Pipedream: Connecting SaaS for the optimal workflow

The range of great Software as a Service (SaaS) is almost limitless, but not every service offers the full scope needed. However, many if not all of these services have the ability to transfer data into or out of the offering via interfaces (APIs) and/or webhooks.

An example of one of our partners is the provider Checkfront which offers a comprehensive online booking system. From the maintenance and creation of offers to the booking by its customers, everything is covered here - but what happens afterwards? In this particular case, the booked services have to be maintained over a certain period of time and go through many individual stages themselves.

Now Pipedrive offers a Customer Relationship Management (CRM, a system for documenting and managing customer relationships) as a service, which works perfectly for this aftercare. However, the customer had to manually transfer and reconcile the data - an error-prone stage in the overall process.

Using Checkfront Webhooks and the Pipedrive API, along with Elixir, we created a bridge between these two systems: The initial booking happens at Checkfront, but from that moment on, the data is automatically transferred to Pipedrive for future processing. Status updates, such as incoming payments for progress payments and other statuses, continue to be transferred to Pipedrive and are indicated there.

All just a pipe dream? Not with us...

Easily take bookings with real-time calendar availability, payment processing, and instant email confirmations.

In 2010, our founders set out to create a CRM platform that would enable its users to visualize their sales processes and achieve more. From our own experience, we knew that in both sales and life, while you can't control the results, you can control the actions that lead there. That's why we built Pipedrive on activity-based selling; a proven approach that is all about planning, executing and tracking activities.

Another pillar in Pipedrive is the visual pipelines. These can be created and organized as easily as notepads on a whiteboard. This way, users always keep track of where deals are at any given time. The difference, of course, is that the sales pipelines provide far more clever functions than notepads.