South Florida Doors and Closets · Ongoing Support

Continuous improvement, automation development, and optimization of SFDC's Pipedrive-based sales ecosystem connecting call tracking, lead management, and revenue operations.

Data Mapping Spreadsheet

What was built

A complete sales automation ecosystem that handles SFDC's entire lead-to-deal journey:

Call Tracking Integration: Kixie and CTM call tracking systems feed incoming calls directly to Pipedrive. Each call creates a new lead with source attribution (phone, email, referral, or other channel). The system detects which call is the first from each person and auto-converts them to a deal.

Lead Management Automations: Leads with no activity for a certain period auto-archive to keep the pipeline clean. Lead source tracking across all channels (email, phone, referrals) gets attached to deals. The system prevents duplicate leads and consolidates data from multiple touchpoints.

Deal Workflows: On deal creation, the system automatically assigns ownership based on which consultant handled the initial consultation. Products get assigned based on custom intake form fields. A cadence automation schedules follow-up tasks at the right intervals.

Referral Engine: New referral submissions via forms automatically create new leads and deals in the pipeline. Lead source = "Referral" with the referrer's name stored for tracking and credit.

Communication Setup: Gmail integration syncs emails with deals and contacts. Email notifications alert the team to deal updates. SMS forwarding sends critical alerts via text. Activity tracking captures all interactions in task notes.

Weekly Operations: The team reviews scenario health every week, runs full end-to-end tests with production data, monitors for warnings in Make.com, and adjusts logic based on new business requirements. Custom shortcuts and quick actions streamline common tasks (reschedule, measure, etc.).