We're an independent insurance agency looking to automate our lead nurturing workflow. Leads are already flowing into Pipedrive from affiliate partners—we need to automate outreach and track conversions.
Scope of Work:
Set up automated SMS messages via JustCall when new leads enter Pipedrive
Set up automated email sequence pushing leads to complete a quote on our insurance portal
Configure affiliate/referral source attribution tracking in Pipedrive (so we can see which partner referred each lead)
Build a simple conversion tracking report (Google Sheets or Pipedrive dashboard) showing leads → quote completed → policy bound
Document the workflow so our team can maintain it
Our Current Stack:
Pipedrive (CRM)
Zapier (automation)
JustCall (SMS/calling)
EZLynx (insurance quoting portal – no API sync needed, just pushing leads there)
Requirements:
Proven experience with Pipedrive automations
Strong Zapier skills
Experience with JustCall or similar SMS tools is a plus
Clear communication and ability to document your work
Apply Now
Apply Now