Sound familiar?
What sales teams on Pipedrive tell us before a project starts.
- Leads from forms and ads land in a sheet and someone adds them to Pipedrive.
- Our other CRM and Pipedrive disagree about who a customer is.
- Deals go stale because nobody is reminded to follow up.
- When a deal is won, invoicing and onboarding start with a manual message.
- I cannot trust the pipeline report because fields are filled in differently by each rep.
What we build
Each one is a working piece you can open and check when it's done.
Leads captured and assigned
Form, ad and chat leads created as people and deals in Pipedrive, de-duplicated, and assigned to the right rep by your rules.
CRM setup and lead pipelines API integrations and data syncTwo-way sync with another system
Fields mapped carefully between Pipedrive and your existing CRM or app, with conflict rules and a log of what changed.
API integrations and data sync QuickBooks, Xero and HubSpot integrationsFollow-up that does not slip
Reminders and email sequences for quiet deals, which stop when the contact replies or the deal moves.
n8n, Make and Zapier automationWon deal to invoice and onboarding
A won deal creates the invoice in your accounting tool and starts the onboarding tasks, with the details filled in from the deal.
QuickBooks, Xero and HubSpot integrations n8n, Make and Zapier automationGmail and calendar tidied up
Email threads and meetings linked to the right deal, so history is in one place.
n8n, Make and Zapier automationPipeline reporting
Pipeline by stage, rep and source, with conversion and ageing, on a page the team checks weekly.
Dashboards and reportingWhat we connect it to: Gmail, Google Sheets, QuickBooks, Xero, Slack, Zapier, Make.
Industries that use it: Real estate, SaaS startups, Marketing agencies, Recruiting.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Gmail and Pipedrive working together
Example: a small sales team wants incoming enquiry emails turned into people and deals, replies logged on the deal, and a reminder when a thread goes quiet.
Gmail, Pipedrive API, scheduled jobExample project
Existing CRM synced with Pipedrive
Example: a company keeps customer records in its own CRM and wants deals in Pipedrive to match, with fields mapped and conflicts settled by a clear rule.
Pipedrive API, custom CRM, webhooksExample project
Won deal paperwork
Example: when a deal is marked won, an invoice is drafted in the accounting tool and the delivery team gets a task with the deal details.
Pipedrive, Xero or QuickBooks, MakeQuestions people ask first
Does Pipedrive have an API?
Yes. Pipedrive offers an API and webhooks, and it connects with tools such as Zapier and Make. We choose the route that suits the job.
Do we have to move off our other CRM?
No. We can connect the two, or help you move over if you want that, and the choice is yours.
Will our reps need training?
Only on what changes for them, which is usually less typing. We write a short note for the team.
How do we start?
Tell us where leads come from and what happens after a deal is won. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com