Make + Data Sync

Make.com data sync & migrations

Data sync is easy until two systems update the same record in the same minute. We design sync pipelines that pick a winner deterministically: explicit conflict-resolution rules, timestamp tie-breakers, and audit logs for every write. If your ERP and CRM drift apart, we’ll find out why and fix it at the root.

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Open by default

Your AI, in your CRM. Without the SaaS-AI lock-in.

Your team already pays for Claude or ChatGPT. We build the agents and Make.com scenarios that let them operate your workflow directly. Custom MCPs for your stack, your IP, your infrastructure — we don’t host it, we don’t lock it down.

Two-way sync that doesn’t lie when systems disagree

Two-way sync design

Bi-directional sync between CRM, ERP, accounting, support, and custom systems — with conflict resolution built in.

One-time migrations

Moving from Salesforce to Pipedrive? HubSpot to CRM X? We map fields, clean data, preserve history, and validate end-to-end.

Data-quality pipelines

De-dupe, normalize, enrich, validate — all before data hits its destination system.

Audit trails

Every write logs what changed, when, and why — so when the accounting team asks "why did this invoice change?" you have an answer.

Historical backfills

Bring years of historical data into a new system cleanly, preserving relationships between records.

This service is part of what we offer — we’re expanding the page with detailed case studies and process walkthroughs soon. Until then, book a call and we’ll walk through your exact setup.

References

Related work

Stromeus · Energy Tariff Calculator

Energy & Utilities · DE

8 months · 203 tasks

Duration: 8 months
hours: 303
tasks: 203
meetings: 2

Pipedrive

Grist – Spreadsheet-Database PlatformPandaDoc

Make

Cloudflare

Customers compare electricity and gas plans by location and usage, while enquiries and supporting documents reach the sales team in Pipedrive.

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Kommunalverlag | Media sales in HubSpot · HubSpot Subscriptions

Media & Publishing · AT

7 months · 295 tasks

Duration: 7 months
hours: 234
tasks: 295
meetings: 43

HubSpot

BMD

mediaSuite

MobileForce

Make

HubSpot keeps advertising bookings, publication dates and available space together. Quotes, cancellations and invoice details follow the sales team’s selected action.

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Neuwagen Online GmbH · Vehicle Enquiry Automation

Automotive & Leasing · DE

18 months · 165 tasks

Duration: 18 months
hours: 228
tasks: 165

Pipedrive

Make

JotForm

This project saves incoming vehicle enquiries and prepares brokerage documents for the sales team. Documents can be generated when an enquiry arrives, reducing the details staff have to copy by hand.

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What clients say

We previously relied on individual staff to know what was going on with our customers. We now have a system that anybody can log on to, and understand exactly what has been done and what needs doing. The insight reports are simply amazing.

Es hat Spaß gemacht, mit Nikolai zu arbeiten. Das gesamte Setup, die Kommunikation und die Qualität waren genau das, was wir gesucht hatten. Ich kann ihn nur wärmstens empfehlen und werde auch an zukünftigen Projekten mit metawork.studio arbeiten.

Excellent work all around. Very professional and knowledgeable on integration of pipedrive, CallRail and JotForm.

Metawork is a great team to work with. Knowledgeable, patient, inquisitive and friendly.

The Metaworks team provided us with highly competent and satisfactory support during the transition from Salesforce to Pipedrive. From the intensive consulting and planning phase to the final implementation, we always felt well advised. “Teething problems” were resolved quickly in a relaxed yet professional manner.

“We were in a classic situation of partial digitization with isolated solutions. This made it difficult to see a coherent picture and develop a holistic marketing strategy. I appreciate the collaboration with Nikolai and his team. Especially small companies and startups like us, which are looking for flexible, frugal solutions have the right partner in metawork.studio to develop a lean setup meeting the requirements.”

Nikolai is a great expert at what he does. Fantastic advice and great communication.

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