What we built
- 01
Pipedrive CRM Setup
Sales-focused deal pipeline configured for quote and order tracking, contact/company database for 3,500+ prospects, email and calendar integrations with Microsoft 365
- 02
Xentral ERP Integration
Bidirectional sync: Pipedrive contacts/companies push to Xentral as addresses; Xentral quotes and orders sync back as Pipedrive deals with values and direct links
- 03
Initial Data Import
Comprehensive migration of 3,500+ companies, 2,700+ contacts, historical quotes and orders from Xentral to Pipedrive with field mapping and data cleaning
- 04
Automated Workflows
Deal creation triggers on new/updated Xentral quotes and orders; contact save action pushes to Xentral with ID tracking; on-site appointment scheduler with travel buffers
- 05
Lead Follow-up Automation
Web calculator leads tagged with `WN` label trigger 1-day delayed email and task assignment; customer reactivation sequences target ~2,700 inactive accounts with multi-step email campaigns
- 06
Contact Categorization
Label-based segmentation (`Absturzsicherheit`, `Customer`, `Warmlead`, `Lead`) enables targeted outreach; complex Pipedrive filters support English and German campaign versions
- 07
Microsoft 365 Integration
Two-way calendar sync, Teams integration for activity logging, automated scheduling with Calendly-style booking link
- 08
Make.com Automation
Multi-scenario orchestration for Xentral-Pipedrive sync, lead routing, and email campaign delivery