Pipedrive + Zapier Automation Specialist – Lead Nurturing for Insurance Agency
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 tot his job