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