Recently touched
- 2026-02-03 [Pipedrive v2] Make scenarios update Done
- 2026-02-02 The PDF report will be sent as an email attachment via Make.com. Done
- 2026-02-02 [Pipedrive v2] Make scenarios update Done
- 2026-01-21 Add previous history from contact + company to deal in pipedrive Done
- 2026-01-13 Implement the AI salutation feature using the new OpenAI key. Done
What we built
73hours
87tasks
8 monthsduration
- 01
Intake
Webflow form submissions writing into Pipedrive and a Google Sheet at once, creating organisation, person and lead
- 02
Mandate automation
Project creation on the deal, value population, contact labelling, and company and contact history carried onto the deal so a mandate starts with context
- 03
Investor database
Investor records imported and tagged so buyer approaches can be filtered and run per mandate, with Lemlist wired in for the sending lists
- 04
Document generation
CRM field mapping to spreadsheet cells, reading and writing single or grouped cells, applying formulas and producing the finished proposal from live data
- 05
Onboarding
Team onboarding sessions, mailbox and signature setup in Pipedrive, and an alert system so failures surface instead of stalling silently