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CRM Insurance

InsuroLink | Pipedrive rebuild and migration

InsuroLink is a German insurance provider whose sales pipelines do not fit an out-of-the-box CRM. Metawork rebuilt their Pipedrive workspace, classified and moved 3,510 historical deals into it, wired up telephony, quoting and booking automations.

Tracked hours
28
Tasks
49

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

Tools used

  • Pipedrive
  • Make
  • Google Apps
  • LeadDesk

What we built

  1. 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

  2. 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

  3. 03

    Pipelines

    Software Sales and Bestandsübernahme pipelines with their stages, products, custom fields and contact labels

  4. 04

    Booking automations

    A scheduler booking creating the right deal type automatically; a won software deal opening a project with its onboarding tasks

  5. 05

    Contact tracking

    Erster Kontakt and Letzter Kontakt maintained automatically; call outcomes written back to the contact

  6. 06

    Monitoring

    Make.com scenarios for the remaining integrations, with an alert system in front of them

Projects

  • Pipedrive Optimization

    Insurance pipelines do not fit an out-of-the-box CRM, so this rebuilt the Pipedrive workspace around how InsuroLink sells and moved the whole history into it.

    What we built

    • Migration
    • Data hygiene
    • Pipelines
    • Booking automations
    • Contact tracking
    • Sheets mapping
    Read case study

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