Pipedrive Automation & Integration Hub
Transformed Pipedrive implementation with automated deal valuation and real-time currency exchange for a leading UK AdTech innovator, moving from Monday.com to a fully automated Pipedrive setup.
Challenge
Complex deal processing and currency conversion needs were slowing down sales operations and creating data inconsistencies. The client needed to switch from Monday.com to Pipedrive.com while maintaining complex deal valuation logic and integrating numerous custom fields.
Solution
Implemented a comprehensive Pipedrive setup in our Pipedrive Booster offering, including a private analytics backend, enabling automated deal processing and real-time currency conversions without external integrators.
Key Components
Implementation
Results
Business Impact
Dramatically improved operational efficiency while ensuring data accuracy across all deals and currencies. The automated system eliminated manual work and provided real-time deal valuations.
Technical Outcome
Successfully implemented a complex custom data schema with over 30 fields, automated calculations, and real-time currency exchange integration, all powered by Omni CDI analytics backend.
About Client
Vyde
Award-winning UK AdTech innovator whose technology delivers up to 28x more attention and 70x more brand interactions. They collaborate with world-leading brands and power global advertising campaigns across Government, Technology, FMCG, and Banking sectors.