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Automated email and SMS follow-up from Pipedrive at Inclusive Therapy Group

How Inclusive Therapy Group, a US mental health practice, automated email and SMS follow-up from Pipedrive with Make, and got about four hours a day back.

client
Inclusive Therapy Group
industry
Mental health care
location
United States
result
4 hours a day
Client follow-up from Pipedrive at Inclusive Therapy Group. Before: six manual steps per contact. After: a Make scenario triggered from Pipedrive routes leads and deals, sends email and SMS with short links, and logs it in Google Sheets.before: 6 manual stepsCheck PipedriveLead or deal?Write the emailSend the SMSShorten the linkLog itafter: one automated pathStage changesMakePipedriveBitlySheetsSent, tracked, loggedClient follow-up from Pipedrive at Inclusive Therapy Group. Before: six manual steps per contact. After: a Make scenario triggered from Pipedrive routes leads and deals, sends email and SMS with short links, and logs it in Google Sheets.before: 6 manual stepsCheck PipedriveLead or deal?Write the emailSend the SMSShorten the linkLog itafter: one automated pathStage changesMakePipedriveBitlySheetsSent, tracked, logged
pipedrive automation, before and after

Inclusive Therapy Group is a US mental health practice. Its team works from Pipedrive, and follow-up with prospective clients was being sent by hand. That caused delays and mistakes, and people slipped through because messages went out late.

What we set up

A Make scenario, triggered by a webhook from Pipedrive, now handles the follow-up. Leads and deals take different routes, so each person gets an email and SMS that fit where they are, and contacts on a blacklist are checked and skipped first. Lookups in Google Sheets pull in the details each message needs. Links are shortened with Bitly and every send is logged. Rate limiting stops a burst of updates from flooding the system or the recipients, and failed sends are logged instead of disappearing.

It gave the team back about four hours a day, and the practice reported more engagement from contacts and more of them converting.

“Giant Nerd is a critical partner for us. They are incredibly responsive, communicative, and very friendly. Can not recommend them enough!”

Cub Larkin, founder of Inclusive Therapy Group, on Trustpilot

Make scenario for Pipedrive email and SMS follow-up: a webhook feeds routers that separate leads from deals, check a blacklist, look up records in Google Sheets and send emails, with Pipedrive CRM updates along each branch.
The live Make scenario at Inclusive Therapy Group. Each branch handles a different lead or deal situation, with error handling and logging along the way.

Stack used

  • Make
  • Pipedrive
  • Webhooks
  • Google Sheets
  • Email
  • SMS
  • Bitly

Related: business process automation and make consulting

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