Pipedrive CRM Setup & Automated Lead Outreach for Consulting Firm

PraxisMachen, a medical practice consultancy, needed to reach doctors as potential clients but had no automated outreach system. Manual lead qualification was inefficient and time-consuming. Metawork built a Brevo-powered multi-channel outreach pipeline integrated with Pipedrive — capturing opt-in leads, auto-syncing to CRM, and laying the foundation for AI-assisted outreach campaigns at scale.

Challenges

Medical practice consultancy needed to reach potential clients (doctors)

No automated outreach system was in place

Manual lead qualification was inefficient

Goals

Build Brevo-powered multi-channel outreach system

Integrate Brevo with Pipedrive for lead flow

Qualify leads in Pipedrive and enable semi-automated outreach

Results

Lead capture pipeline live with Brevo opt-in integration

Leads auto-sync to Pipedrive

Foundation for AI-assisted outreach campaigns established

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