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CRM information technology & services

Merlin Digital Solutions | Follow-ups from the call

Merlin Digital Solutions is a German digital agency. Its sales team had to turn call notes into follow ups and keep project details aligned by hand. Call summaries now reach Pipedrive automatically, follow up emails are drafted from the notes and deal values update linked projects.

Key Outcome

Call notes create follow up email drafts, and deal values update linked projects automatically.

Tracked hours
36
Tasks
65

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

Tools used

  • Pipedrive
  • Make
  • Fireflies

What we built

  1. 01

    Call notes

    Fireflies summaries attach to the deal or create a new lead when no deal exists.

  2. 02

    Follow up drafts

    Call notes become email drafts with the relevant references and attachments.

  3. 03

    Sales reminders

    Sales stage changes and missed meetings trigger the appropriate next steps and notifications.

  4. 04

    Telephone sales

    A CloudTalk call label creates a Pipedrive deal automatically.

  5. 05

    Additional sales

    Selected products create follow on deals without retyping the original details.

  6. 06

    Project updates

    Deal values update linked projects automatically, with sales reports based on cleaned contact details.

Merlin’s sales team needed less work after each call. Call notes, follow up emails and project updates previously needed separate attention. Fireflies summaries now reach Pipedrive automatically, and follow up drafts use what was discussed.

Projects

  • Pipedrive Sales Improvements

    Call notes become follow up email drafts in Pipedrive, and deal values update linked projects automatically. Sales reminders and reports support the agency’s daily work.

    Read case study

Recently touched

  • 2026-06-16 Milestone 5: Extra Features Done
  • 2026-06-11 Upsell / new-sell deal duplication via product multi-select Done
  • 2026-06-07 Auto-Anlage Projekt bei "Won" + Standard-Projektvorlage Done
  • 2026-06-07 Deal value automation: sync deal value to linked project via Make Done
  • 2026-06-06 KI-Agents — Konfiguration Done