Strictly Necessary

Required for the website to function. Cannot be disabled.

Always active

Analytics

Help us understand how visitors use the site so we can improve it.

Marketing

Used to deliver relevant ads and track their effectiveness.

← Tim von Loh (TVL)
CRMAutomation Project Automotive & Leasing

Tim von Loh (TVL) · Pipedrive Setup

This project brings vehicle enquiries, subscriptions and billing together in Pipedrive. Forms create sales records automatically, while Stripe handles recurring payments and invoices as the sale progresses.

Duration 8 months
Tasks 156
Meetings 1

This project brings vehicle enquiries, subscriptions and billing together in Pipedrive. Forms create sales records automatically, while Stripe handles recurring payments and invoices as the sale progresses.

What was built

  • Set up customer records, sales stages and automatic follow up steps.
  • Send JotForm and Wix enquiries into Pipedrive.
  • Add Calendly bookings and customer details to sales records.
  • Create Stripe subscriptions with card or direct debit payments.
  • Handle invoices, payment reminders, cancellations and credit note emails.
  • Prepare vehicle delivery requests and the related invoices from Pipedrive.

Recently touched

  • 2025-01-16 [M12] Support Done
  • 2025-01-09 Subscription cancellation Done
  • 2024-12-27 Car deals: block on home + extra page Done
  • 2024-12-09 Single Car Page Done
  • 2024-12-06 [M11] Support Done

Other projects in this case study

  • Sales and Subscription Support

    This project keeps vehicle enquiries, subscriptions and billing working as the business changes. It adds service packages and sales sources while maintaining the everyday payment and delivery steps.

    Read case study
  • Webportal

    The separate customer portal was started to present vehicles and service packages in WordPress. Development is paused and the portal is not publicly live; the Wix website remains the active customer…

    Read case study
  • Marketing Website

    The website helps customers find a vehicle and send an enquiry with the right details attached. Forms and booked calls create or update Pipedrive records automatically so the sales team can follow up.

    Read case study
  • Offer Page

    The offer page lets customers choose vehicle packages and see the total update as they make selections. Their chosen options pass into the enquiry form so the team can prepare the right offer.

    Read case study

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