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

21 months

Derek Rose

Derek Rose is a UK luxury fashion brand specializing in high-end apparel and accessories. Metawork built a comprehensive Pipedrive-based CRM and order…

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Embark Law

Embark Law is a Swiss law firm for whom Metawork built a fully automated client mandate and billing system connecting three platforms: Pipedrive (CRM),…

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What clients say

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.”

“It quickly became obvious that while metawork.studio could take care of building out the digital systems, their experience in understanding and developing better workflows is what we needed. 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. Nikolai will take the time to understand your workflow needs before commencing the project. You may want to rush into it and get things going… but this will save you a lot of time in the long run”

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

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