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CRM

Record Express

Record Express is a vinyl record and merchandise retailer offering shipping, quotation, and order management capabilities. Metawork built a complete integration connecting their e-commerce storefront, CRM pipeline, payment processing, and shipping logistics into a unified system.

Duration 44 months
Tasks 125
Meetings 8
Looms 7
Scenarios 9

Recently touched

  • 2026-02-09 Update scenarios Done
  • 2026-02-04 [Update 1] Add owner on creation pd person/org/lead/deal Done
  • 2026-02-03 After Review 1 Done
  • 2026-02-03 Reviewed all scenarios for Pipedrive person, organization, lead, and deal creation modules, and made updates to one of them Done
  • 2026-02-02 Working on the two remaining scenarios (marked as ‘no run’) Done

What we built

555hours
125tasks
9Make scenarios
44 monthsduration
  1. 01

    **Pipedrive Migration**

    Complete CRM migration from HubSpot to Pipedrive with complex deal workflows, person/organization management, and custom field mapping. Handles shipping deals, payment tracking, and order lifecycle.

  2. 02

    **Checkout & Payments**

    Stripe payment integration with dynamic shipping calculation, cart management, and payment intent tracking. Includes validation, error handling, and webhook processing.

  3. 03

    **Shipping Integration**

    Tight integration with Log2x shipping APIs for postage calculation, service selection, and delivery tracking. Real-time shipping rate lookup directly in checkout forms.

  4. 04

    **Forms & Calculations**

    Custom HubSpot forms (postage calculator, quote request, order form) with dynamic JavaScript calculations, Select2 dropdowns, T&C agreements, and address validation via Google Maps.

  5. 05

    **Automations**

    Make.com scenarios connecting Pipedrive → Stripe → Log2x with observability, error alerts, and weekly monitoring. Handles deal creation, payment capture, and shipping order sync.

  6. 06

    **Admin & Analytics**

    Webflow pages, email templating, scenario monitoring, and Pipedrive form integrations for lead capture and customer communication.

Projects

  • Support

    Ongoing feature development, maintenance, and optimization for Record Express's e-commerce and order management system.

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  • Pipedrive Migration

    Record Express migrated their CRM from HubSpot to Pipedrive, moving complex deal workflows, contact management, and order processing into a purpose-built sales pipeline system.

    Read case study