Every order, from request to payment, visible in one pipeline.

Orders were handled across JotForm, Gmail, Google Sheets, Trello, Xero and Stripe, so nobody could easily see where a request stood. Flowbird put Pipedrive at the centre and connected the rest to it.

✦

6 toolsBrought into one connected process

✦

1 pipelineFrom request to payment

✦

AutomaticDeal stages follow invoices and payments

✦

1 folderPer deal, created for its files

UK personal-care manufacturer
Pipedrive · Xero · Quotient · Google Drive, connected with Make

THE SOLUTION

Pipedrive first, then everything connected to it.

The work came in three parts: a core Pipedrive implementation, connected workflows built in Make, and a custom form to replace JotForm. Each request now creates a deal, and quotes, invoices and payments update it as they happen.

✓A form submission creates the deal in a To be Quoted stage

✓A Google Drive folder per deal, holding its attachments

✓Quotes from Quotient linked to the deal

✓Xero invoices and payments move the deal on automatically

FormRequest in

→

PipedriveOne pipeline

→

XeroInvoice and payment

FROM REQUEST TO PAYMENT

Form→Pipedrive deal→Drive folder→Quotient quote→Xero invoice→Paid

KEY OUTCOMES

✦One view of each order

✦Fewer manual checks

✦Confidential data held once

✦Tested end to end

OUR APPROACH

1Map

Trace each request through the six tools it touched, and the checks people made by hand.

2Implement

Set up Pipedrive as the structure every other system connects into.

3Connect

Build Make workflows for forms, Google Drive, Quotient quotes, Xero invoices and payments.

4Test

Run the whole flow end to end, from form submission to payment, before go-live.

THE RESULTS

✦One viewOrder statusThe wider team can see where any request stands without asking.

✦FewerManual stepsInvoicing and payment confirmation no longer depend on someone updating each system.

✦OnceConfidential dataSensitive details are held in fewer places, which makes them easier to control.

✦CompleteEngagement deliveredImplemented, connected and tested end to end.

THE LASTING VALUE

A growing order book run from one connected pipeline.

A Flowbird case study for a UK personal-care manufacturer whose name is not published.

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