Healthcare Company
CRM Integration, Workflow Automation, Data Syncing
Real-time CRM sync that saved 15 hours per week
Every time a new lead or deal was added to Pipedrive, the healthcare team had to manually update Missive with specific formatting. This happened dozens of times per week, costing 15+ hours that could be spent on patient care.
We built a real-time automation that listens to Pipedrive changes, formats the data automatically, and syncs it instantly to Missive contact books—keeping the entire team aligned without any manual work.