Agency
How to Synch Contacts Between CRM Systems
Let us introduce you to Funnellab — a company that offers innovative solutions to improve the sales and recruitment process of companies.
Let us introduce you to Funnellab — a company that offers innovative solutions to improve the sales and recruitment process of companies.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Developed with a team of highly qualified and experienced marketing experts Funnellab digital strategies to streamline acquisition and recruitment. Their main goal is to optimize the sales process by helping companies pre-qualify their prospects.
They contacted Wemakeitfutureto find a solution for your data management and make it easier. In this case study, we'll present an automation process that helped Funnellab.
Funnellab GmbH faced a problem that many companies are confronted with: data fragmentation. The customer used various tools such as sevDesk (billing app), Google Ads (advertising campaigns) and Pipedrive (CRM to track deals and customer information) to manage its data, but had trouble consolidating all that information in one place.
To solve this problem, our team implemented a solution where the data from all of these apps in Airtable, a cloud-based database management platform, were stored. This made it possible for Funnellab GmbH, to have all information in one place and to avoid manual work with Google Sheets.
We used Maketo automate the process of adding data from sevDesk, Google Ads, and Pipedrive to Airtable. In this way, new organizations and businesses could be automatically added to Airtable as soon as they were in Pipedrive were created. Invoices from sevDesk were also updated daily in Airtable, and the amount invested in active Google campaigns was added to Airtable once a month.
By using Airtable, Funnellab GmbH was able to streamline its data management processes and save time. All calculations, such as the return on investments, were carried out automatically in Airtable, making manual calculations superfluous. With this solution, Funnellab GmbH was able to concentrate on its core business and leave the tedious data management tasks to our team.
The scenario involves tracking and updating business information across various applications. It filters events based on whether they have a sevdesk ID or not, and only updates organizational events.
If there is at least one store, all information is synchronized. If the company name does not exist in sevDesk, the company is created in both sevDesk and Pipedrive. The company's information, such as address, Pipedrive ID, and sync date, is added and updated as needed.
When the company information, such as the name or address, is updated, the synchronization process is triggered and the information is updated in sevDesk.
The scenario runs whenever there is a new organizational event, including new deals, open deals, and organizational changes. This ensures that all company contact information is updated in sevDesk.
In summary, it can be said that the problem of data fragmentation was successfully solved by Funnellab GmbH by implementing Airtable. Our team delivered a solution that enabled the customer to consolidate their data and automate many of their data management processes, freeing up time and resources for more important business activities.
Take the next step to optimize your processes through automation. Contact Wemakefuture todayto find out more.
With our AI and automation solutions, we make your organization faster, more flexible and more powerful — and create measurable results along the entire supply chain.
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