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CARRY Products

CARRY Products is a subscription-based product company selling beverage containers and lifestyle accessories. Metawork completed their Pipedrive migration from Freshsales, full onboarding across all teams, and continues with light ongoing support.

Duration 7 months
Tasks 51
Meetings 3
Looms 10
Scenarios 4

Recently touched

  • 2026-04-21 Webhook-Anfrage failed Open
  • 2026-04-17 Impromptu Google Meet Meeting Done
  • 2026-04-14 Catchup Done
  • 2026-04-01 [Breaks] [P][v2] On Google File(Long Company Names) - Upload Google File(Short Names) Done
  • 2026-03-16 Missing retail data in Pipedrive (forwarded) Done

What we built

44hours
51tasks
4Make scenarios
7 monthsduration
  1. 01

    Pipedrive Migration

    Classic → Suite migration from Freshsales with data mapping, field restoration, custom property setup

  2. 02

    Onboarding

    8-part team onboarding covering sequences, workflows, permissions, products, dashboards, SmartDocs, and activities

  3. 03

    Data Integration

    Freshdesk sync, trade show lead imports, Apollo integration, Klaviyo export automation

  4. 04

    Automation

    Make.com scenarios for deal data export to Google Sheets, won deal processing, contact synchronization

  5. 05

    Team Training

    Recorded Loom videos, live onboarding sessions, ongoing support for product configuration

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CARRY Products

Projects

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  • Pipedrive Migration und Onboarding

    CARRY's Pipedrive migration from Freshsales was a comprehensive multi-phase project covering CRM platform migration, complete team onboarding, and automation setup. The work included…

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