I need a Pipedrive expert to create automations

**Pipedrive Automation and Workflow Specialist Required**

We are looking for an experienced Pipedrive specialist who can design, build and maintain automations that improve lead management, data quality, sales reporting and workflow efficiency.

This will begin with one specific project but could develop into ongoing work across our Pipedrive account.

**Initial project**

Website form submissions currently enter the Pipedrive Leads Inbox. We want each lead assigned automatically to the salesperson who owns the visitor’s organisation.

Pipedrive does not automatically identify an existing organisation from the visitor’s email domain, so the required workflow will need to:

* Detect a new website lead.
* Extract the domain from the visitor’s email address.
* Find the corresponding existing organisation in Pipedrive.
* Link the person and lead to the correct organisation.
* Assign the lead to that organisation’s owner.
* Send unmatched, personal-email or ambiguous leads to a fallback owner.
* Avoid creating duplicate people or organisations.
* Record enough information for us to understand how each lead was processed.

This will probably require Make.com, Zapier or a lightweight integration using the Pipedrive API. We are open to the best recommendation.

**Wider scope**

We also want support with other Pipedrive workflows, including:

* Lead routing and ownership.
* Web-form processing.
* Duplicate prevention and data cleansing.
* Automatic activity creation.
* Follow-up reminders and overdue-deal controls.
* Deal and pipeline management.
* Notifications to account owners.
* Sales reporting and scheduled summaries.
* Integration with other systems, including Aircall, Outlook and NetSuite where appropriate.
* Reviewing existing automations and identifying conflicts or gaps.

**Required experience**

Applicants must have proven experience with:

* Pipedrive administration and automation.
* Pipedrive Leads Inbox, organisations, people, deals and activities.
* Pipedrive API and webhooks.
* Make.com and/or Zapier.
* Email-domain matching and CRM record association.
* Duplicate prevention and exception handling.
* Secure handling of API credentials.
* Testing and documenting business-critical workflows.

Experience working with B2B sales teams and account-based ownership structures would be particularly useful.

**Expected deliverables for the first project**

* Review our current web-form and lead-assignment setup.
* Recommend the most reliable solution.
* Build and configure the workflow.
* Test successful matches, unmatched domains, personal email addresses and duplicate records.
* Provide clear documentation explaining how it works.
* Provide an error log or monitoring process.
* Conduct a handover call.
* Advise on ongoing support and maintenance.

Please do not apply if your experience is limited to basic Pipedrive setup. We need someone capable of designing dependable workflows across Pipedrive and connected applications.

**When applying, please answer:**

1. Have you built a similar Pipedrive lead-routing workflow?
2. How would you match an email domain to an existing organisation?
3. Would you recommend Make.com, Zapier or a custom API solution, and why?
4. How would you handle Gmail, Outlook and other personal email domains?
5. How would you prevent duplicate people and organisations?
6. How would failures and unmatched leads be monitored?
7. Please provide examples of comparable Pipedrive automation work.
8. What is your hourly rate and availability?

This is initially a defined project, but we are looking for someone who could become our ongoing Pipedrive automation and workflow specialist.