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Today is: 03-Oct-2025 20:31 GMT
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Project title: I need a marketing funnel automation expert (Pipedrive)
Posted by: External project from PeoplePerHour
Started: 12-Jul-2025 11:06 GMT
Description: Expected duration: less than 1 week
What I need:

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.
Project ID: 3440326
Project category:
Project budget:
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