Data Pipeline: From Pipedrive CRM to Bexio & Mailchimp

The problem: Three different web-based tools need to be synchronised

Our client uses various web-based SaaS tools to manage and market their business. Bexio is used for accounting, the customer pipeline is mapped with Pipedrive and marketing and service emails are sent via Mailchimp.

In order for our client's business processes to function optimally, all three tools must be synchronised with different data statuses:

• Certain events in Pipedrive trigger a synchronisation

  • Only customers who already use a service must be transferred to Bexio

  • All prospects and customers must be transferred to Pipedrive

  • Every change to a customer record in Pipedrive must be synchronised to the connected tools

We take over the project and put it on a solid footing with Laravel

A Node.Js-based approach to automating these processes was chosen by the previous service provider that Dr Kelly had contracted.

Dr Kelly comes to us with the problem to solve, the desire to implement further automation and the existing solution approach, as the previous partner is no longer available.

Our solution

Basically, Node.js is not a bad choice. For a data-driven project where the immediate deployment of the changes in all systems is not the main focus, Node.js cannot show its strengths. With the given requirements and needs of our client, we can build a system through an object-oriented architecture with Laravel, which scales well, is durable and can be constantly extended with new automations.

With this data pipeline, we connect the tools Pipedrive CRM, Bexio and Mailchimp with each other. This rule- and event-based synchronisation of data automates the practice's business processes.