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  5. Pipedrive & Harvest: Automate lead creation and contact mapping

Optimize your customer administration with Pipedrive and Harvest

Our solution for creating a new customer and associating contacts in Harvest with data from a new deal in Pipedrive is designed to automate and streamline your workflows. By integrating these two systems, you can free up time and resources that would otherwise be spent on manual tasks. When an agreement is updated in Pipedrive and meets certain criteria, a new customer is automatically created in Harvest with the relevant credits. The persons from the agreement are then identified, and new contacts are created and assigned to the newly created customer. This reduces the risk of errors and ensures that all information is correct and up to date.
Integrate Pipedrive CRM with Make.com to optimize workflows and automate sales processes efficiently.
Automate time recording and invoicing with Harvest integration. Improve your workflows by connecting to popular tools via Make.
Graphic element from Flows Systems, specialists in Make.com solutions in accounting, ERP, webshop, warehouse, WMS, POS, marketing, subscription, file integration, AI and document management.
Graphic element from Flows Systems, specialists in Make.com solutions in accounting, ERP, webshop, warehouse, WMS, POS, marketing, subscription, file integration, AI and document management.
Graphic element from Flows Systems, specialists in Make.com solutions in accounting, ERP, webshop, warehouse, WMS, POS, marketing, subscription, file integration, AI and document management.
Graphic element from Flows Systems, specialists in Make.com solutions in accounting, ERP, webshop, warehouse, WMS, POS, marketing, subscription, file integration, AI and document management.

The benefits of automating customer creation and contact mapping

Automating customer creation and contact matching has several significant benefits for your business. Firstly, it saves time and resources, which can be used on more value-creating tasks. By automating these processes, the risk of errors is also reduced, as everything is handled by the system. This ensures that all information is correct and consistent, improving the quality of your customer administration.

Time-saving and increased efficiency

Automating customer creation and contact mapping frees up significant time that would otherwise be spent on manual tasks. This allows you to focus on other important business matters that can drive your business forward. With automated processes, you can also ensure that all tasks are carried out at the right time, without having to worry about something being forgotten or delayed.

Reduction of errors and improved quality

Manual processes are often prone to errors, which can have negative consequences for your business. By automating customer creation and contact assignment, the risk of errors is significantly reduced. The system ensures that all information is correct and consistent, which improves the quality of your customer administration and gives you a more reliable basis for your business decisions.

Improved communication and collaboration

Automating customer creation and contact assignment can also improve communication and collaboration between employees and departments. By ensuring that all information is up-to-date and correct, you can avoid misunderstandings and errors that can occur with manual processes. This contributes to a more efficient and harmonious workflow throughout the organization.
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Template solution – ready to use

Templates make it easy for you to integrate with thousands of systems and automate your tasks. Whether you want to synchronize data, send messages or something else entirely, the solutions are designed to streamline your processes and suit your needs.

At Flows Systems, we offer to help you set up your solution and offer to handle the operation of the solution in our Make Enterprise platform. If you prefer to be responsible for the setup yourself, that is of course also an option. But with our help, you get rid of the technical stuff completely, so you can focus on what really matters to you and your business.

The solution is flexible and can be adapted to your needs, regardless of whether you choose to handle it yourself or let us handle it. We're here to make sure you get the most out of your Make template solution - and we're always ready to step in if you want.

Give your business a boost with a solution that makes your everyday life easier and more efficient - on your terms.

  • Setup and hosting of solutions on our Make Enterprise platform
  • Automation of work processes for increased efficiency
  • Purchase of extra functionality adapted to your wishes
  • Focus on the core business while we handle the technical stuff
  • Integrate with more than 2.000 systems through Make.com
  • Support via email, chat and online meetings included
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We set up the solution for you and can host it in our Managed Make Enterprise solution, so you don't have to worry about a thing.

The solution is flexible and can be adapted to your wishes and needs, so that you get exactly the solution that suits your company.

Terms and process for setup

Your solution is flexible and extra functionality can be added to the solution. This may affect the consumption of operations. You can read more about operations here:

Operations

Order your solution

All prices excl. VAT 

Graphic element from Flows Systems, specialists in Make.com solutions in accounting, ERP, webshop, warehouse, WMS, POS, marketing, subscription, file integration, AI and document management.

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How automation can optimize the creation of blog posts and product descriptions

Automating customer creation and contact mapping is just one example of how you can streamline your workflows. This approach can also be used for the creation of blog posts and product descriptions. By integrating systems like Pipedrive and Harvest with content production tools, you can automatically generate and update content based on new deals and customer information. This ensures that your content is always current and relevant without you having to spend a lot of time on manual updates. For example, you can automatically create blog posts about new products or services that are associated with new deals in Pipedrive. This not only improves your content production but also your SEO as it ensures that your content is fresh and relevant to your customers.
Graphic element from Flows Systems, specialists in Make.com solutions in accounting, ERP, webshop, warehouse, WMS, POS, marketing, subscription, file integration, AI and document management.

The benefits of using the Make.com platform for automation

The Make.com platform is a powerful tool for automating workflows. Using this platform, you can integrate different systems and automate a wide range of tasks, from lead creation and contact matching to content production and communication. The platform is flexible and can be adapted to your specific needs, enabling you to tailor automation solutions to suit your business. We have the expertise to help you identify areas where automation can create value and implement solutions that optimize your workflows and increase your productivity. With the Make.com platform, you can work smarter, not harder, and focus on the tasks that drive your business forward.

The value of our consulting services in the automation process

We offer specialized consulting services that help you implement and optimize your automation solutions. Our team of experienced consultants will work closely with you to analyze your current workflows, identify areas for improvement and develop strategic recommendations. We focus on the user-friendliness of the automated workflows, so you can concentrate on value-creating tasks rather than routine processes. With our help, you can ensure that your automation strategy supports your business goals and promotes sustainable development in your company.

Effective automation

Reduce manual tasks and save time with our Make solutions for automating work processes.

Custom integrations

Get custom integrations for your unique needs with our professional Make service.

Scalable solutions

Discover scalable automation solutions that suit your company's growth and needs

Graphic element from Flows Systems, specialists in Make.com solutions in accounting, ERP, webshop, warehouse, WMS, POS, marketing, subscription, file integration, AI and document management.

We offer a comprehensive range of ready-made solutions, tailored to different needs and between different systems – this is our expertise. When you choose a solution with us, we go through the setup with you to make sure it meets and possibly even exceeds your expectations.

Although we are ready to help you with the setup, we also offer the possibility that you can set up or maintain your own solutions yourself. And if you ever need assistance, our team is always ready to lend you a helping hand.

How automation can optimize the creation of blog posts and product descriptions

In the past, integrations have been very expensive and reserved for large companies. The Make.com platform provides advanced integration functionality for small and medium-sized businesses to automate your challenging and repetitive business tasks.

Flows is a Make dealer and gold partner, and has many years of experience in developing automations and integrations, we can certainly also help you and your company.  

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How to find processes that can be automated

A step-by-step guide to identifying what you need to automate in your business first

Graphic element from Flows Systems, specialists in Make.com solutions in accounting, ERP, webshop, warehouse, WMS, POS, marketing, subscription, file integration, AI and document management.