Recently touched
- 2026-04-14 Update employee reports to use the `Verkäufer` field. Done
- 2026-04-06 Cash purchase logic update Done
- 2026-04-02 Resolving issues related to Joe’s request, fixing the scenario after it was overwritten, and addressing the client’s requirements. Done
- 2026-03-28 Fix Zustand(single option), set Bruttolistenpreis as the Price + question about mapping Done
- 2026-03-27 Add Notes to Deals on errors in Vermittlungsauftrag / Angebot scenario Done
What we built
189hours
200tasks
20Make scenarios
18 monthsduration
- 01
Lead Ingestion & Routing
Automated lead import from multiple sources (forms, DealerDesk, broker platforms); XML format conversion; lead deduplication and validation
- 02
Pipedrive Sync
Contact and company creation in Pipedrive; lead stage automation; broker brand and model attribution
- 03
AutoCRM Integration
Form submission handling; XML preparation for dealer portals; signature and email template management
- 04
Data Quality
Weekly monitoring of automation scenarios; error handling and break-fix workflows; data cleanup and validation
- 05
Scenario Maintenance
Ongoing Make.com scenario development and iteration; v2.1 lead importer updates; performance optimization
- 06
Portal Customization
Custom customer portal updates; form submission UX improvements; meeting booking logic refinement