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← RoofTech
CRMAutomation Project Construction & Solar

RoofTech · CRM Onboarding

RoofTech’s sales team can follow quotes and orders in Pipedrive. Customer details pass to Xentral automatically, while quotes and orders return to Pipedrive.

Duration 12 weeks
Tasks 19
Meetings 14

RoofTech’s sales team can follow quotes and orders in Pipedrive. Customer details pass to Xentral automatically, while quotes and orders return to Pipedrive.

What was built

  • Bring existing customers, contacts, quotes and orders into Pipedrive.
  • Save Pipedrive contacts and companies as Xentral addresses.
  • Update Pipedrive deals from Xentral quotes and orders.
  • Send a follow up email and create a task for web calculator enquiries.
  • Prepare email sequences for inactive customers.
  • Connect email, calendars and appointment booking.

Recently touched

  • 2026-04-15 Create Make AI agent: sales assistant Done
  • 2026-04-15 Create Make AI agent: summarizer Done
  • 2026-03-15 Xentral sync Done
  • 2026-03-15 Xentral Sync 2: Save new / updated offers and orders from Xentral to Pipedrive Done
  • 2026-02-20 Initial import: comprehensive data export from Xentral, including all fields, contact names, and a unique ID. Done

Other projects in this case study

  • RoofTech Sales Support

    This project groups ongoing support for RoofTech. The available record contains shared project references, but does not describe completed support changes.

    Read case study

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