Every web order in Pipedrive.

Flowbird connected WooCommerce to Pipedrive for a UK fume and dust extraction specialist, so every website order arrives in Pipedrive as a won deal, against the right company and contact. Web sales had been invisible to the sales team, because orders went from WooCommerce straight to Sage.

✦

Every orderArrives as a won Pipedrive deal

✦

MatchedTo an existing company and contact, or created

✦

Order numberCarried on every deal for Sage

✦

Their MakeThe integration runs in the client's own account

UK fume and dust extraction specialist
WooCommerce · Pipedrive · Sage, connected with Make

THE SOLUTION

A web order is a won deal the moment it is placed.

A WooCommerce webhook sends each new order to Make. Make finds the company in Pipedrive, then the contact, creating either if it is missing, and records the order as a won deal in its own Web Order stage.

✓Every WooCommerce order becomes a won Pipedrive deal

✓Companies and contacts matched before anything is created

✓The WooCommerce order number stored on every deal for the Sage integration

✓Order lines kept off deals until the product SKUs match

WooCommerceWeb orders

→

MakeIntegration

→

PipedriveSales

FROM WEB ORDER TO WON DEAL

Order placed→Company found→Contact found→Deal won→Web Order stage

KEY OUTCOMES

✦Web sales visible to sales

✦Repeat buyers matched

✦One order number end to end

✦Missed orders recovered

OUR APPROACH

1Clean

Merge the duplicate contacts, companies and deals in Pipedrive first, so web orders land on one record.

2Agree

Map each WooCommerce field with the client, and agree the order number with the developer of their Sage integration.

3Build

Connect the WooCommerce webhook to Pipedrive through Make, test it on live orders, then hand it over in the client's own Make account.

4Maintain

Upgrade it for Pipedrive's new API, and rebuild the webhook when a new website removed it, backfilling the missed orders.

THE RESULTS

✦VisibleWeb salesWebsite orders sit in Pipedrive beside the deals the sales team wins.

✦CleanCustomer recordsRepeat buyers are matched to the company and contact already there.

✦TraceableOrder numbersEach deal carries its WooCommerce order number, for the Sage integration to match on.

✦OwnedBy the clientThe integration runs in their own Make account, with Flowbird on hand to fix it.

THE LASTING VALUE

A sales team that sees every sale, online or not.

A Flowbird case study for a UK fume and dust extraction specialist whose name is not published.

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