This project maintains vehicle enquiry handling across Pipedrive, AutoCRM and dealer tools. The sales team gets usable customer and vehicle details, with repairs when incoming enquiries stop arriving.
What was built
- Check enquiry handling weekly and fix interrupted imports.
- Keep the vehicle make and model separate in Pipedrive.
- Pass customer details and salutations to dealer tools.
- Create a Pipedrive task when a brokerage email is sent.
- Maintain email templates and signatures.
- Match existing contacts to reduce duplicate records.
Recently touched
- 2026-11-10 Investigate: Pipedrive deal has no "Vermittlung gesendet" and "Vertrag bestätigen" activities (Joe request) Open
- 2026-10-07 Email + XML file when a button is pressed in pipedrive (DealerDesk) Done
- 2026-10-05 Pipedrive: contract follow-up automation "Nachfassung zum Vertrag" Done
- 2026-09-24 Report/Dashboard: Lead Response Time vs Deal Win Rate (Joe request) Done
- 2026-09-21 Neuwagen 2026 Support Done
Other projects in this case study
Vehicle Enquiry Automation
This project saves incoming vehicle enquiries and prepares brokerage documents for the sales team. Documents can be generated when an enquiry arrives, reducing the details staff have to copy by hand.
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