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← Derek Rose
CRMAutomationBrain Project Fashion & Apparel

Derek Rose · JotForm + AI Agent

This evaluation checked whether JotForm's chat assistant could collect form answers for the sales team. It also reviewed how customers could edit earlier submissions and how the answers could reach Pipedrive.

Duration 8 months
Tasks 3

This project evaluated whether JotForm's chat assistant could reduce manual collection of form answers. It also checked how customers could edit earlier submissions. The work concluded at the evaluation stage.

What was built

  • A trial of JotForm's chat assistant for collecting form answers.
  • A review of how collected answers could reach Pipedrive through Make.
  • A check of edit links for updating earlier submissions.
  • Findings to guide later changes to the team's forms.

Recently touched

  • 2025-09-18 Implement AI agent for data collation Done
  • 2025-08-29 Try JotForm AI agent Done

Other projects in this case study

  • Ongoing Support

    Ongoing support keeps order imports and customer follow up working as the team's needs change. Partner form responses add notes and update due dates, while customer groups help staff plan their next…

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  • Brain MCP

    Staff can look up customers, check orders and ask Claude for sales reports using current business information. Shared working guides help the team repeat common tasks, with access limited to each…

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  • Image Automation

    Style codes from Pipedrive deals find matching product images in OneDrive and SharePoint. Sales staff can prepare customer presentations without searching shared folders for each item.

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  • Automatic Imports

    Product and order files update Pipedrive automatically. Customer matching and duplicate checks help the team keep orders clear, with export files available to check the results.

    Read case study
  • Pipedrive Onboarding

    Pipedrive was set up around the team's sales stages, calls and meetings. Calendly bookings create or update sales records automatically, keeping attendees and meeting activities together.

    Read case study

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