Recently touched
- 2026-06-17 Insuro Pipedrive data hygiene (new account): Insuro Classic relabel, LeadDesk blacklist sync, phone cleanup & normalization Done
- 2026-06-15 Workflow automation Done
- 2026-06-13 Insuro Pipedrive: Configure roles, visibility groups, and team permissions Done
- 2026-06-13 Insuro PandaDoc: Build all document templates in PandaDoc Done
- 2026-06-13 Insurolink: explain why OR-conditions with ''contains 506'' aren''t viable (would require ~80 conditions) Done
What we built
- 01
Migration
All 3,510 existing deals classified, moved and archived into the new account, with contacts, organisations, activities and notes synced across a defined cutoff window and the remaining gaps remediated afterwards
- 02
Data hygiene
Customer numbers extracted out of phone fields into their own field, LeadDesk blacklist synced, phone data cleaned, legacy contacts relabelled against the pipelines they belong to
- 03
Pipelines
Software Sales and Bestandsübernahme pipelines with their stages, products, custom fields and contact labels
- 04
Booking automations
A scheduler booking creating the right deal type automatically; a won software deal opening a project with its onboarding tasks
- 05
Contact tracking
Erster Kontakt and Letzter Kontakt maintained automatically; call outcomes written back to the contact
- 06
Monitoring
Make.com scenarios for the remaining integrations, with an alert system in front of them