Case Study - Real-time CRM sync that saved 15 hours per week
A healthcare company manually updating Pipedrive leads into Missive, wasting 15 hours weekly. We built a real-time sync that eliminated all manual data entry.
- Client
- Healthcare Company
- Year
- Service
- CRM Integration, Workflow Automation, Data Syncing
Overview
A healthcare company using Pipedrive for sales management and Missive for team communication was stuck in a frustrating loop. Every single time a new lead came in or a deal stage changed in Pipedrive, someone had to manually open Missive, find (or create) the contact, copy data from Pipedrive, reformat it to match their internal structure, paste it into Missive, and verify everything was correct. This happened 30-50 times per week. The process took 15+ hours of staff time that should have been spent on patient care, not copy-pasting between systems. The manual work also introduced errors. A typo in an email address or phone number meant missed follow-ups. Delays in updating meant team members working with outdated information. We built an automation that makes this entire process invisible. The moment something changes in Pipedrive, it updates in Missive automatically—formatted correctly, error-free, in real-time.
What we did
- n8n Workflows
- Pipedrive API Integration
- Missive API Integration
- Real-time Webhooks
- Data Formatting
- Saved per week
- 15 hours
- Instant updates
- Real-time
- Data accuracy
- 100%