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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