecast) exemplos da internet para avaliação inicial:agendor, saleforce, pipedrive, pipefy, ciapipe... (estes você pode consultar estrutura nos sites pois têm versão free) overview do projeto: 1. cadastros editáveis, função convidar usuário; 2. possibilidades de exportar/importar excel 3. ambiente de fácil integração com outros CRM tradicionais 4. multi-idiomas e multi-moedas (incluindo uma moeda personalizável 5. responsivo 6. integrações com redes sociais, google (calendário, drive, gmail... outlook, 7. workarea início estilo facebook (timeline, c...

Descrição do Projeto: Crm online para gerenciamento de processos de venda b2b: (pipeline e forecast) exemplos da internet para avaliação inicial: agendor, saleforce, pipedrive, pipefy, ciapipe... (estes você pode consultar estrutura nos sites pois têm versão free) overview do projeto: 1. cadastros editáveis, função convidar usuário; 2. possibilidades de exportar/importar excel 3. ambiente de fácil integração com outros CRM tradicionais 4. multi-idiomas e multi-moedas (incluindo uma moeda personalizável 5. responsivo 6. integrações com redes sociais, google (calendário, drive, gmail... outlook,  7. workarea início estilo facebook (timeline, comunida...

Estou procurando um programador freelancer para customizar o Pipedrive e um Dashboard de vendas. Mais informações com os profissionais interessados! Enviar propostas!

Preciso implementar e cusotmizar o pipedrive dentro da empresa

I'm looking for a Zapier expert to help me automate tasks between Pipedrive and SharePoint. Key Requirements: - Integration of Pipedrive & SharePoint: You will be required to ensure smooth interaction between these applications. - Automation of Task Creation: Using an event in Pipedrive's dealflow, there will be a need to automate the creation of tasks in SharePoint. - File Management in SharePoint: The automation should include creating folders, naming them appropriately, and uploading files to them. A successful professional for this job will have: - Proficiency in Zapier: You should have a strong background in working with Zapier and integrating various applications. - Experience with Pipedrive & SharePoint: Familiarity with both systems is p...

I'm looking for a HubSpot consultant to help me with migtation and mapping from pipe drive, i could use the inetgration to map but emal not showing up and i also need them to map/migrate the special column/field from pipedrive to hubspot, IF YOUR NOT A PRO DONT CONTACT ME . I NEED DONE TONIGHT

I'm in need of a savvy, detail-oriented individual with a firm understanding of Pipedrive CRM. My main focus is on setting up marketing campaign workflows and optimizing my usage of this platform. Key tasks will involve: - Configuring the Pipedrive CRM system with a focus on workflow settings - Assisting with the setup of targeted marketing campaigns workflows The ideal candidate should possess: - Proficiency in working with CRM configuration - Extensive experience in setting up workflows, specifically for marketing campaigns - A keen understanding of Pipedrive CRM - Excellent problem-solving skills Your main goal is to streamline my marketing processes for more efficient and targeted outreach. If you think you're up for the task, I’d love to hear f...

I'm looking for a Pipedrive expert who can assist in streamlining our lead management processes. This is pivotal to improving efficiency and efficacy in our sales team's operations. Key Responsibilities: - Customizing Pipedrive to suit our specific lead management requirements - Designing and implementing complex workflows within Pipedrive - Integrating Pipedrive with other tools to ensure seamless data flow and productivity Ideal Skills and Experience: - Proven experience in implementing Pipedrive for sales teams - Deep understanding of sales processes and lead management - Ability to create and implement complex workflows - Experience in integrating Pipedrive with other tools, such as CRM or marketing automation tools This is a criti...

...online assessment will not be considered. Requirements * College education. Law degree preferred. * Must be able to successfully complete a background check. * Must be able to provide references. * Must complete the online job assessment Technology: * Must have reliable internet *Must have reliable computer * Well-versed in E-mail, Word, Excel, Adobe PDF, and Gmail applications. Experience with Clio software is a plus. *Once hired must be ok with software installed on the computer to protect our confidential information. Skills Needed: * Bilingual: English and Spanish speaking and writing skills required. Please do not apply if you do not speak or write Spanish/English. * Must be able to respond to supervisor e-mails quickly in less than 15 minutes. * Must take and return calls...

...Key Responsibilities: - Researching and collecting information on the CEO, senior management, and email addresses of around 80 councils. - Ensuring the accuracy and relevancy of the data collected. - Organizing the data neatly into a spreadsheet, in a format suitable for subsequent upload to a CRM tool like Pipedrive. Ideal Skills and Experience: - Experience in data research and entry. - Proficiency in using Excel or Google Sheets. - Familiarity with CRM tools, particularly Pipedrive, is a plus. - Attention to detail and the ability to maintain data accuracy. - Clear communication to provide updates on the progress of the research. I'm looking for someone reliable and efficient who can complete this task accurately and in a timely manner. Please provide examples o...

I am looking for a professional to integrate Calltools with Pipedrive using webhooks and API calls. This project aims to improve automation and synchronization between our systems. Key Requirements: - Implement webhooks and API calls on Calltools. - Automate trigger workflows between Calltools and Pipedrive. - Ensure real-time synchronization of contacts. The ideal candidate for this project should: - Have prior experience in integrating CRM systems with Calltools. - Be proficient in setting up webhooks and API calls. - Understand the importance of real-time data synchronization. - Be able to work independently and deliver results in a timely manner.

... Key Features: - Cross-platform compatibility: I need the software to function seamlessly on Windows, Mac, and Linux operating systems. - LinkedIn Scraping: The software should be able to efficiently scrape phone numbers and emails from LinkedIn profiles. - User-friendly Interface: The software needs to have a simple and intuitive interface for easy use. -Integration with CRM's like Hubspot, Pipedrive, Salesforce and more. Ideal Skills and Experience: - Proficiency in software development, with experience in creating lead generation tools. - Familiarity with LinkedIn API or web scraping techniques. - Strong understanding of data privacy and protection laws to ensure compliance. - Ability to create a user-friendly and responsive cross-platform application. Timeframe: I do n...

...pueda ayudarnos a crear un sitio web como motomic pero en vez de con motos con camiones, que incluya una pasarela de pagos, pues vendemos servicios de importación de vehiculos en europa y conectar nuestro sitio web, con nuestro CRM Pipedrive y habilitar la función de mensajes automáticos a través de Timelines, gestionados por Zapier. Este proyecto emocionante implica integrar funcionalidades clave para optimizar nuestra gestión de clientes y automatizar nuestras :Desarrollar una integración robusta entre y Pipedrive CRM, utilizando Zapier como gestor de automatizació mensajes automáticos a través de Timelines para mejorar la comunicación con nuestros la seguridad y la eficiencia de la integració...

Hola a todos!Estamos en busca de un desarrollador talentoso y experimentado que pueda ayudarnos a conectar nuestro sitio web, , con nuestro CRM Pipedrive y habilitar la función de mensajes automáticos a través de Timelines, gestionados por Zapier. Este proyecto emocionante implica integrar funcionalidades clave para optimizar nuestra gestión de clientes y automatizar nuestras :Desarrollar una integración robusta entre y Pipedrive CRM, utilizando Zapier como gestor de automatizació mensajes automáticos a través de Timelines para mejorar la comunicación con nuestros la seguridad y la eficiencia de la integración, así como la compatibilidad con futuras :Experiencia demostrable

As someone desiring to streamline my operations, I require a specialist to automate my sales processes on Pipedrive. Specifically, automation needs to: * Enable multi-user capability * Synchronize calendars * Provide co-branding options Skills and experience in Pipedrive enhancements, sales process automation, and developing multi-user environments would be ideal for this job. Prospective freelancers should be ready to share examples of similar projects they have successfully completed.

...graphical interface similar to ChatGPT. The goal is to develop an assistant that can query information from databases and provide summaries and marketing recommendations. Here is the list of databases: - SQL (Oracle, PostgreSQL, SAP HANA) - Using Airbyte (with LlamaIndex or LogChain): - SAP CRM - Pipedrive (using Airbyte) - HubSpot - Salesforce - JIRA ( ) Additionally, the assistant should be able to process documents (PDF, DOC, TXT) and summarize a document upon request, answering questions based on the information found in the documents

I require a talented individual to develop versatile, professional, and user-friendly document templates for Clio. I need the project to cover the following categories: - Client intake forms - Legal pleadings - Engagement letters - Closing documents - Letters - Agreements If you have experience working with legal documents and Clio software, I want to hear from you. The strength of your skills in documentation layout and organization, and your familiarity with legal terminology, will give you an edge for this project. I'm looking for someone who isn't merely adept at creating templates, but also appreciates the significance of well-designed legal documents.

I urgently require a HubSpot expert to integrate our existing marketing automation with the HubSpot CRM. Task: mapping the contact out from pipedrive Mapping the leads set email sequence and copy all our email templates from pipedrive integrate with 3cx phone system finish migrating from pipedrive I am only availble on Saturday after 10:30 am Sydney time

...Generation and Email Marketing - Automated yet personalized approach to prospecting and communicating with clients. SAAS FEATURES: • Customer Relationship Management (CRM) - To manage interactions with potential and existing customers. • Marketing Automation - To streamline repetitive marketing tasks and workflows. Ideal candidates should have proficient knowledge in AI technology, Notion / PipeDrive, and be familiar with GoHighLevel platform, and have experience in CRM/MARKETING automation as well as task automation....

I am in need of an experienced professional who can assist me with ensuring my Pipedrive account is set up effectively and Discord automation functionalities are implemented properly. Having a good knowledge of CRM and automation software is crucial for this role. We are a B2B startup seeking an experienced Pipedrive expert to set up and optimize our CRM to support our unique sales processes and product lifecycle. Our products have a lifespan of 6 months to 1 year, requiring renewal upon expiry. We need a comprehensive Pipedrive setup that includes customized pipelines for tracking various types of leads, sales patterns, product categories, and subtypes, as well as integration with external tools for enhanced workflow automation through either or n8n. Project Objec...

...in need of a highly skilled individual to develop a Pipedrive automation system for my email reminders, follow-up notifications, and deal stage updates. Key Requirements: - Automation of email reminders to be sent as needed. The email content will be templated, but the timing should respond flexibly to the unfolding business dynamics. - Follow-up notifications must be automated such that they are dispatched immediately after a task is due. This is significant in maintaining up-to-the-minute progress tracking. - I also require automatic updates on the various stages of my deals. This feature should aid in keeping me informed about the progress of each deal without necessitating manual checks. Ideal Skills: - Proficiency in using Pipedrive software - Strong knowledge in e...

I urgently require a HubSpot expert to integrate our existing marketing automation with the HubSpot CRM. Task: mapping the contact out from pipedrive Mapping the leads set email sequence and copy all our email templates from pipedrive integrate with 3cx phone system finish migrating from pipedrive I am only availble on Saturday after 10:30 am Sydney time

I urgently require a HubSpot expert to integrate our existing marketing automation with the HubSpot CRM. Task: mapping the contact out from pipedrive Mapping the leads set email sequence and copy all our email templates from pipedrive integrate with 3cx phone system finish migrating from pipedrive

CRM specialist to help me migrate from Pipedrive to Hubspot I know Pipedrive offer a free migration, I just need someone to ensure a smooth transition which include install tracking code on our wordpress website, install the hubpost sales add-in, important contact and surely the migration, set up 2 sets of email sequence ( each is 5-7 emails ) and lastly give us 1 hr demo on how to use it

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I am in need of a Pipedrive expert to help me streamline my business workflow. I need someone who can effectively set up automatic response emails, task automation, and sales pipeline customization. Specifically, these are the tasks I require: - Set up automatic response emails through my Outlook account - Automate customer follow-ups and sales lead allocation processes Ideal freelancers will have: - Extensive experience with Pipedrive - Proven skills in setting up automated workflows - Familiarity with Outlook for business email needs. I'm looking forward to proposals from individuals who have successfully completed similar projects before, and can start on this project immediately.

I'm in need of an experienced CRM specialist, well-versed in integrating Facebook and Instagram marketing campaigns to Pipedrive CRM for optimised lead nurturing. I require assistance in managing and nurturing leads from these two platforms specifically. Key Responsibilities: - Integrate Facebook and Instagram with Pipedrive CRM - Manage and nurture leads tracked from these platforms - Create and implement strategies to increase lead conversion rates efficiently Skills and Experience: - Proven expertise in CRM (Pipedrive preferred) - Strong knowledge of lead nurturing strategies - Experience in integrating social media platforms (Facebook and Instagram) to a CRM system - Exceptional analytical skills to gauge lead nurturing success - Ability to develop strateg...

... Use insights to refine the content strategy and improve lead conversion rates. Skills and Qualifications: Proven experience in social media management and content marketing, with a strong understanding of LinkedIn, YouTube and Instagram. Experience in lead generation, with the ability to identify and convert content engagement into actionable leads. Understanding and use of CRM tools like Pipedrive to create, update and follow up on leads each week. Strong organizational skills to develop and manage a content marketing calendar effectively. Some creative ability in leveraging digital and video assets to create compelling social media posts. Use Canva to edit, create and share content. Analytical skills to assess content performance and optimize strategies for better eng...

...including cold calling, email campaigns, social media, and other prospecting methods. - Tailor messages to address specific needs and pain points of potential customers. - Qualify leads based on predefined criteria to ensure they meet the company's ideal customer profile. - Working experience with prospecting tools such as Apollo, LinkedIn Sales Navigator, etc., and CRM platforms – HubSpot, Pipedrive, Zoho, etc will be a huge advantage. - Keep customer relationship management (CRM) systems updated with accurate and detailed information about leads and interactions. The perfect candidate will have: - 3 or more years of experience in Medical equipment sales and dealing with USA-based clients. - Excellent communication skills, with the ability to efficiently relay ...

In need of a seasoned expert specializing in Pipedrive CRM, particularly in customization and reporting features. Specific tasks will be: - Reconfiguring our system to include custom fields and data structures - Establishing robust dashboarding and reporting templates - Troubleshooting and resolving issues with generating accurate reports The above tasks will ultimately help our team of 5 leverage Pipedrive CRM more effectively. Candidates with a strong background in Pipedrive CRM customization and reporting, as well as problem-solving skills, are greatly encouraged to apply.

...developer for creating a a tailor-made Pipedrive CRM and chatbot to further optimize patient interaction within my dental clinic. The goal is multi-pronged: facilitate real-time answering of FAQs and make accurate treatment recommendations, utilizing both preset responses and natural language processing. Pivotal Aspects: - The chatbot's design must facilitate seamless handling of two main tasks: answering FAQs and recommending treatments. - It should provide answers using a combination of pre-defined responses and natural language processing. - Expect robust interaction with Pipedrive CRM, specifically in the domain of data analysis and reporting. Ideal Skills: - Competency in chatbot creation and natural language processing. - Previous experience with Pipedrive...

Nous recherchons un professionnel compétent pour transférer nos données de notre CRM Sellsy à Pipedrive et reconfigurer tous nos pipelines de la même manière. Il faudra simplement réimporter les contacts, les descriptions des fiches, les commentaires et les tâches.. Cette tâche nécessite surtout une connaissance de Pipedrive et non de Sellsy. Compétences nécessaires : Migration de données Pipedrive

I require an experienced developer to create advanced plugins for Pipedrive CRM, to be published in Pipedrive Marketpplace. This project is focused on extending the functionality of Pipedrive CRM through plugin development. The objective is to achieve: - API access - Exporting data capability - Developing webhooks - Ensuring OAuth In regards to the technology, the plugins need to be developed in PHP or NodeJS. Ideal candidate should have a solid background in Pipedrive CRM plugins development. Your role will be to ensure that these plugins function seamlessly and provide extended functionality as required. Experience with Plugin testing is a must to ensure that all components work as intended. Looking forward for a competitive bid and a discussion on pr...

Deutschsprachige Freelancer bevorzugt - Ich benötige eine nahtlose Integration zwischen meinen Pipedrive- und Pointagram-Konten. Das Hauptziel des Projekts ist es, Anruf- und Abschlussdaten zwischen diesen beiden Plattformen zu synchronisieren. Es ist wichtig, dass diese Daten in Echtzeit aktualisiert und konsistent gehalten werden. Hauptanforderungen: - Synchronisation der Anruf- und Abschlussdaten zwischen Pipedrive und Pointagram - Echtzeit-Aktualisierung der Daten - Konsistenz der synchronisierten Daten - Erstellung von Punktesystemen und Competitions (bzw. die Erklärung derselben Ich bevorzuge einen Freelancer, der Erfahrung in der Arbeit mit beiden Plattformen (Pipedrive und Pointagram) hat. Gründliche Kenntnisse in API-Integration und Datenman...

In need of an organized and efficient legal assistant to help with a backlog of administrative tasks and daily email management. Preferably, you're experienced in using Clio Grow and Clio Manage, though there may be possibilities of incorporating other software tools. Conversations around your recommendations can be had during the project. Key Requirements: - Support for data entry tasks - Management of 10-50 emails daily Ideal Experience: - Former Administrative or Legal Assistance roles - Proficiency in Clio Grow and Clio Manage - Good communication skills - Good team player This project could be a perfect fit if you are thorough, tech-savvy, and have a keen understanding of administrative tasks within a legal setting.