Railwayhero’s sales team needed to manage wholesale bookings for premium train journeys in one place. Pipedrive brings together incoming enquiries, journey details, and the progress of each booking.
What was built
- Pipedrive records hold train choices, travel dates, passenger numbers, and booking status.
- Sales stages reflect the booking process for each train line.
- FunnelForms submissions automatically become sales opportunities in Pipedrive.
- Booking information is copied from the booking system into Pipedrive automatically.
- Existing Zapier processes were adjusted as the team moved to the new setup.
- Checks flag interrupted updates so missed booking information can be addressed.
Recently touched
- 2026-03-06 Customer removed custom property - remove from the structure deleted custom props Done
- 2026-02-25 Fwd: Feld auf Deals gelöscht Done
- 2026-02-03 Check current breaks that came according to the scenario [P][v1] theghan.de - PD Deal Create Done
- 2025-12-28 Check current breaks that came according to the scenario [P][v1] ghan.de - PD Deal Create Done
- 2025-10-07 Fwd: Tickets Trello übertragen Done
Other projects in this case study
Website Launch Support
Launch coordination and practical guidance help the team publish and manage the African Explorer website.
Read case studyAfrican Explorer
Travel enquiries enter Pipedrive automatically, while the owner can update journey information on the website by talking to Claude.
Read case studyThe Ghan Booking Import
The Ghan booking details create or update sales records in Pipedrive automatically, keeping Railwayhero’s team informed without copying form answers.
Read case study