Sales Workflow + CRM Integration Expert (Pipedrive, MixMax, Typeform, Zapier)
Description:
I need a smart, fast-moving expert who can help me fix and streamline our sales system across CRM, email sequences, and lead tracking — and actually do the work, not just advise.
You should be able to jump on a call when needed to help troubleshoot live, but I’m looking for someone who can also work independently on the backend and move fast. I don’t have time to sit in tutorials — I need support from someone who understands this setup cold and can help me make it work.
What I need help with:
Syncing and optimizing our CRM (Pipedrive) with our full stack
Connecting MixMax with Pipedrive + Gmail to properly track sequences, opens, replies, and follow-up activity
Resolving Typeform-to-Pipedrive issues — deduplication, partial leads, segmentation, missing tags
Cleaning up the entire lead flow so inbound and outbound leads are categorized, visible, and trackable
Helping structure and build a clean sales performance dashboard (not just a spreadsheet) — showing lead sources, follow-up rate, reply rate, quote rate, quote-to-close %, etc.
Creating or optimizing automations with Zapier where it makes sense
Advising where our stack is the issue — and suggesting fast, practical fixes if something should be swapped out
You need to already know how to use:
Pipedrive
MixMax
Typeform
Gmail / Google Workspace
Zapier
Slack
Notion
OpenPhone
Framer (our lead page is built here)
Context:
I’m an exec leading sales at a fast-moving startup. We’re getting solid inbound volume but struggling to report clearly on what’s converting and what’s getting stuck. We need real visibility across the pipeline — and I need help untangling some tech debt while still hitting our revenue goals.
Looking for someone who can come in, assess quickly, and help me build this now, not two weeks from now.
Apply Now
Apply Now
I need a smart, fast-moving expert who can help me fix and streamline our sales system across CRM, email sequences, and lead tracking — and actually do the work, not just advise.
You should be able to jump on a call when needed to help troubleshoot live, but I’m looking for someone who can also work independently on the backend and move fast. I don’t have time to sit in tutorials — I need support from someone who understands this setup cold and can help me make it work.
What I need help with:
Syncing and optimizing our CRM (Pipedrive) with our full stack
Connecting MixMax with Pipedrive + Gmail to properly track sequences, opens, replies, and follow-up activity
Resolving Typeform-to-Pipedrive issues — deduplication, partial leads, segmentation, missing tags
Cleaning up the entire lead flow so inbound and outbound leads are categorized, visible, and trackable
Helping structure and build a clean sales performance dashboard (not just a spreadsheet) — showing lead sources, follow-up rate, reply rate, quote rate, quote-to-close %, etc.
Creating or optimizing automations with Zapier where it makes sense
Advising where our stack is the issue — and suggesting fast, practical fixes if something should be swapped out
You need to already know how to use:
Pipedrive
MixMax
Typeform
Gmail / Google Workspace
Zapier
Slack
Notion
OpenPhone
Framer (our lead page is built here)
Context:
I’m an exec leading sales at a fast-moving startup. We’re getting solid inbound volume but struggling to report clearly on what’s converting and what’s getting stuck. We need real visibility across the pipeline — and I need help untangling some tech debt while still hitting our revenue goals.
Looking for someone who can come in, assess quickly, and help me build this now, not two weeks from now.
Apply Now
Apply Now