At a glance
Industry
Yacht brokerage
Connected
WordPress, inbound email, Pipedrive
Replaced
Eleven Zapier zaps and a shared spreadsheet
Timeline
Three weeks from scoping to launch
The situation
Describe where the client started. Which inquiries were arriving, where they were arriving, and what the team was doing by hand to get them into Pipedrive. Two or three paragraphs is plenty.
What we built
Explain the integration in plain language: what listens, what it creates in Pipedrive, and how duplicates, assignment and edge cases are handled.
- Inbound listing emails parsed into person, organization and deal
- Website forms mapped to the same pipeline with source tracking
- Duplicate matching by email and phone before anything is created
- A log the team can search when someone asks “did that come through?”
The result
What changed for the team. Use one concrete number if you have one, a sentence from the client if you have that, and say what the care plan covers now.
“A sentence from the client goes here.”
Name, title, company