Recently touched
- 2026-09-09 Add breaks + search and map deal_id Done
- 2026-07-04 Investigate: install confirmation email sent to Rebecca Bodarky Done
- 2026-06-30 Installation Confirmation Email Issue Done
- 2026-02-25 Test updates for Update to referral campaign Done
- 2026-02-25 Sort out Lead Source situation 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.