The Problem
Manual data sync between the CRM, email marketing platform, and order management system was creating constant friction. Customer records were updated by hand, campaign segmentation was done in spreadsheets, and there was no unified view of their 400+ B2B business clients versus direct-to-consumer customers - leading to missed follow-ups and inaccurate reporting.
The Solution
Built a Make.com automation stack connecting Pipedrive → Klaviyo → Airtable → Google Sheets. The system automates customer segmentation (B2B vs D2C), syncs orders across all platforms in real time, triggers email campaigns based on purchase behaviour, and powers a unified reporting dashboard - eliminating the manual work that was holding the team back from focusing on growth.