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← CARRY Products
CRMAutomation Project Consumer Goods

CARRY Products · 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.

Duration 14 months
Tasks 49
Meetings 1

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.

What was built

  • Move contacts, custom details and past deals from Freshsales to Pipedrive.
  • Send won deal details automatically to Google Sheets.
  • Bring support information and trade show leads into the sales records.
  • Train the team to manage activities, products, documents and reports.

Recently touched

  • 2026-11-06 carrybottles-mcp: single-tenant MCP on metamcp-core Done
  • 2026-02-25 Product list + Doc Examples Done
  • 2026-02-16 Pipedrive Onboarding Done
  • 2026-02-05 Sync deal data from Freshdesk with deals in pipedrive Done
  • 2026-01-30 make a scenario to save won deals to sheet directly Done

Other projects in this 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

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