Business Automation and AI

Pipedrive Workflow Automation

You’ve just found your Pipedrive automation partner.
If you’re tired of manual tasks slowing your sales team down, you’re in the right place.
I specialise in building smart, scalable Pipedrive workflows that save time and close deals faster.
Whether you’re just getting started or ready to scale, I’ve helped businesses like yours unlock real results.
Let me help you turn Pipedrive into a streamlined, results-driven sales system, with minimal fuss and automation that gets results.

Pipedrive Workflow Automation

Why Businesses need Pipedrive Workflow Automation

Are you drowning in repetitive manual sales tasks ?
Moving data between Apps, copy-pasting information and juggling scenarios that should just work?
Are you wasting valuable time that could be better spent actually talking to prospects?

Are you like so many clients who come to me:

– Wasting time on data-entry, handing over leads, generating sales reports.
– Losing deals or missing opportunities due to poor workflow management
– Using multiple tools that don’t talk to each other, your CRM, Email or Proposal tools.
– Feeling overwhelmed by the automation complexity

I help businesses harness the power of Pipedrive Workflow Automation to connect their Apps, automate their workflows and free up time for what really matters.

Make.com Expert

Pipedrive Workflow Automation

The Solution, How I Help

With Pipedrive Workflow Automations, you can seamlessly connect your apps and automate workflows without writing a single line of code. But setting up automations requires a Strategy, Experience and Technical Know-How. That’s where I come in.

How I help:

– Identify the best sales processes to automate in your business.
– Design and build custom Pipedrive automations tailored to your needs.
– Optimise and Troubleshoot your existing automations for better efficiency.
– Provide Training so your team can manage automations confidently.

Common Automations I set up:

– Automate lead capture and follow-ups.
– Sync data across multiple business tools.
– Automate order processing and invoicing.
– Streamline sales management workflows.

Testimonials

We’d learnt about Make.com and had a few attempts to link our CRM to our Project Management tool. We just couldn’t get the final steps to work. Chris not only solved the problem, but showed us why it was failing and how we could avoid similar issues on our other workflows..

Michelle

IT Manager

Chris created a workflow for a task we had being doing manually for months. We must have saved around 8 hours per week by having him automate this for us.

Raj

Data Analyst

Frequently Asked Questions

How much does a Pipedrive Consultant Cost ?

The investment varies from $150 for an hour to around $2000 for a 4 week project

I can offer a range of options in terms of just offering advice and solutions, helping you and your implement the solution or doing all of the work on your behalf.

Take a look at the Pipedrive Pricing page for more details.

What is Pipedrive Consulting?

I help organisations better set up and use Pipedrive to get the best out of the features that are available. This can be teams or individuals. I also spend a lot of time helping clients integrate Pipedrive into their websites, and task management systems meaning that a lot of once manual tasks become automated creating a better experience for potential new customers.

How Do I Know if a Pipedrive Consultant Is Right for Me?

Hopefully you’ve understood what I offer but why not take advantage of the free 30minute call to discuss your exact needs and the outcomes you’re looking for. Click here to schedule a call.

Do You Offer Ongoing Consulting Services?
Yes. Many clients ask me to help with other areas of their business, and particularly their workflow. This can cover e-mail, file storage, database development, G-Suite integration and automating tasks between their systems.
Do You Only Work With Established Companies?
I work with solo entrepreneurs, small and medium sized businesses primarily. Generally clients are looking to make a step change in what they do and often this covers Pipedrive and their own productivity, process and communication. I can also help with G-Suite, Systems Integration and Automation.

Lets see how Pipedrive Workflow Automation can work for you.

Book a free Consultation and Start Automating

Pipedrive Agency

Pipedrive Agency

Pipedrive Agency – Are you like so many clients who come to me. Losing Deals, wasting time on handing over leads, generating reports. Losing deals or missing opportunities due to poor workflow management. Using multiple tools that don’t talk to each other, your CRM, Email or Sales tools.

How to find the Pipedrive Deal ID

How to find the Pipedrive Deal ID

So you’re new to Pipe Drive and automations and you’re just starting to get into automating Pipe Drive and one of the things that you’ll be asked is to input your deal ID, and then you think I wonder where that is

Real Estate Automation – How to Automate an Estate Agency

Real Estate Automation – How to Automate an Estate Agency

Real Estate AutomationReal Estate Automation: Saving Time, Improving Service, Closing More Deals The real estate world is changing fast. Technology is moving forward. Client expectations are rising. Businesses who don’t keep up will get left behind. Smart automation...

How to Automate Your Coaching Business

How to Automate Your Coaching Business

How to automate your coaching businessHow to Automate Your Coaching Business: The Complete Guide to Streamlining and Scaling Your Client Workflow Running a coaching business often means wearing every hat, from marketing and admin to service delivery and follow-up. But...

Integrating AI Into Your CRM – A Practical Guide

Integrating AI Into Your CRM – A Practical Guide

Integrating Ai into your CRM AI is no longer something that belongs in a science fiction film. It’s here now, and if you’re not using it in your CRM, you’re probably missing out. Not just on saving time, but on closing more deals. Whether you use Pipedrive or...

International Clients

My client base is international covering all continents. All of my work is conducted online through remote connection and Teams/Zoom/Hangouts sessions. I’ve been working remotely for over 12 years so understand the strengths and weaknesses.