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Setup Pipedrive

  • Posted:
  • Proposals: 26
  • Remote
  • #4500201
  • Open for Proposals
CYTNHIA W.Nenad A.Abeselom S.Anya J.Raj S. + 21 others have already sent a proposal.
  • 1

Description

Experience Level: Expert
Seeking an experienced Pipedrive specialist to configure automated data ingestion and optimize workflows. Responsibilities: design and implement reliable imports from external sources, extract structured data from standardized automated emails, parse relevant fields, and map them into the Pipedrive Leads module. Deliverables: automated import routines, email parsing rules, precise field mappings, deduplication and error-handling strategies, and clear maintenance documentation. Proven experience with Pipedrive APIs and email-parsing tools is required.

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Clarification Board Ask a Question

  • CYTNHIA W.

    Questions

    • What is the source of the incoming data (emails, CSVs, APIs, web forms, or multiple sources)?
    • Are the automated emails always in a consistent format/template?
    • Approximately how many leads are processed daily?
    • Do you already have custom fields configured in Pipedrive, or should those be designed as part of the project?
    • Are you using Pipedrive Workflow Automation, Make.com, Zapier, or are you open to recommendations?
    • What criteria should be used for deduplication (email, phone number, company, combination of fields)?
    • Do failed imports need to generate alerts or notifications?
    • Is this a one-time setup, or are you looking for ongoing support and optimization after deployment?
    • Are there any additional actions required after lead creation, such as assigning owners, creating activities, or triggering follow-up sequences?
    • Can you provide a sample of the incoming emails or data format for review?