Merlin Digital Solutions | Follow-ups from the call · Pipedrive Optimierung

What was built

A working Pipedrive account reshaped around how the agency actually sells, with the call recording doing the work that a salesperson otherwise does from memory afterwards.

Area	Description
Call to CRM	Fireflies recaps attached to the deal, or creating a lead when there is no deal yet
AI follow-up	The follow-up email drafted from the call notes with the right references and attachments, so what goes out is written from what was said
Native automations	Stage triggers and notifications, no-show handling, and the qualified-but-cannot-book case, built natively rather than in Make where possible
Telephony	A CloudTalk tag set during the call creating the Pipedrive deal directly
Upsell handling	Upsell and new-sell deals spun off the original through a product multi-select instead of being retyped
Data quality	Phone numbers normalised to E.164 with a full export and re-import; Anrede, Rolle and lost reasons standardised
Projects	Historical won deals imported as projects, deal value synced to the linked project, helper workflows driving the project lifecycle
Reporting	An SDR statistics dashboard on top of the cleaned data

A nearby-customers view was solved pragmatically: a custom Google My Maps link now, geocoding and radius search later, rather than building the harder version first.

Tech stack

Technology	Role
Pipedrive	CRM, deals, projects, native automations, dashboards
Make.com	Fireflies recaps, AI follow-ups, deal-to-project sync
CloudTalk	Telephony, with call tags driving deal creation
Fireflies	Call recording and notes

Project stats: 65 tasks, ~36h over 4 months.