Full Sales Workflow Automation for SaaS Platform

Client type: Fast-growing SaaS company
Stack: Make.com, Pipedrive, Stripe, Slack, Webhooks

Challenge:
Sales, finance and support teams worked in silos. Deals were updated manually, invoices were created by hand, and payment status wasn’t synced back into the CRM.

Solution:
Automated the full sales pipeline:
• Pipedrive stage change auto-creates Stripe invoice
• Payment confirmation syncs back into CRM
• Slack sends real-time alerts to finance and support
• Error-handling layer for failed payments and retries

Outcome:
• 0 manual invoicing
• 100% CRM ↔ finance sync accuracy
• 15+ hours saved every week
• Fully automated for 2,000+ transactions

Role: Solution architect & implementer
Status: Live and scaling