You picked Pipedrive to organize your sales. We do the setup: custom fields, the mapping from Lead to Deal, your other tools connected, your data moved in, and reports that track your goals. Then we train your team to take it over.
900+ integrations completed
How a Pipedrive setup runs
How leads come in, what your team needs to capture, and the tools you already use
Fields, mapping, connections and reports built, then checked with test leads
Data moved in, users added with the right access, and your team trained
Pipedrive keeps things simple: deals move across a Kanban board, one column per stage. We set up the pipeline and stages to match how you sell, and keep the rest just as simple.
Pipedrive has default fields for lead information, and lets you add your own. We set up the custom fields your business needs, then map them so everything on the Lead carries over when it becomes a Deal.
From there it is about the tools around it. Pipedrive connects to calendars, billing, email and more through its marketplace, and where no app fits, we build the connection through the API.
What's included
Your deal stages set up as a simple Kanban pipeline that matches how your team sells.
Custom fields for the information your business collects, alongside the defaults.
Lead information mapped to the Deal on conversion, so nothing has to be typed twice.
Marketplace apps chosen and set up, and custom API work where you need it, including web forms that create leads.
Past clients and sales activity moved in from wherever they live now, and checked for duplicates.
Custom reports and dashboards that keep your most important numbers and goals in one place.
Admins and users added with the right access, and your team walked through the account.
Every system we connect to Pipedrive, in one list
Gravity Forms, Jotform and Typeform fills create Pipedrive leads
LiveChat, SnapEngage and Avochato conversations saved to the contact
Google Ads and Microsoft Ads leads in, with their source
ActiveCampaign and Mailchimp lists that follow Pipedrive
Pipedrive data in a sheet for reporting
On a free call we walk through your sales process, your Pipedrive account and the tools you use around it, and show you what the setup would take.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We look at your sales process, your current Pipedrive account or old systems, and the tools you use.
Want one part done first, like your fields or a form connection? 3 hours of work and a clear deliverable.
Priced by project, not by the hour. You approve before we start.
Built and tested with test leads, then live with your team, plus training.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Yes. We can clean up fields, mapping, connections and reports in the account you use today.
We build the connection through the Pipedrive API instead.
Yes. We move past clients and sales activity over and check it, so your history reports correctly.
By project, not by the hour. The first call is free, and you get a project quote after it.
