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← Plenish
CRMAutomation Project Furniture Rental

Plenish · Pipedrive Onboarding + WooCommerce Sync

WooCommerce orders create Pipedrive sales records automatically, and subscription payment dates stay linked to the relevant orders.

Duration 4 months
Tasks 15

The sales team can manage customer relationships in Pipedrive while rental and purchase orders remain in WooCommerce. New orders and subscription payment dates move into sales records automatically.

What was built

  • Create Pipedrive sales records when shop orders arrive.
  • Transfer order totals into the corresponding sales records.
  • Update payment dates for subscription renewals and their parent orders.
  • Align sales record creation dates with the original order dates.
  • Keep order information updated between WooCommerce and Pipedrive.

Other projects in this case study

  • Online Shop Subscriptions

    Shop improvements handle subscriptions, recurring discounts and checkout so customers can choose how they buy.

    Read case study

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