Recent Projects & Integrations

Select a system/application below to refine the list:

Migrate from MailChimp to Drip and Integrate with Shopify

Client:

Slice Products

Migrate over 20,000 emails from Mailchimp to Drip, reconfigure campaigns and workflows, integrate with Shopify using

Integrate MindBody with Infusionsoft

Client:

The Food Fix

Sync fields from MindBody users to Infusionsoft

Zapier

Infusionsoft

MindBody

Integrate Outreach & Pipedrive

Client:

BlueWave Ventures

Integrate Pipedrive CRM with Outreach to automate segmentation and automation of email campaigns. Configure PieSync to ensure accurate syncing of records.

David has been awesome throughout our endeavors in achieving a successful workflow. He is very knowledgeable with the tools we work with and can even suggest easier ways to accomplish the goals we are trying to reach. He is quick to respond when we communicate and sets our expectations on how long a task would take. I highly recommend Dave and will surely engage him again for future projects!

Brian McGowan, Managing Partner

Integrate Shipstation with Zoho CRM using Zapier

Client:

Never Forgotten Designs

Configured Zapier to collect details about each purchase that comes through ShipStation, and convert them into properly formatted products, purchases, events, and notes in Zoho CRM.

ShipStation

Zoho CRM

Zapier

Configure Bubble to use Airtable for Back-End

Client:

BuildLab

Configure.bubble to use AirTable as a back-end for a workflow applications.

bubble

Zapier

Integrate Pipedrive and Stripe

Client:

Sims Tech

Zapier used to automation update in Pipedrive when a user changed their subscription level in Stripe. Also Google Tag Manager configured to improve performance.

Zapier

Pipedrive

Stripe

Integrate Infusionsoft with Calendly and Mailchimp

Client:

Sims Tech, LLC

Using Zapier, apply tags to people in Infusionsoft and add to the right campaigns in Mailchimp on particular actions in Calendly.