TED IVS, a lawn maintenance solutions business in Denmark, was facing a time-consuming and error-prone process of generating client data and creating individual agreements for each client. Additionally, they were manually adding deals from their WordPress form and Facebook to Pipedrive. These manual processes were not scalable and resulted in wasted time and resources.
What did TED IVS needed help with?
TED IVS needed help with syncing Pipedrive with Previsto so that every deal they get in Pipedrive would automatically generate an updated agreement in Previsto. At the same time, check the latest emails in Pipedrive deals by creating a zap for it.
Here are the details:
- 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.
How did we approach it? Cloudify implemented an automation solution that synced TED IVS's Pipedrive account with Previsto, allowing for automatic agreement creation in Previsto for every new deal created in Pipedrive. Additionally, Cloudify created a Zap that checked the latest emails in Pipedrive deals, making it easier for TED IVS to stay on top of their communication with clients. To further streamline TED IVS's workflow, Cloudify automated the process of adding all inbound leads from their WordPress form and Facebook to Pipedrive. This eliminated the need for manual data entry and reduced the potential for errors.
Here are the workflow details:
Create Deal: A Zap was set up that fetched the form responses and posted it to the workflow start point and triggered the flow. When a new form was submitted on the WordPress website, a new deal was automatically created in Pipedrive. This was achieved by finding or creating the customer in Pipedrive and instantiating a new deal.
Facebook Leads: We did set up a Zap that got updated whenever there was a new lead in Facebook and the flow was triggered. Then a new deal was automatically created in Pipedrive. This was achieved by finding or creating the customer in Pipedrive and instantiating a new deal.
Create Agreement: When a new deal was created in Pipedrive, an agreement was automatically created in Previsto. This was achieved by finding or creating the customer in Previsto and creating a new agreement. If there were changes in Previsto custom fields, we triggered the update Previsto flow. If the mail messages count changed, we triggered the Send SMS flow.
Update Previsto: When a deal in Pipedrive was updated, the corresponding agreement in Previsto was automatically updated and the Previsto contact associated with the agreement was also updated. This is achieved by finding or creating the customer in Previsto and making the appropriate changes in the already drafted agreement.
Send SMS: When an email associated with a Pipedrive deal is not read by the associated person, an SMS is automatically sent to them through Twilio. This is achieved by sending an SMS to the associated person through Twilio.
Automations delivered - SaaS apps that helped TED IVS grow:
- Pipedrive – Pipedrive was the integration platform available along with all required triggers and actions. Plus, it’s easy to use and monitor.
- Previsto – Cloudify has the expertise for creating custom workflows of agreement updates.
- Facebook - By using Facebook as a platform to generate leads, Tromle can expand their reach and target specific demographics with tailored content.
- WordPress - The ability to create forms on Tromle's WordPress website enables them to capture valuable customer information.
- Twilio - Twilio's SMS integration allows Tromle to communicate with their customers through a convenient and widely-used channel.
Cloudify's solution provided an end-to-end solution for TED IVS that streamlined their processes and made their business more efficient. By automating their workflow, TED IVS was able to save time and resources while also reducing the potential for errors. The automated processes implemented by Cloudify allowed TED IVS to focus on delivering exceptional lawn maintenance solutions to their clients while leaving administrative tasks to automation.
Why Cloudify become the perfect choice for TED IVS?
Let’s explore the reasons:
- Strong Partnerships: We are Elite Partners of Pipedrive and acquired expertise in Previsto and are known Zapier experts. TED IVS needed a solution that could automate their workflow and make their business more efficient. We were the perfect fit to provide an end-to-end solution for TED IVS.
- Automation Experts: Our team comprises skilled automation experts who go beyond app implementation. We excel in integrating systems and orchestrating related automation processes. This expertise ensures a comprehensive approach to streamlining operations and maximizing efficiency.
- Process Consultants: At Cloudify, we are more than just an automation provider. We serve as your trusted process consultants, guiding businesses towards holistic growth. By leveraging smarter workflows and intelligent processes, we help optimise operations, enhance sales performance, and drive revenue growth.
- Diverse Offerings: Our range of offerings includes digital analysis, SaaS implementation, and automation solutions. This comprehensive suite of services enables us to address various aspects of your business requirements and support your growth journey effectively.
- Marketplace by Cloudify: As part of our commitment to delivering value, we have curated our own marketplace featuring a wide range of apps with predefined workflows. This marketplace serves as a valuable resource for businesses seeking ready-to-use solutions and accelerating their automation initiatives.
- Customisation Capabilities: We understand that every business is unique, and their automation needs may vary. Cloudify excels in providing customised solutions tailored to fit both simple and complex automation requirements. Our ability to adapt to your specific needs ensures that you receive an automation solution that perfectly aligns with your business goals.
About TED IVS
Heavy duty machinery service
Products and services
Lawn rollers, robotic lawn mowers, tractose, landscape gardening