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CRM Consumer Goods

CARRY Products

CARRY Products sells beverage containers and lifestyle accessories. Moving customer records and passing won orders to fulfilment took manual work. Pipedrive now holds the sales records, and won orders pass automatically to Google Sheets.

Key Outcome

Won orders pass from Pipedrive to Google Sheets without copying the details by hand.

Tracked hours
49
Tasks
73

Tracked hours by project, as a share of the client total

Tools used

  • Pipedrive
  • Make
  • Google Apps

What we built

  1. 01

    Won orders

    Won deal details go automatically to Google Sheets for order handling.

  2. 02

    Customer records

    Contact updates pass between Pipedrive and the connected support tools.

  3. 03

    Sales handover

    Trade show leads and previous sales records move into Pipedrive so the team can follow up.

  4. 04

    Team training

    Recorded guides and live sessions help the team manage activities, products and sales reports.

CARRY Products sells beverage containers and lifestyle accessories. Its move from Freshsales to Pipedrive brought customer records and sales work into one place. Won orders now pass automatically to Google Sheets, and the team has training for its daily sales tasks.

Projects

  • Pipedrive Migration and Training

    CARRY Products moved customer and sales records from Freshsales to Pipedrive. Team training and automatic order exports help staff handle daily sales work in the new system.

    Read case study

  • Ongoing Support

    Support keeps CARRY Products customer records and order exports usable. It covers missing retail details, contact numbers and the sheets the sales team relies on.

    Read case study

Recently touched

  • 2026-11-06 carrybottles-mcp: single-tenant MCP on metamcp-core Done
  • 2026-05-08 Webhook-Anfrage failed Done
  • 2026-03-16 Missing retail data in Pipedrive (forwarded) Done
  • 2026-02-25 Product list + Doc Examples Done
  • 2026-02-16 Pipedrive Onboarding Done