Pipedrive UI & Workflow Enhancements

@Microlent

Hi, I saw your requirement for new Custom Fields and a redesigned dashboard layout in Pipedrive. It sounds like your team is spending too much time on manual data entry instead of closing deals. I can help you fix that. I have set up Pipedrive workflows that handle deal stage changes and push real-time alerts to Slack and email. This keeps everything moving without your reps having to click through fifty screens. I will make sure your dashboard surfaces the right KPIs so you never lose visibility into your daily sales performance. We can build most of this natively, but I am comfortable using Zapier or webhooks if we need extra power for your specific automations. My goal is a CRM that actually works for your team. You can see my past work here: https://www.freelancer.com/u/microlent Want a 2-min screen recording of how I would build those Event-based Pipedrive automations? Just say the word. ~ Rajesh

@mascotindia123

Hello, I would be glad to help you enhance your Pipedrive setup with improved UI customization and workflow automation. I have experience working with CRM systems including Pipedrive, especially in configuring pipelines, custom fields, and automation workflows to align with sales processes. I can set up the required custom fields (text, dropdown, and date) and ensure they are correctly mapped across your pipelines. I can also redesign your dashboard layout so your team can quickly access key KPIs and daily performance metrics. On the automation side, I will build and test event-based workflows such as stage change triggers, automatic task creation, and Slack/email notifications. Where needed, I can integrate tools like webhooks or Zapier to extend Pipedrive functionality without compromising reliability. All automations will be tested under real scenarios to ensure consistency and accuracy across users. I will also provide clear documentation or a walkthrough video so your team can manage and update the setup easily. The timeline and exact workflow structure can be discussed further based on your sales process. Warm regards, Harpreet Singh

@kamran2012

Hey, I will set up your custom fields — text, dropdown, and date — mapped to the correct pipelines, redesign your dashboard to surface daily KPIs, and build out the four event-based automations with full documentation. For the automations, I will use Pipedrive's native Workflow Automation engine first and only bring in Zapier or webhooks where native triggers fall short — such as pushing deal-stage updates to a specific Slack channel. This keeps maintenance simple for your team while still covering the gaps Pipedrive cannot handle alone. Questions: 1) How many pipelines are active right now, and do the new custom fields apply to all of them or only specific ones? 2) For the Slack notifications — should these go to a shared sales channel or as DMs to the deal owner? Send me a message and we can go over the details. Best regards, Kamran

@extreamcode

Hi there, I can see the real goal here isn’t just “making Pipedrive look better” , it’s reducing the tiny sales-process frictions that quietly slow your team down every day. I’ve built CRM automations and custom dashboard setups that align the system to the way sales teams actually work, so your fields, KPIs, and notifications feel natural instead of forced. I’ll handle the 3 custom fields, map them cleanly to the right pipelines, redesign the dashboard around the metrics your team checks daily, and build/test at least 4 reliable event-based automations using Pipedrive native tools, with Zapier/webhooks only where they add stability or flexibility. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. I can also record a brief walkthrough so your team can maintain everything confidently. Which KPIs and dashboard widgets do you want surfaced first, and are there any specific stages or pipeline rules that should control the automations? Looking forward to your reply so we can finalize the exact plan. Thanks, Asad

@techplusintl

Hi, ★★★ Pipedrive Expert ★★★ 5+ Years of Experience ★★★ I can enhance your Pipedrive setup with new custom fields and automated workflows. This will include: - Adding three custom field types (text, dropdown, date) mapped to your pipelines. - Redesigning the dashboard layout with specified widgets and filters. - Creating and testing at least four event-based automations. I will handle the project by ensuring everything is built natively in Pipedrive while considering webhooks or Zapier for added efficiency. Ready to start once you provide the necessary access and specifications. Thanks!

@installerpoint

Hello, I can help you fully optimize your Pipedrive setup by improving both the UI structure and the automation workflows so your sales team spends less time on manual work and more time closing deals. I have experience working with CRM customization, workflow automation, and integrations using Pipedrive native tools as well as Zapier/webhooks when needed. What I will deliver: Setup and configuration of 3 custom fields (text, dropdown, date) mapped correctly to your pipelines Clean, improved dashboard layout with KPI-focused widgets and filters tailored to daily sales tracking Design and implementation of 4+ automated workflows, such as: Deal stage change → automatic task creation / notification Activity completion → next-step follow-up generation New contact creation → pipeline assignment or tagging Approach I will prioritize native Pipedrive automation first to keep the system stable, and only use Zapier/webhooks where they genuinely improve efficiency or flexibility. Everything will be structured cleanly so it’s scalable and easy to maintain as your sales process grows. I can start immediately and ensure all features are properly tested before handover. Looking forward to working with you. Best regards, ADEEL

@raheel2k29

Hello, I can help you tailor Pipedrive to better match your sales process, both on the UI side and through automation that reduces manual work and keeps deals moving consistently through your pipeline. I understand this is less about generic CRM setup and more about aligning Pipedrive to how your team actually sells,with cleaner data entry, clearer KPIs, and reliable automation that runs in the background without constant oversight. Why I’m a strong fit • Experience working with CRM systems like Pipedrive and workflow automation tools • Strong understanding of sales process optimization and pipeline structuring • Comfortable using both native automation tools and external integrations (Zapier/webhooks/API) • Focus on building systems that are practical, scalable, and easy for teams to adopt • Detail-oriented approach to data structure and process efficiency I’d be happy to review your current Pipedrive structure first and suggest improvements before implementation to ensure everything aligns cleanly with your sales workflow. Looking forward to working with you. Best regards RAHEEL

@ZohaibRoy

⭐⭐⭐⭐⭐ Enhance Pipedrive with Custom Fields and Automated Workflows ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you're looking for Pipedrive customization and automation. Look no further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for Pipedrive enhancements. I will create custom fields, redesign the dashboard, and set up automated workflows to enhance your sales process. ➡️ Why Me? I can easily do your Pipedrive customization and automation as I have 5 years of experience in CRM systems, sales process optimization, and workflow automation. My expertise includes custom field creation, dashboard design, and event-based automation. Not only this, but I also have a strong grip on tools like Zapier and webhooks, ensuring a reliable and efficient solution for your needs. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. I'm looking forward to our chat! ➡️ Skills & Experience: ✅ Custom Field Creation ✅ Dashboard Design ✅ Workflow Automation ✅ Data Mapping ✅ Event-Based Triggers ✅ API Integration ✅ Pipedrive Configuration ✅ User Interface Design ✅ Data Entry Reduction ✅ Task Automation ✅ Notification Systems ✅ CRM Optimization Waiting for your response! Best Regards, Zohaib

@einnovention

As an experienced team of developers, designers, and digital experts, Einnovention fully understands the need for customized digital solutions tailored to your business processes. With a heavy focus on web development, CMS, ERP & CRM systems and API integration such as the one required for your Pipedrive project, we have worked with multiple clients to deliver seamless user experiences that align with their unique needs. Our technical expertise particularly in PHP, Laravel, CodeIgniter, CakePHP,& jQuery compliments well with Pipedrive's infrastructure which in turn would ensure reliable and scalable solutions. Our vast experience encompasses everything from redesigning interfaces to enhancing workflows through automation. We would be able to create a targeted dashboard layout that will bring forth the KPIs most important to you and improve your team's efficiency by creating automated workflows that handle critical data entries. Additionally, you'll enjoy not only our services but also our commitment to partnership which includes free consultations, unlimited revisions until full satisfaction, free support well after delivery and above all clear milestones and transparent communication throughout the project. You can trust Einnovention to bring innovation and efficiency to your sales process while adhering closely to your specific requirements. Let's start turning your idea into a fully functional solution together!

@shrec

Hello, I’m an experienced Pipedrive automation specialist and can fully customize your CRM with clean dashboards, custom fields, and reliable workflow automations. I can work in your timezone, provide fast communication, meet deadlines, and ensure everything is tested properly before delivery. I’m confident I can handle this smoothly and would love to build a long-term working relationship with you. Budget is reasonable and negotiable. Looking forward to working together!

@Herculesz

Hi, this project to enhance Pipedrive’s UI and automate workflows directly addresses the challenge of aligning CRM tools with specific sales processes. The real engineering risk lies in orchestrating reliable event-driven automations that maintain data integrity and timely notifications without impacting user experience. I usually structure such projects by separating UI customization from backend workflow logic to ensure maintainability and scalability. I've built several production systems like this, including Custom Feature Development & Integration, where I extended digital platforms with tailored UI components and automated backend workflows. For CRM-specific automation, I reference the HubSpot CRM Implementation project, which involved configuring pipelines and automations closely matching sales stages and notifications. I approach systems by isolating event triggers and ensuring robust error handling and logging to maintain workflow reliability. This includes fallback routing for failed notifications and detailed documentation for handoff. These systems are designed for long-term production use with clear separation of concerns and user-centric design. I can start by outlining the custom field mapping and dashboard widget architecture, then map the event automation triggers and notification flows for review. Thanks, Hercules

@teodorgeorge

Hello, I can help tailor your Pipedrive setup with the custom text, dropdown, and date fields mapped to the right pipelines, plus a cleaner dashboard focused on the KPIs your sales team checks daily. I have experience setting up Pipedrive automations, Zapier/webhook integrations, Slack or email alerts, and workflow documentation so the system stays reliable and easy for your team to manage. I will build and test the event-based automations for deal stage changes, activity completion, new contact creation, and follow-up task creation, then provide a clear walkthrough so your team can maintain everything confidently. I am ready to begin immediately and would be happy to discuss the project in further detail. Thanks, Teo

@Feriver

Hello, I understand you want to enhance your Pipedrive CRM by customizing custom fields, improving dashboard visibility, and building automated workflows that reduce manual effort and keep your sales pipeline moving through stage-based triggers and notifications. I will configure Pipedrive custom fields (text, dropdown, date) and properly map them to your pipelines so all deal data is structured and consistent. I will redesign your dashboard layout using native Pipedrive widgets to highlight your key KPIs, ensuring your sales team can track performance at a glance without clutter or confusion. I will also build and test event-driven automations such as deal stage triggers, auto-created follow-up tasks, and Slack/email notifications using native Pipedrive automation tools and Zapier/webhooks where needed. Everything will be documented and tested in real scenarios, with a short walkthrough provided so your team can easily maintain it. You can also view my portfolio here: https://www.freelancer.com/u/Feriver Thanks, Asif

@codefusion53

Hi, I can help tailor your Pipedrive setup so it matches your sales process more closely and reduces manual work for your team. I have experience configuring CRM fields, dashboards, sales pipelines, automations, Zapier workflows, webhooks, and API based integrations. For your project, I can create and map the required text, dropdown, and date custom fields to the right pipelines, reorganize the dashboard around the KPIs your team checks daily, and build at least four event based automations such as deal stage notifications, automatic follow up tasks, activity completion updates, and Slack or email alerts. I will keep everything native in Pipedrive where possible, and only use Zapier, webhooks, or API integrations when they improve reliability and efficiency. After setup, I will test each automation under real conditions and provide clear documentation or a walkthrough so your team can maintain the system confidently. I would be grateful to support this project and will gladly accept your feedback. Best, Justin

@Mobilehead

Hello, I can tailor your Pipedrive with custom fields, a cleaner dashboard, and reliable automations to match your sales process. I will add three custom fields (text, dropdown, date) mapped to the right pipelines, redesign the dashboard with your chosen widgets and filters, and build and test at least four event-based automations (stage change, activity completion, new contact, follow-up task) using native Pipedrive and webhooks or Zapier only if needed. I will test all automations in real-world conditions, ensure the fields and dashboard appear for all users, document each workflow, and provide a short walkthrough video so your team can maintain it. Thank you for considering this proposal — Sherman.

@rbtech1984

Hello There!!! ★★★★ ( Pipedrive CRM UI customization + workflow automation for sales pipeline efficiency ) ★★★★ Project understanding: You need custom fields and a cleaner dashboard inside Pipedrive to better match your sales process, plus automated workflows that reduce manual work. This includes deal triggers, notifications, task creation, and integrations like Slack/email using native tools or Zapier/webhooks. Services ⚜ Pipedrive custom fields setup (text, dropdown, date) ⚜ Pipeline mapping and CRM data structuring ⚜ Dashboard UI cleanup with KPI-focused layout ⚜ Workflow automation (stage changes, tasks, alerts) ⚜ Slack / email / webhook / Zapier integration ⚜ Testing automations in real sales scenarios ⚜ Documentation + walkthrough for your team I have experience working with CRM customization and automation systems, including Pipedrive and similar sales tools. I focus on making pipelines not just organized but actually usable for daily sales teams. I will configure everything natively inside Pipedrive first, then extend with APIs/Zapier only where needed to keep system stable and scalable. Let’s connect and I can set this up in a clean and maintainable way for your team.

@FizzaNadeemK

Hi, I can tailor your Pipedrive setup to match your actual sales workflow with cleaner dashboards, smarter field mapping, and automations that reduce repetitive admin work for the team. Your requirement for event based workflows tied to deal stages, follow ups, and Slack updates is exactly the kind of process automation I build using native Pipedrive logic combined with Zapier or webhooks only where they improve reliability and speed. Which KPIs does your team rely on most daily so I can structure the dashboard around real decision making? Best Regards, Fizza Nadeem K

@topcreator100

Hi there, I’ve read your Pipedrive UI and Workflow Enhancements project and I’m confident I can tailor the look, feel, and automations to fit your sales process. I’ve got several years of experience with similar Pipedrive customization projects and I’m comfortable with native features and integrations like Zapier when they add efficiency. My plan is to add three new custom field types (text, dropdown, date) mapped to the right pipelines and redesign the dashboard with your required widgets and filters. I’ll deliver at least four event-based automations, test them end-to-end, and hand over a short walkthrough video within 10 days, with next steps outlined

@DngPhgNam

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have successfully customized CRM systems like Pipedrive by adding custom fields and automating workflows that streamline sales processes and improve daily KPI tracking. The most important part to successfully complete this project is ensuring tight integration of custom fields and automation workflows with Pipedrive's native functionalities to maintain seamless user experience and data reliability. Approach: ⭕ I will add and correctly map the three custom field types (text, dropdown, date) to your pipelines. ⭕ Redesign the dashboard layout with specified widgets and filters for clear KPI visibility. ⭕ Develop and thoroughly test at least four event-based automations such as stage changes, follow-ups, and notifications. ⭕ Use native Pipedrive automations primarily, supplementing with Zapier or webhooks only where they enhance efficiency without compromising reliability. ⭕ Document and deliver a comprehensive walkthrough video for your team’s ongoing maintenance. ❓ Could you please specify the exact KPIs and widget preferences for the dashboard redesign? ❓ Are there any particular Slack channels or email addresses to integrate for notifications? ❓ Do you prefer specific triggers beyond those mentioned for the automations? I’m confident I can enhance your Pipedrive system to boost efficiency and provide your sales team with a customized, easy-to-use interface and powerful automation. Best regards, Nam