Every sale credited to the right person.

Orders arrived through Linnworks, calls through Aircall and emails through Help Scout, but Pipedrive could not see who had last spoken to a customer. Flowbird connected all three to Pipedrive.

✦

3 systemsOrders, calls and email into Pipedrive

✦

Last contactBecomes the deal owner

✦

Web ordersGiven their own pipeline

✦

FairCommission allocation

UK hi-fi retailer
Pipedrive · Linnworks · Aircall · Help Scout, connected with Make

THE SOLUTION

The last person to speak to the customer owns the sale.

Every call, email and order is matched to a Pipedrive contact, or creates one. The last salesperson to make contact becomes the owner of the customer and their deals, and orders with no sales contact go to a separate pipeline.

✓Linnworks orders, mainly from Amazon, brought into Pipedrive

✓Aircall calls and Help Scout emails matched to the right contact

✓Ownership moves to the last salesperson in contact

✓Unassisted web orders kept in their own pipeline

LinnworksOnline orders

→

MakeIntegration

→

PipedriveSales

FROM CONTACT TO CREDITED SALE

Call or email→Contact matched→Owner updated→Order in→Deal credited

KEY OUTCOMES

✦Accurate commission

✦Sales and marketing revenue split

✦Last contact tracked

✦Web orders visible

OUR APPROACH

1Define

Agree the rule: the last salesperson to contact a customer owns the customer and their deals.

2Connect

Bring Linnworks, Aircall and Help Scout into Pipedrive through Make.

3Match

Find each contact in Pipedrive or create one, so every interaction lands in one place.

4Separate

Route orders with no sales contact into a pipeline of their own.

THE RESULTS

✦AccurateCommissionEach sale is credited to the salesperson who earned it.

✦ClearRevenue sourcesSales-led and marketing-led revenue are reported apart.

✦TrackedLast contactEvery customer shows who spoke to them last, by phone or email.

✦VisibleWeb ordersOnline orders with no sales input have their own pipeline.

THE LASTING VALUE

A sales team paid fairly, and a clear view of where revenue comes from.

A Flowbird case study for a UK hi-fi retailer whose name is not published.

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