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CRM Project

Derek Rose · Automatic Imports

Derek Rose is a UK luxury fashion brand specializing in high-end apparel and accessories. Metawork built a comprehensive Pipedrive-based CRM and order management system including automated image collection by style code, inventory import orchestration, and ongoing support with advanced features like customer lifecycle tracking and AI-powered scoring.

Duration 3 months
Tasks 62

What was built

Automatic Imports is Derek Rose's largest and most complex project: a sophisticated multi-scenario inventory import system that processes product catalog data from upstream sources and syncs it into Pipedrive as deals and custom objects. The system uses a queue-based architecture to handle high-volume data processing without overwhelming the Pipedrive API, with detailed field mapping, transformation logic, and deduplication to ensure data quality.

The architecture includes multiple specialized scenarios: data ingestion and queue staging, CSV data transformation with formula-driven field mapping (handling enum values, date conversions, conditional logic), order processing with customer number matching (exact and fuzzy), and duplicate detection/resolution. The system exports processed data to CSV for verification, implements break recovery workflows, and includes comprehensive testing and validation steps before production deployment.

The project required extensive requirements gathering, multiple iterations of the core logic, and ongoing enhancements as Derek Rose's product catalog and import requirements evolved. The queue system prevents API rate limiting, the CSV export provides transparency, and the deduplication logic prevents duplicate orders from multiple import sources.

Project stats: 62 tasks, 15+ meetings with client, multiple frozen/unfrozen cycles, ~188h

Recently touched

  • 2025-03-18 [M03] Support Done
  • 2025-03-13 Update Order Deals in pipedrive Done
  • 2025-03-11 Barny Edis - Work Session Done
  • 2025-03-06 Organization update search criteria - DRAI-2 Done
  • 2025-03-06 Review 2 - DRAI-2 Done

Other projects in this case study

  • Ongoing Support

    Ongoing Support covers the continuous operation and evolution of Derek Rose's Make.com automation stack from 2024 through present. The work spans three main areas: regular break recovery on the…

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  • JotForm + AI Agent

    We ran a scoped evaluation of JotForm's built-in AI agent feature to determine whether it could replace or reduce manual data collation work inside Derek Rose's existing Pipedrive and Make.com stack.

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  • Image Automation

    The Image Automation project automated Derek Rose's product image collection workflow by style code. The system retrieves product identifiers from Pipedrive deals, searches Microsoft…

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  • Pipedrive Onboarding

    GoogleSpreadsheet - Logins + Data Mapping

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