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← Railwayhero
CRMAutomation Project Travel & Tourism

Railwayhero · Pipedrive Onboarding

Railwayhero manages train journey enquiries and bookings in Pipedrive, with website forms and booking details arriving automatically.

Duration 9 months
Tasks 92
Meetings 14

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 study
  • African Explorer

    Travel enquiries enter Pipedrive automatically, while the owner can update journey information on the website by talking to Claude.

    Read case study
  • The 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

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