Pipedrive automation expert

Looking to get more out of your Pipedrive setup?

I combine my expertise with Pipedrive and automation tools like Zapier to create:

  • Automated email/sms follow-ups

  • Live data dashboards

  • Marketing integrations

  • Automated lead management

So you can process more leads and get greater insight into your data

Pipedrive is a popular, affordable, flexible CRM for businesses

I can help you take it to the next level:

  • Go beyond Pipedrive’s built-in features with automated email follow-up series

  • Connect Pipedrive to your website, form, scheduling and marketing tools

  • See and combine live Pipedrive data in live dashboards

  • Use the best combination of tools to automate lead management and make your life easier

  • All while keeping the simplicity of Pipedrive and your existing platforms (i.e. without paying for more expensive apps and add-ons)

We didn’t have all of our Pipedrive data in one place, and even what we could see was incomplete.

With Jacob’s help, we’re now able to plan and forecast better, and recognize problems quickly.

Michael Weiss, founder at Ai4

I’m Jacob, an expert in Pipedrive automation and integration using Zapier

Zapier is a platform that enables you to connect Pipedrive with all your other tools.

I can create custom integrations with:

  • Direct email (Gmail, Outlook, Mailjet)

  • Online lead forms (Gravity, Typeform, WPForms)

  • Lead scheduling (Calendly, ScheduleOnce, Acuity)

  • Email marketing (ActiveCampaign, Mailchimp, Klaviyo)

  • Document signing (Pandadoc, Docusign)

  • Analytics (Google Sheets, Airtable, Google Data Studio)

  • And more!

Automation and integration solutions

Customized follow-up emails and SMS

Have your sales reps spend less time on follow-ups and more time on conversations.

I’ll enable your sales reps to send a follow-up series (including multiple email and/or SMS messages) automatically, or at the click of a button. You choose the conditions for when they should be sent, and I’ll ensure they intelligently stop if the recipient replies or takes action.

Data integrations

I’ll bring website tracking, marketing analytics, or fulfillment/customer success data into Pipedrive. Or, send sales data back out of Pipedrive to those platforms.

With your data integrated, you’ll gain valuable insights into marketing ROI and lead qualification across your entire funnel: see which marketing funnels generate the most qualified leads, conversions, and LTV.

Live Dashboards

Go beyond Pipedrive’s built-in reporting and get the exact sales insights you need for strategic planning.

I’ll pull your Pipedrive data into graphs and tables customized exactly the way you want, add in sales targets and pacelines, and cross-analyze with marketing or retention data (in a dashboard that’s live).

Lead routing

Make lead management efficient.

Whether your leads come from webforms, webinars, scheduling tools, or anything else, I’ll pull them into Pipedrive automatically, send them to the pipeline and sales rep that makes the most sense, and set up notifications that will help the team identify top leads faster.

We were being over-run with menial admin tasks from working across several cloud-based software systems (including Pipedrive).

After working with Jacob, we now have several systems integrated via Zapier that require minimal human oversight, reducing sales admin by ~75%. And that has ensured everyone’s getting back on the phones.

Phil Dobby, Partnerships Manager at Raising IT