Key Results achieved
The Challenge
Why TED IVS made the transition into the automation arena?
Tromle previously wasted hours generating client data and preparing individual agreements for the clients. Plus, manually doing this was not very scalable and had scope for errors.
Thus, Tromle needed help syncing Pipedrive with Previsto so that every deal they get in Pipedrive automatically generates an updated agreement in Previsto. At the same time, check the latest emails in Pipedrive deals by creating a zap for it.
What did TED IVS needed help with?
- Automatically adding deals in Pipedrive from Wordpress form and Facebook to Pipedrive.
- Automatic agreement creation in Previsto for every new deal created in Pipedrive.
- Check all the latest emails linked to Pipedrive deals.
The Solution
How did we approach it?
- Once the automation was set up, new form submissions on Wordpress and Facebook created a new deal in Pipedrive automatically.
- For every new deal created in the Pipedrive, a customer was created in the Previsto followed by the automatic creation of an agreement.
- Whenever the client wants to create an agreement he can toggle the custom field in Pipedrive, and an agreement will be created and its id will be added to the Pipedrive deal.
- Whenever any new email was linked to the deal, it was automatically updated in the Pipedrive deals.
- A zap set up was done in Zapier to check for the latest mail messages in Pipedrive deals. If there were any unread mails, the mail message info was posted to autocode.
Automations delivered - SaaS apps that helped TED IVS grow:
Pipedrive - Once the automation was set up, new form submissions on Wordpress and Facebook created a new deal in Pipedrive automatically.
Previsto - Cloudify has the expertise for creating custom workflows of agreement updates.
Why Cloudify became the best fit for TED IVS?
Partnerships: Elite Partner of Pipedrive. Acquires expertise in Previsto and are known Zapier experts.
Automation experts: Unique team of automation experts who not only help implement apps but also integrate and make the related automation.
Your ultimate process consultants - Cloudify helps businesses grow as a whole, manage their processes better, boost sales and increase revenue with smarter workflows and intelligent processes.
Our offerings: Digital analysis, SaaS implementation, and Automation
Marketplace by Cloudify: We have our own Marketplace with listed apps with predefined workflows.
Customisations: We offer customised solutions for simple and complex business automation that best fits your business needs.
Lighthouse by Cloudify: Your process monitoring tool and a unified platform that gives you a bird's eye view of the whole automation process.
About TED IVS
Tromle is a lawn maintenance solutions business based in Denmark. They offer services like the drumming of lawns and filling holes in the lawns.
Headquarters
Denmark
Industry
Heavy duty machinery service
Complexity
High or Advanced
Products and services
Lawn rollers, robotic lawn mowers, Tractose, landscape gardening
Website: https://tromle.dk/
