PipedriveHow we built a custom communications preference centre for Pipedrive Campaigns, allowing contacts to manage which types of emails they receive without relying on a global unsubscribe.
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PipedriveHow we used Apollo to enrich Thousands of Pipedrive contacts, validate email changes, preserve historic CRM data, identify job moves and build cleaner lists for automated sales outreach.
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PipedriveHow we connected Barbour ABI with Pipedrive to automatically identify relevant construction projects, add companies and decision-makers, flag relevant materials and keep sales Leads continuously updated.
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PipedriveHow we designed a multi-channel AI assistant that could answer customer questions, continue conversations across webchat and WhatsApp, capture enquiries, and pass structured attribution and lead data into Pipedrive.
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Case studyA recent project building a multi-touch attribution tool that writes a prospect's full journey — ads, website visits, emails and sales activity — straight onto Pipedrive Person and Deal records.
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Case studyA recent AI integration project connecting Pipedrive with Claude via a custom MCP server, allowing CRM data to be queried in natural language.
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PipedriveHow we replaced a client's weekly manual reporting process with a hosted web app that pulls live data from Pipedrive and automatically emails the report every Friday.
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PipedriveHow we built a multi-tenant Pipedrive lead routing SaaS from scratch — real-time deal assignment with performance weighting, deal continuity, and multi-team separation.
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PipedriveHow we replaced an unreliable Make.com integration between Pipedrive and Invenias with a direct API build, keeping an executive search firm's CRM and search platform automatically in sync.
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Case studyBringing AI into a regulated sales process — agents, transcription and reporting that respect compliance from day one.
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Case studyApplying AI to the sales process — call transcription, lead scoring and AI-assisted outreach embedded in the CRM.
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Case studyHow we built a multi-channel outreach machine in Pipedrive, Zapier and ActiveCampaign for a fast-growing B2B services business.
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PipedriveHow we connected Glenigan with Pipedrive to automatically identify relevant construction projects across multiple sectors and regions, create populated CRM Leads, auto-assign them to the right sales rep, and keep project data continuously updated.
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Case studyHow we mapped and shipped onboarding, nurture and renewal journeys in ActiveCampaign for a B2B SaaS scale-up — tied back to Pipedrive.
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Case studyUK property investment specialist. Sales operations, Pipedrive structure and lead-to-deal automation tied to their marketing stack.
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Case studyCase study: how we moved Sing Out and Read's spreadsheet-driven lead management onto Pipedrive with deep automation across Zapier, WebForms and Google Sheets.
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Case studyHow we automated Hanlyn Property Maintenance's tenant scheduling process end-to-end across Facebook, Google Forms, Calendly, Zapier and Pipedrive — saving them an FTE.
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Case studyHow we implemented Pipedrive end-to-end for a Los Angeles fintech startup in 2 weeks — including data cleansing, timezone formulas, Kixie integration and Autopilot lead routing.
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