How Cloudify Optimised Talents-Unlimited’s Processes with Pipedrive and e-conomic Integration

Project Overview

Talents Unlimited, a prestigious testing house offering psychometric tests for businesses and public sector organisations, approached Cloudify seeking improvements in their existing workflow. The key applications involved in their process included Pipedrive, a CRM tool, and e-conomic, accounting software for managing invoices. In a strategic initiative aimed at optimising and streamlining operations, Talents-Unlimited recognised the necessity of leveraging modern automation tools. With Cloudify's expertise, the company embarked on a path to enhance its business processes through integration of Pipedrive and e-conomic.

The Challenge

What did Talents Unlimited needed help with?

Talents Unlimited was facing inefficiencies in their invoicing process. Upon winning a deal in Pipedrive, they were manually transferring data to e-conomic to create a draft invoice. This manual process was time-consuming and prone to errors. The challenge was to automate the process of creating draft invoices in e-conomic whenever a deal was won in Pipedrive.

The Solution

How did we approach it?

Leveraging our expertise in process consultancy at Cloudify, we crafted an automation workflow for Talents Unlimited. The workflow triggers when deal details from Pipedrive come to a specific endpoint, which checks the deal's status and timestamps. If the deal is won and the timestamps match the conditions, the data is passed to our main workflow.

The solution worked by gathering deal specifics from Pipedrive, which was integrated with Lighthouse, a process monitoring tool developed by Cloudify. Using the information we gathered, we searched for contacts and products. If they were not found in e-conomic, we created one. The workflow concluded by creating a draft invoice in e-conomic using these details.

This way, every successful deal in Pipedrive triggered the creation of a draft invoice in e-conomic, bridging the gap between sales and finance without the need for manual intervention.

Automations delivered - SaaS apps that helped Talents Unlimited grow:

• Pipedrive: Pipedrive's major contribution to this automation was its ability to effectively manage sales leads.
• e-conomic: The accounting app was integrated to generate invoices and automate invoicing.

The Results

Our solution dramatically improved the efficiency and accuracy of Talents Unlimited's invoicing process. Cloudify played an instrumental role in integrating e-conomic and Pipedrive for Talents-Unlimited. This enabled an automated flow of data between the two apps. The integration meant that every time a new deal was won in Pipedrive, tasks such as creating a new customer, product, or invoice in e-conomic were automatically initiated.

This integration benefited Talents-Unlimited in several ways:

• Efficient Customer Relationship Management: With Pipedrive's data synchronisation with e-conomic, the process of managing customer relationships were enhanced.
• Streamlined Accounting: e-conomic enabled faster bank reconciliation and effective management of financial data.
• Automation of Invoices: The finance team was able to approve invoices within the accounting app, further automating the process.

The automated workflow has eliminated the need for manual data entry, thereby reducing human errors and freeing up valuable time for the staff. The streamlined workflow has also improved the speed and accuracy of invoice generation, enhancing the financial management and overall productivity of Talents Unlimited.