Embedded Files
PORTFOLIO
Sales CRM Automation
Client
Nomod Fintech
Challenges
The client was losing time and revenue due to manual meeting coordination. When deals reached the “Meeting Booking” stage, SDRs had to manually schedule calendars, send emails, and notify the team. This caused delays, missed confirmations, inconsistent follow ups, time zone errors, and internal misalignment.
Why this was the best solutionThis workflow turns a CRM stage change into a single source of truth for meetings. It removes human dependency at the most sensitive moment in the sales cycle, ensures meetings are always scheduled, confirmed, and visible to everyone, and scales without adding operational overhead.
Steps I tookListened to deal stage changes in Pipedrive, added a controlled wait to allow SDR input, extracted and normalized meeting data with strict time zone logic, automatically created calendar events, sent confirmation emails to clients, and posted real time reminders to the sales team via Slack.
OutcomeMeeting scheduling became hands free, no shows were reduced, SDR productivity increased, internal visibility improved, and the client achieved a faster and more reliable sales handoff from booking to meeting execution.
Steps I tookListened to deal stage changes in Pipedrive, added a controlled wait to allow SDR input, extracted and normalized meeting data with strict time zone logic, automatically created calendar events, sent confirmation emails to clients, and posted real time reminders to the sales team via Slack.
OutcomeMeeting scheduling became hands free, no shows were reduced, SDR productivity increased, internal visibility improved, and the client achieved a faster and more reliable sales handoff from booking to meeting execution.
Tech Stack used: n8n, Pipedrive CRM, Google Calendar API, Gmail API, Slack API, JavaScript (time normalization and data transformation)
Google Sites
Report abuse