Recently touched
- 2026-05-11 Fwd: Scheduling Open
- 2026-05-03 Update workflow automation in Pipedrive (new trigger functionality) Done
- 2026-04-30 Email Nikolai rep list w/ home addresses + coverage areas + fallback order — assigned to David (https://fathom.video/calls/651861771?timestamp=2307.806934999999) Open
- 2026-04-30 David Shrager / Nikolai Sokolov - Work Session Done
- 2026-03-10 Weekly billing report / change of arrangement Done
What we built
- 01
Lead Management
Call tracking integration with Kixie and CTM (call tracking provider). Incoming calls automatically create leads in Pipedrive with source attribution. Lead deduplication, auto-conversion to deals based on activity, and archiving of inactive leads.
- 02
Sales Automation
Automated workflows: auto-convert leads to deals on first call, schedule follow-up tasks, assign deal ownership based on consultation assignment, cadence management for lead nurturing, referral automation with submission forms and deal creation.
- 03
Data Integration
Real-time sync of call metrics from external call tracking into Pipedrive deals. Lead source tracking across email, phone, and referral channels. Product assignment automation based on custom fields.
- 04
Email & Communication
Gmail integration for email syncing, email notification system for deal updates, SMS forwarding setup, activity tracking with notes and task scheduling.
- 05
Analytics & Monitoring
Weekly scenario monitoring, activity dashboards, usage metrics, training materials for team on Activity list views and lead management.
- 06
Support & Optimization
Continuous refinement of automation logic, handling edge cases (lead sources, product mapping), user training sessions, weekly health checks of all Make.com scenarios.