Systems Integration

Replacing Salesforce Without Breaking a Custom Business Application

Established business with custom internal systems

The Problem

The company wanted to replace Salesforce with Pipedrive.

However, Salesforce was deeply connected to a custom internal web application and historical data.

The Solution

FreedomDev:

Integrated Pipedrive with the existing custom application
Created near-real-time synchronization for changes
Created a daily full synchronization as backup
Synchronized deals, organizations, people, users, stages, pipelines, and activities
Created a migration process for historical Salesforce references
Mapped existing Salesforce references to corresponding Pipedrive records
Updated existing screens to work from Pipedrive data
Transitioned Salesforce to reference-only status

Outcome

The company was able to change CRM platforms without abandoning the custom applications and historical data that had grown around Salesforce.

Services & Technologies

CRMPipedriveSalesforceMigrationCustom Applications

Related Work

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FreedomDev connected HubSpot and Pipedrive through a master customer-data layer with webhooks, scheduled reconciliation, and clear source-of-truth rules.

Turning ADP Employee Data Into a Searchable Employee Directory

FreedomDev created an employee-directory and reporting application that synchronizes employee information from ADP and adds searchable company-specific reporting.

Automating ERP Data Exchange for International Operations

FreedomDev automated the exchange of ERP transaction data with an outside platform, including XML generation, SFTP transfer, returned confirmations, and ERP updates.

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