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← Derek Rose
CRMAutomation Project Fashion & Apparel

Derek Rose · 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.

Duration 6 months
Tasks 12
Meetings 14

This project set up Pipedrive around the team's sales process. Calendly bookings create or update deals and meeting activities automatically. Staff can keep customer conversations and next steps together.

What was built

  • Sales stages and customer details tailored to the team's work.
  • Calls and meetings tracked against customer records.
  • Calendly bookings that create or update Pipedrive deals.
  • Meeting attendees added to the matching records.
  • Cancelled bookings removed from the relevant meeting activities.

Recently touched

  • 2025-02-05 Calendly events: enrich with pipedrive data 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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  • 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…

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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.

    Read case study
  • 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

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