Case study
From Pipedrive to monday CRM: thousands of records in 2 months
HD* ran its operation in monday and its CRM in Pipedrive. They asked us to rebuild the integration between the two, and we ended up moving the whole flow to monday CRM. Nobody moves deals by hand anymore, and their workload dropped 80%.
| Client | HD* (Human Design Doing) |
|---|---|
| Before | Operation in monday, CRM in Pipedrive |
| After | Operation and CRM in monday |
| Data migrated | Thousands of records |
| Duration | 2 months |
| Result | 80% lighter workload |
What was the problem?
HD*'s operation lived in monday and its sales in Pipedrive. An integration connected the two platforms, but it failed often.
Why migrate instead of rebuilding the integration?
HD* asked us to rebuild that integration. When we analyzed it, we saw that migrating the whole flow made more sense for them, in both time and investment. With everything in monday, they no longer depend on a connection between two platforms.
What was migrated?
Thousands of records across accounts, contacts, and deals, along with the CRM flow. The project took 2 months.
What changed for HD*?
- Nobody moves deals by hand.
- Many of their metrics are calculated automatically.
- They get a clearer view of their pipeline and the metrics they need.
- They have access to more tools on the monday platform.
What HD* says
Las notificaciones llegan bien, todo se registra y ya no tengo que andar persiguiendo a nadie para saber en qué va cada cosa. Argenis dejó el sistema adaptado a cómo trabajamos y nos siguió apoyando después de la entrega. A mí me ha funcionado, es una maravilla, yo estoy muy feliz.The notifications arrive properly, everything gets logged, and I no longer have to chase anyone to find out where things stand. Argenis adapted the system to how we work and kept supporting us after delivery. It has worked for me, it's wonderful, I'm very happy. (Translated from Spanish.)
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